KPB Sr Client Service Associcate

KeyBank; Brooklyn (OH); Hybrid; USD 60,000 - 90,000; Full time

Job summary

KeyCorp is seeking a Senior Client Service Associate to support Institutional Advisors and consultants. The role focuses on servicing an assigned portfolio, ensuring timely client reporting, and improving processes across teams.

Ideal candidates have 5+ years of nonprofit/foundation client service experience, strong analytical and communication skills, and proficiency with Excel and PowerPoint. Hybrid work model with office and remote days is offered.

Qualifications

• Undergraduate degree in business-related field.
• Minimum of 5 years' industry experience servicing nonprofit/endowment/foundation clients in an administrative or service role.
• Strong client service, communication, and problem-resolution skills.

Responsibilities

• Support Institutional Advisors and Regional Consultants; manage an assigned portfolio of institutional accounts.
• Understand trust and custody products; assist with onboarding, asset collection, and client file maintenance.
• Process daily cash transactions including wires, checks, and cash movements.
• Review cash reports; prepare reports and documentation for projects.
• Build relationships with clients and external service providers; coordinate with consultants and RIAs.
• Interpret trust and custody agreements for administrative purposes; ensure regulatory compliance.

Skills

Client service

Analytical skills

Communication skills

Interpersonal skills

Problem solving

Teamwork

Education

Undergraduate degree

Tools

Excel

Word

Power Kofax PDF

PowerPoint

Job description

Location

4900 Tiedeman Road, Brooklyn Ohio

Job Summary

The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Institutional Advisors Regional Consultants and Consultants while administering an assigned book of institutional relationships. Provides highlevel 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 clientdirected 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, thirdparty 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 clientfocused 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 Associates and assigned Relationship Managers as needed.

REQUIRED QUALIFICATIONS

• Undergraduate degree in business-related field
• A minimum of 5 years' industry experience working with non-profit, endowment funds, foundation 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, investment management, alternative assets, general banking, operating fund, and charitable plan client 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
• Customer service orientation
• High paced environment

REPORTING RELATIONSHIP

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

KeyCorp is an Equal Opportunity and Affi**??**? committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Job Posting Expiration Date: 10/02/2026KeyCorp 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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