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Key Private Bank Client Relationship Associate

KeyBank

Pepper Pike, Ohio, United States Full time July 04, 2026
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Vacancy Description

Location:

30100 Chagrin Blvd, Pepper Pike Ohio

Job Summary
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, 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.

Essential Functions

  • Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
  • Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
  • Owns follow up after client meetings on takeaways and next steps.
  • Understan...

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    Vacancy Details

    Location Pepper Pike, Ohio
    Country United States
    Type Full time
    Category Financial Specialists
    Posted July 04, 2026

    About KeyBank

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    KeyBank

    Pepper Pike, United States

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