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KPB Client Service Associate (IM&T) at KeyBank - ApplyBlast

KPB Client Service Associate (IM&T)

KeyBank

5 months ago

3.6 on Glassdoor

Brooklyn, OH

Hybrid

Full Time

Executive

0 applicants

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About this role

A Client Service Associate at KeyBank supports the Key Private Bank team by managing client transactions in Investment Management & Trust accounts within a centralized task queue environment. This role involves resolving client issues, maintaining proficiency in deposit, loan, and investment services, and collaborating with relationship managers to drive client retention and satisfaction. The associate is responsible for identifying fraudulent activity, documenting interactions in Salesforce, and facilitating high-net-worth client needs across various markets.

Responsibilities

Complete client transactions in centralized Investment Management and Trust account queues
Resolve high-net-worth client issues to drive satisfaction and retention
Identify and escalate fraudulent activity and money laundering red flags
Document service tasks and resolutions accurately in Salesforce CRM
Collaborate with Relationship Managers to expand client relationships and revenue

Skills

Qualifications

Associate's Degree3 Years Related Experience

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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