Key Private Bank Sr. Client Service Associate

KeyBank; Brooklyn (OH); Hybrid; USD 38.000 - 58.000; Vollzeit

Zusammenfassung

KeyBank in Brooklyn, OH is seeking a Senior Client Service Associate to support Lead Institutional Advisors and Regional Consultants, handling institutional accounts, client reporting, and daily cash operations. You will collaborate across teams to resolve client issues, maintain trust and custody documents, and ensure compliance.

The role emphasizes ERISA, regulatory knowledge, and proactive problem solving, with a client-centered mindset and opportunities to improve processes while supporting

Qualifikationen

• Undergraduate degree in business-related field.
• 3+ years experience serving corporate, nonprofit, foundations, endowments, or Taft Hartley clients in an administrative or client service role.
• Demonstrated strong client service skills.
• Securities processing and bank operations knowledge.
• Excellent analytical, communication, interpersonal and problem-resolution skills.
• Strong PC skills including Excel, Word, PowerPoint.

Aufgaben

• Serve and oversee an assigned portfolio of institutional accounts with timely execution of client-directed trades and required reporting.
• Understand IA product offerings and operational processes (onboarding, cash movements, asset collection, pension systems).
• Process daily cash transactions (wire transfers, checks, deposits) and forward client trading requests timely.
• Prepare reports, correspondence and technical documentation; support special projects.
• Build relationships with clients and external service providers (consultants, third-party administrators, RIAs).
• Mitigate risk by complying with KeyBank policies, procedures and regulatory requirements.
• Support reporting to government agencies (DOL, PBGC, IRS).
• Provide backup support for other CSAs and Relationship Managers.

Kenntnisse

Client service

Analytical skills

Communication

Excel

Word

PowerPoint

Ausbildung

Undergraduate degree in business-related field

Tools

Kofax PDF

Jobbeschreibung

Location

4900 Tiedeman Road, Brooklyn Ohio

Job Summary

The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Lead Institutional Advisors, Regional Consultants and Consultants while administrating an assigned book of institutional relationships. Provides high‑level client service and administrative support, maintains deep knowledge of institutional products and services, and partners across teams to resolve client issues. Experienced in ERISA, compliance, reporting, trust and custody, investment management, and nonprofit services, with a strong focus on client satisfaction, relationship retention, and process improvement.

ESSENTIAL JOB FUNCTIONS

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. Read, interpret, and apply institutional trust and custody agreements and related documentation for administrative and fiduciary purposes. Mitigate risk by servicing assigned institutional relationships in compliance with KeyBank policies and procedures, as well as applicable regulatory and legal requirements. Demonstrate a strong client‑focused mindset and collaborative approach, leading by example in teamwork and service excellence for both clients and internal partners. Support clients with required reporting to government agencies, including the Department of Labor (DOL), Pension Benefit Guaranty Corporation (PBGC), and Internal Revenue Service (IRS). Identify process improvement opportunities in partnership with internal support teams, investment management, and other business units, and proactively recommend operational or investment solutions to IA clients. Provide backup support for other Client Service Associates and assigned Relationship Managers as needed.

REQUIRED QUALIFICATIONS

• Undergraduate degree in business-related field
• A minimum of 3 years industry experience working with corporate, non-profit, foundations, endowments, public fund and/or Taft Hartley clients in administrative capacity or other client service roles.
• Demonstrated strong client service skills.
• Securities processing and bank operations knowledge.
• Excellent analytical, communication (oral and written), interpersonal and problem resolution skills.
• Strong PC skills, especially Excel, Word, Power Kofax PDF and PowerPoint.

PREFERRED QUALIFICATIONS

• Competence with trust/custody, pension, non-profit, alternative assets, general banking, operating fund, and charitable planning needs.
• Client consultation/advocate background.
• Securities processing and bank operations knowledge.
• Public speaking experience.

COMPETENCIES/SKILLS

• Personal effectiveness
• Communication
• Adaptability / Flexibility
• Detail oriented
• Independent problem solving
• Decision making/Prioritizing
• Commitment to client service

REPORTING RELATIONSHIP

This position reports to Team Lead Manager Mobile – Office 3 days and work from home 2 days

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $27.40 - $41.83 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: 12/27/2026

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].

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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.

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