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Key Private Bank Client Relationship Associate at KeyBank - ApplyBlast

Key Private Bank Client Relationship Associate

KeyBank

4 months ago

3.6 on Glassdoor

Pepper Pike, OH

Hybrid

Full Time

Executive

0 applicants

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About this role

The Client Relationship Associate supports the KPB Relationship Manager and field team in managing client portfolios, driving account growth, and ensuring high levels of service retention. Responsibilities include coordinating new client onboarding, maintaining Salesforce records, and facilitating financial planning support for advisors and clients. This role requires active participation in sales strategies, proactive client outreach, and assistance with lending operations and administrative tasks.

Responsibilities

Manage client portfolios and drive account growth through proactive outreach
Coordinate new client onboarding and administrative data entry processes
Maintain Salesforce system integrity and update client/prospect information
Provide financial planning support to advisors and client needs
Identify opportunities to retain and expand client relationships

Skills

Qualifications

Bachelor's DegreeCDL

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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