Key Private Bank Sr. Client Service Associate
About The Position
The Senior Client Service Associate (Sr. CSA) supports Lead Institutional Advisors, Regional Consultants, and Consultants while administering an assigned book of institutional relationships. The role provides high-level client service and administrative support, maintains knowledge of institutional products and services, and partners across teams to resolve client issues. It involves experience in ERISA, compliance, reporting, trust and custody, investment management, and nonprofit services, with a focus on client satisfaction, relationship retention, and process improvement. The position is based at 4900 Tiedeman Road in Brooklyn, Ohio, with a hybrid schedule of three days in the office and two days working from home. It reports to the Team Lead Manager. The position is eligible for a base hourly rate of $27.40 to $41.83, plus incentive compensation that may include production, commission, and/or discretionary incentives. The job posting expires December 27, 2026.
Requirements
- Undergraduate degree in a business-related field.
- At least 3 years of industry experience working with corporate, nonprofit, foundation, endowment, public fund, and/or Taft-Hartley clients in an administrative capacity or other client service roles.
- Demonstrated strong client service skills.
- Knowledge of securities processing and bank operations.
- Excellent analytical, oral and written communication, interpersonal, and problem-resolution skills.
- Strong PC skills, especially Excel, Word, Power Kofax PDF, and PowerPoint.
Nice To Haves
- Competence with trust and custody, pension, nonprofit, alternative assets, general banking, operating fund, and charitable planning needs.
- Background in client consultation or client advocacy.
- Knowledge of securities processing and bank operations.
- Public speaking experience.
Responsibilities
- Partner with a Lead Institutional Advisor, Regional Consultant, or Consultant to service and oversee an assigned portfolio of institutional accounts, ensuring timely and accurate execution of client-directed trades, transactions, and required financial reporting.
- Apply working knowledge of institutional trust and custody client needs, IA product offerings, and operational processes, including account onboarding, asset collection, alternative assets, pension payment systems, and client and file system maintenance.
- Process daily cash transactions, including wire transfers, check preparation, cash movements, and deposits, and forward client trading requests in a timely manner.
- Review and manage daily cash reports; prepare reports, correspondence, and technical documentation; and support special projects as requested.
- Build and maintain effective relationships with clients and external service providers, including consultants, third-party administrators, accountants, auditors, and outside RIAs.
- Read, interpret, and apply institutional trust and custody agreements and related documentation for administrative and fiduciary purposes.
- Mitigate risk by servicing assigned institutional relationships in accordance with KeyBank policies and procedures and applicable regulatory and legal requirements.
- Demonstrate a client-focused and collaborative approach, leading by example in teamwork and service excellence for clients and internal partners.
- Support clients with required reporting to government agencies, including the Department of Labor, Pension Benefit Guaranty Corporation, and Internal Revenue Service.
- Identify process improvement opportunities with internal support teams, investment management, and other business units, and proactively recommend operational or investment solutions to IA clients.
- Provide backup support for other Client Service Associates and assigned Relationship Managers as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
