Private Banking Client Relationship Associate: Onboarding & Growth
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-09-04
Listing for:
KeyCorp
Full Time
position Listed on 2026-09-04
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Key Bank in Westlake, OH is seeking a Client Relationship Associate to support the Relationship Manager and field team in managing client books, onboarding new clients, and delivering top-tier service. You will help with meetings, materials, and client communications while leveraging WD and Salesforce for a smooth client experience.
The role emphasizes efficient onboarding, proactive outreach, and cross-functional collaboration to grow and retain client relationships within wealth management.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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