KPB Sr Associate

Location:

4900 Tiedeman Road - Brooklyn, Ohio 44144-2302

The Senior Associate provides administrative support to enable assigned Officer(s) to effectively manage accounts while maintaining an optimal level of client service. Provide sales support to the assigned Trust Officer(s).  The role may have leadership responsibility for a team of Associates and/or Assistants.
ESSENTIAL JOB FUNCTIONS
Administrative Support
• Performs day-to-day functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interfaces with centralized support areas (such as but not limited to Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion).
• Reads and understands Agreements and related documents for administrative purposes.
• Ensures fees are set up correctly as directed by Officers.
• May monitors account on a daily basis for overdrafts and un-invested cash and keeps Officer informed.
• May use cash forecasting to determine approximate amount needed in accounts over a period of time based on the account’s needs and trends, working closely with Officer (s).
• Provides front-line service to clients in a telephone delivery channel environment. Handles inbound client calls.
• Discovers, analyzes and researches account problems and recommends solutions as appropriate.
• Establishs and maintains orderly record keeping system ensuring maintenance of confidential account files and proper workflow.
• Prepares various reports, correspondence, technical documents and special projects as requested.

Client Management
• Builds and maintains strong client contact and provides support to team.
• Identifies client needs and revenue enhancement opportunities.
• Follows-up on client issues and relays information to clients through correspondence, telephone communications and conferences.
• Resolves client requests and refers complex inquiries to Officer (s).
• May serve as primary contact for some account relationships.

Team Collaboration
• Assist Officers with planning client meetings and preparing client presentation, as needed.
• Assists Officers in managing business pipeline activity through Salesforce, as needed.
• Assists with training of other Associates.
• Provides backup for other Associates.
• Builds and maintains effective working relationships with other team members to ensure high quality and timely administration of
          assigned accounts.
• Serves as a resource for the team on identified processing situations or other projects as needed.
• Represents other Associate issues to management.
• May serve as lead Associate by disseminating information and coordinating team activities such as training programs, process
          training, etc.

 
Compliance
• Maintains compliance with all internal policies and procedures as well as with regulatory requirements.
• Assumes accountability for all work on assigned accounts
• Keeps current on the latest developments in wealth managment law, tax law, and other issues related to the wealth management business
• Participates in professional training opportunities including seminars and self-learning opportunities

Job Posting Expiration Date: 09/03/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

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