Key Private Bank Sr. Client Service Associate
Core
Support Lead Institutional Advisors and Consultants by administering assigned institutional accounts, processing trades, and ensuring accurate financial reporting for corporate, non-profit, and foundation clients.
Role type
Senior Client Service Associate (Institutional Banking)
Builds
Institutional client accounts and financial reporting
Domain
Banking / Institutional Wealth Management
Required skills
Institutional trust and custody operations, Securities processing, ERISA compliance, Cash transaction processing, Client relationship management, Regulatory reporting (DOL, PBGC, IRS), Process improvement
Preferred skills
Trust/custody and pension expertise, Non-profit and alternative assets knowledge, Charitable planning, Public speaking
Technologies
Excel, Word, Power Kofax PDF, PowerPoint
Responsibilities
Execute client-directed trades and transactions, Process daily cash movements and wire transfers, Prepare financial reports and correspondence, Maintain client and file systems, Mitigate risk through compliance with policies and regulations, Support government agency reporting, Identify and recommend process improvements
Seniority
Mid-level, hands-on IC