Key Private Bank Client Relationship Associate

KeyCorp

Pittsburgh, Pennsylvania, US
Base: $25.00 - $38.46 ph; bonus/equity: incentive ...
Hybrid
3 years related work experience
Salesforce crm proficiency
Financial services knowledge
The Client Relationship Associate supports the Relationship Manager in managing client books, growing relationships, and ensuring top-tier service

Job Summary

  • The Client Relationship Associate supports the Relationship Manager in managing client books, growing relationships, and ensuring top-tier service.
  • Responsibilities include coordinating new client onboarding, opening deposit accounts, and maintaining data quality within the Salesforce system.
  • The role offers a base hourly rate between $25.00 and $38.46 with potential for incentive compensation and benefits.

Matching Summary

The Client Relationship Associate supports the Relationship Manager in managing client books, growing relationships, and ensuring top-tier service.

Salary

Base: $25.00 - $38.46 per hour; Bonus/Equity: Incentive compensation including production, commission, and discretionary incentives; Benefits: Eligible for KeyCorp benefits package

Skills & Requirements

Must-have

  • 3 years related work experience
  • Salesforce CRM proficiency
  • Financial services knowledge
  • Microsoft Office Applications
  • Client onboarding coordination

Nice-to-have

  • Proactive client outreach skills
  • Wealth management tools expertise
  • Event planning capabilities
  • Digital banking education skills
  • Process improvement mindset

Key Requirements

  • Bachelor's Degree or equivalent experience
  • Minimum 3 years related work experience
  • Proficiency in proprietary software and databases

Work Rights

Not specified

Tailored Resume

Cover Letter