Private Banking Client Relationship Associate: Onboarding & Growth

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

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.