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Key Private Bank Client Service Associate
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$24 - $36 an hour
Full-time
- 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.
- Service high-net-worth client accounts based on client need.
- Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts.
- Maintain client data quality and leverage Customer Relationship Management system (Salesforce) to update client information.
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