Institutional Client Services Specialist (Hybrid/Remote)

KeyCorp; Brooklyn (OH); Hybrid; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyCorp is seeking a Client Service Associate to support Lead Institutional Advisors and Regional Consultants while managing an assigned book of institutional relationships. You will provide high-level client service, handle fiduciary reporting, and coordinate across teams to resolve issues.

Required experience includes ERISA, compliance, trust and custody, and nonprofit services, with a strong focus on client satisfaction, relationship retention, and process improvement.

Qualifications

• Undergraduate degree in business-related field
• Demonstrated strong client service skills.
• Securities processing and bank operations knowledge.
• Excellent analytical, communication (oral and written), interpersonal and problem resolution skills.

Responsibilities

• Partner closely with a Lead Institutional Advisor/Regional Consultant/Consultant to service and oversee an assigned portfolio of institutional accounts, ensuring timely and accurate execution of client‑directed trades, transactions, and required financial reporting.
• Demonstrate strong working knowledge of institutional trust and custody client needs, IA product offerings, and operational processes, including account onboarding, asset collection, alternative assets, pension payment systems, and client and file system maintenance.
• Process daily cash transactions, including wire transfers, check preparation, cash movements, deposits, and the timely forwarding of client trading requests.
• Review and manage daily cash reports; prepare reports, correspondence, technical documentation, and support special projects as requested.
• Build and maintain effective relationships with clients and external service providers, including consultants, third‑party administrators, accountants, auditors, and outside RIAs.

Skills

Client service

Analytical skills

Communication skills

Problem solving

Interpersonal skills

Detail oriented

Education

Bachelor's degree in business-related field

Tools

Excel

Word

PowerPoint

Kofax PDF

Job description

KeyCorp is seeking a Client Service Associate to support Lead Institutional Advisors and Regional Consultants while managing an assigned book of institutional relationships. You will provide high-level client service, handle fiduciary reporting, and coordinate across teams to resolve issues.

Required experience includes ERISA, compliance, trust and custody, and nonprofit services, with a strong focus on client satisfaction, relationship retention, and process improvement.