3 private wealth client associate jobs found in Brooklyn

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary Working within a team environment, responsible for corporate actions processing support for securities held by Key Private Bank clients on our accounting system, Global Plus.  This position manages daily processing flows, analyzes reporting and resolves exceptions in a timely basis.  The Corporate Actions & Income Processing team supports corporate actions, class actions, proxies, dividends, and fixed income functions for Key Private Bank, Institutional Services, and Family Wealth.  This department is expected to ensure a high level of client service while also ensuring that risks to the organization are mitigated.   Other duties may include performing the daily reconciliation of bond maturities/redemptions, completing closed account class action research and supporting income processing.  In addition, this position is responsible for assisting with projects to streamline and improve departmental processes. The...

Location: 4900 Tiedeman Road, Brooklyn Ohio JOB DESCRIPTION SUMMARY: Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS: Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust and estate administration and advisory services to high-net-worth clients and their beneficiaries. The Senior Trust Officer works across Key Private Bank (KPB), collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and estate settlement accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production goals. The role may have...