-
Key Private Bank Client Relationship Associate
2 weeks ago
KeyCorp Hartford, United StatesKey Private Bank Client Relationship Associate page is loaded · Key Private Bank Client Relationship Associate · Apply · locations · Hartford, CT · time type · Full time · posted on · Posted Yesterday · job requisition id · R-24691 · Location: · 225 Asylum Street, Suit ...
-
Key Private Bank Client Relationship Associate
3 weeks ago
KeyBank Hartford, United StatesJob Description · Location: · 225 Asylum Street, Suite Hartford, Connecticut 06103Job Summary · The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountab ...
-
KeyCorp Windsor Locks, United StatesLocation:225 Asylum Street, Suite Hartford, Connecticut 06103 Job Summary. The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the relationshi Relationship Associate, Client Relat ...
-
Key Private Bank Client Relationship Associate
2 weeks ago
Key Bank Windsor Locks, United StatesLocation: · 225 Asylum Street, Suite Hartford, Connecticut 06103 · Job Summary · The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for effic ...
-
Associate Financial Advisor
1 week ago
FIG Talent Solutions Hartford, United StatesJOIN OUR TEAM TODAY · One of our top Financial Advisors has an Associate Advisor position available in their Hartford, CT office. · YOUR ROLE: · The Associate Advisor's primary focus is to free the lead advisor to focus on new business and maintaining only the most complete and h ...
-
Senior Sales Executive
2 weeks ago
Greene Resources Hartford, United StatesPosition: Senior Sales Executive · Location: Hartford, CT (Hybrid) · Pay: $100k/yr · Experience: · 5+ years' experience with lead and sales generation · 3+ years' sales experience in employee benefits, insurance, brokerage, or related field · Education: Bachelor's degree (prefer ...
-
Territory Sales Representative
3 weeks ago
CSG Talent Hartford, United StatesDo you have a hunger for building customer relationships and growing revenue? Do you have a track record of success in Medical Sales? Does the fast paced environment of Medical Aesthetics appeal to you? If so, please apply for this opportunity · We are partnering with a US Market ...
-
XDT Market Supervisor
1 week ago
Lowe's Companies Hartford, United States Full timeWhat You Will Do · The XDT Market Supervisors are responsible for leading and supervising a team of approximately 3-7 local market Customer Service Associates. This role manager and analyzes the overall productivity of the office and ensures processes adherence. · XDT Market Supe ...
-
Sales Assistant/ Cashier- FT
1 week ago
Boscov's New Hartford, United States Full timeBoscov's Retail Sales Associate · Use your Retail Sales background to launch an exciting career in retail with one of the nation's leading retailers Boscov's is a chain of full service department stores serving the total family needs of our customers. For nearly 100 years, Bosco ...
-
Frozen Food/Dairy Clerk
1 week ago
Big Y Newtown, United States· • Exceed our customers' evolving expectations by presenting the freshest quality product while providing World Class customer service and a pleasant and rewarding shopping experience. · • Build relationships with and educate our customers in order to create sales. · • Price, r ...
-
Senior Structural Engineer
1 week ago
StructureCare® Hartford, United StatesAre you a Senior Structural Engineer with expertise in forensic investigation, concrete construction, or structural restoration who would like the opportunity to have a mix of office and field engagement that leads to direct involvement with construction and repairs in your next ...
-
Insurance Account Representative
4 days ago
Mark Kotary - State Farm Agent New Hartford, United States Full timeBenefits:Paid time off · Position Overview · State Farm Insurance Agent located in New Hartford, NY is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Mark Kotary - State Farm Agent, you will build and develop customer relatio ...
-
Associate Attorney
1 week ago
Freeman Mathis & Gary, LLP Hartford, United StatesFreeman Mathis & Gary is a dynamic and growing 350+ lawyer national litigation firm, with thirty-six offices in twenty-one states. We are seeking an Associate Attorney with experience in handling Labor & Employment Law matters to join our growing Hartford, Connecticut office. The ...
-
System Engineer
3 weeks ago
Slocum Dickson Medical Group New Hartford, United StatesJOB SUMMARY · : Performs daily system monitoring, backup operations, and ongoing performance tuning. Responsible for installing/configuring and maintaining data center servers (physical and virtual), power distribution, environmental systems and for the daily monitoring of this ...
-
Real Estate Transactional Attorney
1 week ago
Hinckley Allen Hartford, United StatesHinckley Allen is seeking a real estate transactional attorney to join a dynamic and sophisticated practice in our Hartford office. The ideal candidate will have at least six (6) years of experience handling commercial real estate transactions, including acquisitions and disposit ...
-
Tax Senior Manager
1 week ago
Marcum LLP Hartford, United States Full timeMarcum LLP offers a great career with exceptional benefits. · There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading techno ...
-
Associate Director for Global Engagement
3 weeks ago
Trinity College-Hartford Hartford, United States Full timePosting Details · Position Information Title Associate Director for Global Engagement Department Study Away Regular or Temporary Regular Hours Per Week 40 FLSA Determination Exempt Weeks Per Year 52 Open Date 03/18/2024 Open Until Filled Yes Full or Part Time Full Time Position ...
-
Territory Sales Manager
2 weeks ago
Leviat NA Hartford, United StatesJob Summary · Leviat is searching for a results-oriented Territory Sales Manager to drive sales in the Great Lakes and Northeast Region covering multiple states. This is a home-based position preferably located in the Pennsylvania, Virginia, or Ohio areas. In this critical role, ...
-
Trauma Sales Associate
2 weeks ago
Stryker Hartford, United States Full timeWhy join Stryker? · We are proud to be named one of the World's Best Workplaces and a Best Workplace for Diversity by Fortune Magazine Learn more about our award-winning organization by visiting · Trauma Sales Associate · About the Role · As a Trauma Sales Associate, you will wo ...
-
Organization Assistant Director of Food
3 weeks ago
Hartford Public Schools Hartford, United States Full timePRIMARY FUNCTION: · Provide employee relations support to department supervisors and oversee staffing to include selection and hiring process. Work in conjunction with management to develop, implement and maintain policies and procedures consistent with current best practices re ...
Key Private Bank Client Relationship Associate - Hartford, United States - KeyCorp
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Key Private Bank Client Relationship Associate page is loadedKey Private Bank Client Relationship Associate
Apply
locations
Hartford, CT
time type
Full time
posted on
Posted Yesterday
job requisition id
R-24691
Location:225 Asylum Street, Suite Hartford, Connecticut 06103
Job SummaryThe Client Relationship Associate (CRA) supports the KPB sales team to 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.ResponsibilitiesPrepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
Schedule internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends and contributes to market huddles /pods.
Follows up after client meetings on takeaways and next steps.Understanding (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities.
Coordinate officer transitions when team members transition on or off the KPB sales team.Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information.
Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.Assists Sales team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
Works with team to plan and manage client events, attending as needed.Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education QualificationsBachelor's Degree (preferred)Experience Qualifications3+ years related work experience or equivalent combination of work/educational background (required)
Tactical SkillsGeneral knowledge of financial services and wealth management.
Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Ability to exercise discretion due to accessing and handling highly sensitive information.Ability to learn and use proprietary software, databases, and systems.
Proficient in all Microsoft Office Applications.
Personal SkillsCollaboration:
Demonstrates a basic understanding of collaborative processes and provides examples of how collaboration has or can help the organizational reach its goals
Digital Awareness:
The ability to explain the concept, objectives, and major elements of relevant technologies and tools within the organizationEmpathy: Discusses others' point of view, recognizers what they may be feeling, and demonstrates an active interest in their concerns
Problem Solving:
Utilizes accepted procedures for problem analysis and resolution; explains the value of a disciplined approach to problem solvingResilience: The ability to view problems and challenges as opportunities to grow personally and professionally
Practical SkillsBusiness Acumen:
Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerationsOral &
Written Communication:
Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience
Risk Management:
Describes key issues and benefits of risk management practices and makes use of organizational resources for risk avoidance and management
Core CompetenciesAll KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical DemandsGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional
lifting/pushing/pulling
of backpacks, computer bags up to 10 lbs
Job Posting Expiration Date:
05/31/2024
KeyCorp 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.
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
.
Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation's largest financial services companies.
Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
At Key we've made a promise to our clients that they will always have a champion in us.To deliver on that promise, we're committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.
#J-18808-Ljbffr