The Client Service Associate supports the Key Private Bank team by completing tasks in a centralized work queue to ensure full completion of client transactions and provide efficient service and problem resolution for high-net-worth clients
Job Summary
The Client Service Associate supports the Key Private Bank team by completing tasks in a centralized work queue to ensure full completion of client transactions and provide efficient service and problem resolution for high-net-worth clients.
Essential functions include servicing high-net-worth client accounts, striving for first resolution of client issues, developing proficiency in service functions for various account types, and understanding client authentication and fraud detection procedures.
This role requires building and maintaining effective working relationships with internal teams and centralized support areas to ensure high-quality administration and a seamless client experience, while also identifying opportunities to retain and expand client relationships.
Matching Summary
The Client Service Associate supports the Key Private Bank team by completing tasks in a centralized work queue to ensure full completion of client transactions and provide efficient service and problem resolution for high-net-worth clients.
Salary
Base: $25.00 - $38.46 per hour; Bonus/Equity: Incentive compensation (production, commission, discretionary); Benefits: Eligible for listed benefits
Skills & Requirements
Must-have
High-net-worth client service
Centralized task queue environment
Deposit, loan, investment management accounts
Client authentication processes
Fraudulent and money laundering activity identification