Summer 2027 KeyBank Wealth Management Internship - Client Support & Experience

KeyCorp; Brooklyn (OH); Hybrid; USD 30,000 - 33,000; Full time

Benefits offered by this job

Hourly wage $23

Sign-on bonus $2,000

Job summary

Key Wealth Management in Brooklyn, OH offers a 10.5-week Client Support & Experience Internship behind the advisor platform, building workflows, tools, and coaching infrastructure for a premium client experience.

You'll map client-experience workflows, analyze consistency and automate processes with Power Automate and SharePoint while shadowing Enablement Team leads and partnering with advisory lines to translate coaching needs into repeatable actions.

Qualifications

• Pursuing a four-year degree by May 2029 with focus in psychology, philosophy, communications, math, statistics, wealth management, finance, accounting, business, or economics (preferred).
• Demonstrated leadership and teamwork with a minimum 3.0 GPA.

Responsibilities

• Map and streamline client-experience workflows across Key Private Bank lines, identifying friction points in hand-offs between Advisors, Portfolio Managers, Trust Officers, and Planners.
• Deliver analysis on the consistency and effectiveness of Client Support & Experience teams, emphasizing automation of manual processes (e.g., Power Automate, SharePoint forms).
• Shadow Enablement Team and partner with team leads to translate coaching needs into recurring cadence and measurable outcomes.
• Collaborate with Advisory, Portfolio Management, Trust, and Planning leaders to align coaching needs with processes.
• Perform other duties as assigned; adhere to KeyCorp policies and procedures.

Skills

Time management

Problem solving

Communication

Presentation

Education

Pursuing four-year degree

Tools

Excel

PowerPoint

Job description

Location: 4900 Tiedeman Road, Brooklyn Ohio

Program Duration: MAY 26, 2027 – AUGUST 6, 2027

Key Wealth Management

Key Wealth Management Key Wealth Management “KWM” has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets.

Key Wealth Management Client Support & Experience Internship

The Key Wealth Management Client Support & Experience Internship is a 10.5-week, operations- and enablement-focused experience that places the intern behind the scenes of the advisor platform — building the workflows, tools, and coaching infrastructure that allow client-facing teams to deliver a consistent, premium Key Private Bank experience.

Essential Functions

• Map and streamline client-experience workflows across all Key Private Bank (KPB) business lines, identifying friction points where hand-offs between Advisors, Portfolio Managers, Trust Officers, and Planners can be simplified.
• Deliver analysis and insights on the consistency and effectiveness of KPB Client Support & Experience teams, with a specific emphasis on automating manual, repeatable processes (e.g., Power Automate flows, SharePoint form intake, templated advisor communications).
• Demonstrate a commitment to fostering a positive team experience by embedding directly with the Enablement Team and shadowing each team lead.
• Partner with Line of Business leaders (Advisory, Portfolio Management, Trust, Planning) to translate their coaching needs into a recurring cadence and measurable follow-through.
• Other duties and projects assigned
• Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
• Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
• Engage in Key Corp Enterprise learning labs and networking events.

Education

Pursuing a four-year degree or graduate level degree by May 2029 with focused coursework in, psychology, philosophy, communications, math, statistics, wealth management, finance, accounting, business, and/or economics (preferred)

Work Experience

Demonstrated leadership and teamwork through past work experience and/or extracurricular activities. Outstanding academic achievement with a minimum 3.0 GPA.

Skills

• Time Management: ability to receive directions and manage line of business expectations by providing deliverables in a timely manner.
• Problem Solving: Capability to identify issues and develop effective solutions in a financial services context.
• Communication: Strong verbal and written communication skills for team collaboration.
• Presentation Skills: Ability to create and deliver presentations using tools like PowerPoint.
• Technical Proficiency: Proficiency in Microsoft Excel and PowerPoint for data analysis and reporting.

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.

Driving/Travel

Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.

KeyBank’s Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.

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].

Compensation and Benefits

• Compensation and Benefits This position is eligible to earn an hourly rate of $23 per hour.
• Compensation also includes a $2,000 Summer Internship Sign-on Bonus.

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: 10/17/2026

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].

#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.