Key Private Bank Client Service Associate

Location:

4900 Tiedeman Road, Brooklyn Ohio

The Client Service Associate (CSA) is responsible for supporting Institutional Advisors Regional Consultants and Consultants while administering an assigned book of escrow relationships. The CSA provides high‑level client service and administrative support, maintains deep knowledge of escrow products and services, and partners across teams to resolve client issues. The role requires experience in compliance, reporting, trust and custody, escrow, and investment management, with a strong focus on client satisfaction, relationship retention, and process improvement.  This position is responsible for the full lifecycle management of escrow accounts. This includes opening, monitoring deposits, disbursement of funds, receivables and closings.  This role must comply with applicable laws, client escrow agreements and KeyBank policies.

ESSENTIAL JOB FUNCTIONS

• Partner closely with an Institutional Advisor Regional Consultant/Consultant to service and oversee an assigned portfolio of escrow accounts, ensuring timely and accurate execution of transactions, maintenance to the account, and required financial reporting.
• Demonstrate strong working knowledge of institutional investment management, escrow, trust and custody client needs, IA product offerings, and operational processes, including account onboarding, account offboarding, asset collection, financial transactions, and client and file system maintenance.
• Process daily cash transactions, including wire transfers, check preparation, cash movements, deposits, and the timely forwarding of client trading requests.
• Review and manage daily cash reports; prepare reports, correspondence, technical documentation, and support special projects as requested.
• Build and maintain effective relationships with clients and external service providers, including attorneys, brokers, individuals, consultants, accountants, and auditors.
• Read, interpret, and apply institutional trust and custody escrow agreements and related documentation for administrative and fiduciary purposes.
• Mitigate risk by servicing assigned institutional escrow relationships in compliance with KeyBank policies and procedures, as well as applicable regulatory and legal requirements.
• Demonstrate a strong client‑focused mindset and collaborative approach, leading by example in teamwork and service excellence for both clients and internal partners.
• Support clients with required reporting to government agencies, including the Department of Labor (DOL) and Internal Revenue Service (IRS).
• Identify process improvement opportunities in partnership with internal support teams, investment management, and other business units, and proactively recommend operational or investment solutions to IA clients.
• Provide backup support for other Client Service Associates and assigned Relationship Managers as needed.

REQUIRED QUALIFICATIONS

• Undergraduate degree in a business-related field.
• A minimum of 3 years’ industry experience working with escrow clients in an administrative capacity or other client service role.
• Demonstrates strong client service skills.
• Receivable collections.
• Securities processing and bank operations knowledge.
• Excellent analytical, communication (oral and written), interpersonal, organization, and problem-resolution skills.
• Strong PC skills, especially Excel, Word, Tungsten Power PDF, and PowerPoint.

PREFERRED QUALIFICATIONS

• Competence with trust/custody, escrow, general banking, and operating fund.
• Client consultation/advocacy background.
• Public speaking experience.
• Ability to manage multiple transactions and meet deadlines.

COMPETENCIES/SKILLS

• Personal effectiveness
• Communication
• Adaptability/Flexibility/Detail-oriented
• Independent problem solving
• Decision making/Prioritizing
• Commitment to client service
• Strong organizational, analytic, and problem-solving
• High attention to detail
• Confidentiality awareness

REPORTING RELATIONSHIP

• This position reports to the Team Lead Manager.

• Mobile – in office 3 days and work from home 2 days.
• undefinedKeyCorp 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.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 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 which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 12/31/2026

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 [email protected].

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