Key Private Bank Client Relationship Associate

KeyCorp; Westlake (OH); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank 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.

Qualifications

• Bachelor's degree or equivalent experience preferred.
• Minimum of 3 years related work experience or equivalent combination of work/educational background.
• General knowledge of financial services and wealth management.
• Demonstrated proficiency and effectiveness in client service skills, communication, and problem resolution.
• Ability to learn and use proprietary software, databases and systems.
• Proficient in all Microsoft Office Applications.

Responsibilities

• Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
• Support the field teams by scheduling internal and external meetings and attending and contributing to market huddles/pods.
• Owns follow up after client meetings on takeaways and next steps.
• Coordinate the relationship team around the new client onboarding process and support data entry in WD and related tasks.
• Assist with opening new deposit accounts and onboarding and with lending operations.
• Maintain the CRM system (Salesforce) and ensure data quality for client/prospect information.
• Identify opportunities to retain and expand relationships and educate clients on digital resources.

Skills

Client service skills

Communication skills

Discretion

MS Office

Proprietary software

Wealth management knowledge

Financial services knowledge

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Wealth Direction (WD)

Job description

Location: 166 Crocker Park Boulevard, Westlake Ohio

Job Summary

The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.

Essential Functions

Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.

Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.

Owns follow up after client meetings on takeaways and next steps.

Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.

Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.

Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents.

Coordinate officer transitions when team members transition on or off the KPB sales team.

Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information.

Support RM with Salesforce Data Entry as needed.

Identify opportunities to retain and expand relationships.

Gather information from the client and consult with the KPB Officer.

Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).

Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.

Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).

Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and elevate client issues as needed.

Works with team to plan and manage client events, attending as needed.

Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.

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 all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

Bachelor's Degree or equivalent experience (preferred).

Work Experience

A minimum of 3 years related work experience or equivalent combination of work/educational background (required).

Skills

General knowledge of financial services and wealth management.

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 exercise discretion due to accessing and handling highly sensitive information.

Ability to learn and use proprietary software, databases, and systems.

Proficient in all Microsoft Office Applications.

Core Competencies

All KeyBank 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.

Travel

Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within 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 which may include production, commission, and/or discretionary incentives. 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 presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date

10/01/2026

Equal Opportunity Statement

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, 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 [e-mail].

Company Culture

#LI-Hybrid KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.