Key Private Bank Client Service Associate
KeyBank(1 month ago)
About this role
The Client Service Associate supports Key Private Bank regional sales teams by managing a centralized task queue to complete client transactions and coordinate product delivery. The role services high-net-worth clients, ensures accurate client data and documentation, and collaborates with relationship managers to enhance client satisfaction and retention. It emphasizes protecting clients through authentication and fraud awareness while using internal systems such as Salesforce.
Required Skills
- Client Service
- Transaction Processing
- Account Servicing
- Fraud Detection
- AML
- Communication
- Problem Resolution
- Salesforce
- Microsoft Office
- Relationship Management
+2 more
Qualifications
- Associate's Degree (Preferred)
- 3 Years Related Experience (Required)
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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