Wealth Management Client Experience Internship

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

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.