Key Private Bank Client Relationship Associate

Job description

Location: 166 Crocker Park Boulevard, Westlake 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. - Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue. - Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager...