Wealth Client Relations & Onboarding Associate
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-09-04
Listing for:
KeyBank
Full Time
position Listed on 2026-09-04
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Key Bank is seeking a Client Relationship Associate to back the Relationship Manager and field team. The CRA will help onboard clients, perform proactive outreach, and provide top-tier service to retain and grow client relationships.
The role emphasizes coordinating onboarding, account openings, and lending operation support, with strong proficiency in Microsoft Office and Salesforce. Occasional travel may be required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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