Key Private Bank Client Service Associate

KeyBank•Indianapolis, IN

3d•$25 - $38•Onsite

About The Position

The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships.

Requirements

Associate's degree (preferred)
3 years related work experience or equivalent combination of work/educational background (required)
General knowledge of financial products and services, including banking, trust and investments.
Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Ability to maintain all servicing aspects of the client relationship.
Ability to exercise discretion due to accessing and handling highly sensitive information.
Ability to learn and use proprietary software, databases and systems.
Proficient in all Microsoft Office Applications.
Collaboration
Digital Awareness
Empathy
Problem Solving
Resilience
Business Acumen
Oral & Written Communication
Risk Management

Responsibilities

Support the Key Private Bank team in the delivery of the sales and client experience process by managing tasks in a centralized work queue shared across multiple markets.
Service high-net-worth client accounts based on client need.
Strive for first resolution of client issues, directly contributing to client satisfaction and retention.
Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts.
Complete processes according to procedures.
Understand and follow all client authentication processes and procedures to protect clients and Key from loss.
Understand and identify red flags of fraudulent and money laundering activity. Escalate instances according to procedure.
Partner closely with the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts.
Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
Remain knowledgeable about products, pricing, and features, as well as the relevant processes, procedures and systems to perform the job.
Provide assistance to KPB RMs and Officers on internal support systems and functions so that procedures and programs are being utilized properly.
Maintain client data quality and leverage Customer Relationship Management system (Salesforce) to update client information.
Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.