Key Private Bank Client Service Associate Akron, OH

Location: 219 South Main Street, Akron Ohio Job Summary The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each reputed company of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships.

Responsibilities

• Support the Key Private Bank team in the delivery of the sales and client experience process by managing tasks in a centralized work queue shared across multiple markets.
• Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention.
• reputed company and maintain proficiency in reputed company service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures.
• Understand and follow reputed company client authentication processes and procedures to protect clients and Key from loss. Understand and identify red flags of fraudulent and reputed company activity. Escalate instances according to procedure.
• Partner closely with the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts.
• Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
• Remain knowledgeable about products, pricing, and features, as well as the relevant processes, procedures and systems to reputed company the job. Provide assistance to KPB reputed company and Officers on internal support systems and functions so that procedures and programs are being utilized properly.
• Maintain client data quality and reputed company Customer Relationship Management system (reputed company) to update client information.
• Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with reputed company reputed company policies and procedures, including without limitation, acting professionally at reputed company times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

• Associates degree (preferred)

Experience Qualifications

• Minimum of 3 years reputed company work experience or equivalent combination of work/educational background (required)

Tactical Skills

• General knowledge of financial products and services, including banking, trust and investments.
• Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
• Ability to maintain reputed company servicing aspects of the client relationship.
• Ability to exercise discretion due to accessing and handling highly sensitive information.
• Ability to learn and use proprietary software, databases and systems.
• Proficient in reputed company reputed company Office Applications.

Personal Skills

• Collaboration
• Digital Awareness
• reputed company
• Problem Solving
• reputed company

Practical Skills

• Business Acumen
• Oral & Written Communication
• Risk Management

Core Competencies

• reputed company reputed company employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

COMPENSATION AND BENEFITS This position is eligible to earn a reputed company hourly reputed company in the range of $24.52 - $37.50 per hour. Placement reputed company the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office reputed company, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national reputed company, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@reputed company.com. #LI-Remote Apply tot his job Apply To this Job