Wealth Management Ops Intern: Streamline Client Experience

KeyBank; Brooklyn (OH); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Summer Internship Sign-on Bonus

Job summary

KeyBank's Key Wealth Management division invites rising juniors and seniors to join the Client Support & Experience Internship in Brooklyn, OH. This 10.5-week program focuses on operations and enablement, building workflows, tools, and coaching infrastructure for premium client service.

The role emphasizes collaboration across Advisors, Portfolio Managers, Trust Officers, and Planners, with hands-on tasks in automating processes and delivering insights using Excel and PowerPoint.

Qualifications

• Pursuing a four-year degree or graduate level degree by May 2029 with coursework in psychology, philosophy, communications, math, statistics, wealth management, finance, accounting, business, and/or economics.
• Demonstrated leadership and teamwork with minimum 3.0 GPA.
• Strong time management and communication skills.

Responsibilities

• Map and streamline client-experience workflows across Key Private Bank lines, identifying friction points where hand-offs can be simplified.
• Deliver analysis and insights on consistency and effectiveness of KPB Client Support & Experience teams, with emphasis on automating manual processes (Power Automate, SharePoint form intake, templated advisor communications).
• Shadow Enablement Team and partner with Line of Business leaders to translate coaching needs into a recurring cadence and measurable follow-through.

Skills

Time Management

Problem Solving

Communication

Presentation Skills

Technical Proficiency

Education

Pursuing four-year/graduate degree (by May 2029) in psychology, philosophy, communications, math, statistics, wealth management, finance, accounting, business, or economics

Tools

Microsoft Excel

PowerPoint

Job description

KeyBank's Key Wealth Management division invites rising juniors and seniors to join the Client Support & Experience Internship in Brooklyn, OH. This 10.5-week program focuses on operations and enablement, building workflows, tools, and coaching infrastructure for premium client service.

The role emphasizes collaboration across Advisors, Portfolio Managers, Trust Officers, and Planners, with hands-on tasks in automating processes and delivering insights using Excel and PowerPoint.