Summer 2027 KeyBank Wealth Management Internship - Client Support & Experience
Core
Build workflows, tools, and coaching infrastructure to enable client-facing wealth management teams to deliver a premium experience for high-net-worth individuals.
Role type
Summer intern, operations & enablement
Builds
Advisor platform workflows, automation flows, and coaching infrastructure
Domain
Wealth management / Financial services
Deliverable
product features
Required skills
Workflow mapping, Process automation, Data analysis, Presentation creation, Time management, Problem solving
Preferred skills
Coursework in psychology, communications, finance, or economics
Technologies
Microsoft Excel, PowerPoint, Power Automate, SharePoint
Responsibilities
Map and streamline client-experience workflows; Deliver analysis on team effectiveness and automate manual processes; Embed with the Enablement Team to shadow leads; Partner with Line of Business leaders to translate coaching needs into measurable follow-through.
Seniority
Intern