The Client Relationship Associate supports the KPB Relationship Manager and field team to manage client books, grow relationships, and ensure top-tier service
Job Summary
The Client Relationship Associate supports the KPB Relationship Manager and field team to manage client books, grow relationships, and ensure top-tier service.
Primary responsibilities include coordinating new client onboarding, managing deposit account openings, and maintaining data quality within the Salesforce system.
This position offers a base hourly rate ranging from $25.00 to $38.46 per hour along with potential incentive compensation and comprehensive benefits.
Matching Summary
The Client Relationship Associate supports the KPB Relationship Manager and field team to manage client books, grow relationships, and ensure top-tier service.
Salary
Base: $25.00 - $38.46 per hour; Bonus/Equity: Incentive compensation including production, commission, and/or discretionary incentives; Benefits: Eligible for KeyCorp benefits package
Skills & Requirements
Must-have
3+ years related work experience
Proficiency in Microsoft Office Applications
Experience with Salesforce CRM systems
Knowledge of financial services and wealth management
Strong verbal and written communication skills
Nice-to-have
Willingness to learn proprietary software
Proactive client outreach strategies
Ability to identify process improvements
Experience with digital banking resources
Event planning and coordination skills
Key Requirements
Bachelor's Degree or equivalent experience preferred
Minimum 3+ years of related work experience required
Access to handle highly sensitive information with discretion