KeyBank

Key Private Bank Client Service Associate

KeyBank

2 months ago
South Bend, IN
Hybrid
Full Time
Medior
0 applicants
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KeyBank
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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.

Skills

Qualifications

Associate's Degree (Preferred)3 Years Related Experience (Required)
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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