Client Service Associate

Role Overview

• Work in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams.
• Ensure full completion of client transactions, assisting with identification and coordination and product delivery.
• Provide 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.
• Strive for first resolution of client issues, directly contributing to client satisfaction and retention.
• Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts.
• Complete processes according to procedures.
• Understand and follow all client authentication processes and procedures to protect clients and Key from loss.
• Understand and identify red flags of fraudulent and money laundering activity.

Requirements

• Associate's Degree or equivalent experience (preferred)
• A minimum of 3 years related work experience or equivalent combination of work/educational background (required)
• General knowledge of financial products and services, including banking, trust and investments.
• Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
• Ability to maintain all servicing aspects of the client relationship.
• Ability to exercise discretion due to accessing and handling highly sensitive information.
• Ability to learn and use proprietary software, databases and systems.
• Proficient in all Microsoft Office Applications.

Benefits

• Incentive compensation which may include production, commission, and/or discretionary incentives.