KPB Client Relationship Associate

Client Relationship Associate

Location : 10 West Market Street - Indianapolis, Indiana 46204

Job Summary : The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand, and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach, and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.

Responsibilities :

• Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
• Schedule internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends and contributes to market huddles / pods.
• Follows up after client meetings on takeaways and next steps.
• Understanding (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
• Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities.
• Coordinates officer transitions when team members transition on or off the KPB sales team.
• Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information.
• Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
• Assists Sales team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
• Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction, etc.
• Provide financial planning support to both advisors (data collection / input, etc.) and clients (providing technical support and assistance when clients need guidance).
• Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
• Works with team to plan and manage client events, attending as needed.
• Performs other duties as assigned; duties, responsibilities, and / or activities may change or new ones may be assigned at any time with or without notice.
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

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Compensation and Benefits :

This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience, and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible.

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status, or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.