Hybrid Private Bank Client Relationship Associate
KeyCorp
KeyCorp seeks a Client Relationship Associate to support the Relationship Manager and field team in managing client books, onboarding new clients, and expanding relationships. You will schedule meetings, provide proactive service, and utilize Salesforce to maintain client data and streamline processes within Wealth Direction. You will assist with onboarding, lending operations, and data entry, while educating clients on digital resources and coordinating client events. #J-18808-Ljbffr KeyCorp
Vacancy posted 2 days ago
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