Wealth Client Services & Operations Analyst (Hybrid)

ApTask; Cleveland (OH); Hybrid; USD 25,000 - 36,000; Part time

Job summary

KeyBank is seeking a Client Services Specialist / Operations Analyst to support Wealth Management operations and fiduciary trust systems. The role covers user access setup (KeyLink, Wealth Portal, Wealth Direction), issue resolution with technology partners, and daily reporting.

Strong communication and analytical skills are required for cross-team coordination. The position is hybrid in Ohio, with a focus on client service excellence and timely problem resolution across Trust Operations.

Qualifications

• Undergraduate degree in a business or technology related field; extensive experience may be substituted.
• Minimum of three years experience in bank operations, trust administration, wealth management, and/or technology operations.
• Must have a client first attitude and sense of urgency for problem resolution.
• Excellent analytical and problem-solving skills.
• Strong written and oral communication skills.
• Above average PC skills including MS Excel, Word, and PowerPoint.

Responsibilities

• Set up KeyLink and Wealth Portal access for clients.
• Set up Payweb and Stellar access for clients.
• Set up Wealth Direction access for clients and troubleshoot when necessary.
• Verify correct coding in KeyLink and facilitate correction of system coding.
• Log Service Now tickets on system issues.
• Process daily IBX and OBI reports.
• Process monthly Wealth Portal Reports.
• Communicate with Trust Officers, Portfolio Managers and staff.

Skills

Client-first attitude

Analytical problem solving

Written and verbal communication

Urgency for problem resolution

Education

Undergraduate degree in a business or technology related field

Tools

MS Excel

MS Word

PowerPoint

Job description

KeyBank is seeking a Client Services Specialist / Operations Analyst to support Wealth Management operations and fiduciary trust systems. The role covers user access setup (KeyLink, Wealth Portal, Wealth Direction), issue resolution with technology partners, and daily reporting.

Strong communication and analytical skills are required for cross-team coordination. The position is hybrid in Ohio, with a focus on client service excellence and timely problem resolution across Trust Operations.