15 client service associate jobs found

Location: 701 Twining Road - Dresher, Pennsylvania 19025 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Essential Functions Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass...

Location: 93 N Middletown Rd - Pearl River, New York 10965 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Essential Functions Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass...

Location: 102 E Yakima Avenue - Yakima, Washington 98901 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Be an active member of the Branch team and participate in in-person Branch Huddles and Debriefs. Work in a branch environment to provide in-person client...

Location: 3611 Martin Way E - Olympia, Washington 98506-5099 Job Description Preview Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production. Be an active member of the Branch team. Assist Private Client Advisor in engaging licensed and...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Commercial Credit Underwriter (1mm- 10mm commitments) is an individual contributor experienced in, and responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While under supervision of Underwriting Team Leaders, the Commercial Credit Underwriter assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for deteriorating credits while independently managing their workflow and communication with field partners. Commercial Credit Underwriter are responsible for assessing the degree of risk within a given business and recommending client credit solutions to maintain the bank's asset quality while ensuring compliance with credit policy and guidelines. Commercial Credit Underwriters are required to make loan decisions within an assigned lending...

Location: 1301 Avenue of the Americas, New York New York Job Summary The Sr Relationship Manager, Community Development Lending and Investments (CDLI) originates, structures, and negotiates low-income housing tax credit (LIHTC) investments. This role is responsible for sourcing opportunities, developing and maintaining client relationships, and supporting the growth of KeyBank's national affordable housing platform. The position offers the opportunity to manage a regional market, build deep client relationships, and contribute to sustainable community development. Essential Functions Originate and manage a portfolio of community development loans and equity investments, including affordable housing, Low-Income Housing Tax Credit (LIHTC) projects, and other CRA-qualified activities. Identify and maintain relationships with high-profile clients, organizations, and agencies in the affordable housing industry. Develop marketing strategies and plans for specific regions...

Location: 127 Public Square, Cleveland Ohio Job Summary The Vice President, Public Sector will provide day-to-day execution of investment banking mandates (Debt Capital Markets and Public Finance opportunities) as well as support new business development initiatives. Essential Functions Revenue generation based on existing or new clients Leading teams of Associates and Analysts in the provision of financing services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching, and assisting in the development of Associates and Analysts in the Public Finance Group Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses Analyzing the financial statements and operating metrics within KBCM’s Public Finance focus sectors to generate industry insights Developing a thorough understanding of the trends and competitive dynamics within the sector Understanding the financial impact of...

Location: 127 Public Square, Cleveland Ohio Job Summary KeyBanc Capital Markets (KBCM) is a leading middle-market investment bank offering a full range of advisory and capital markets services. The Investment Banking Analyst is an integral member of deal teams, supporting the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory transactions. Analysts are responsible for financial modeling, industry research, and the preparation of client materials. This role offers a dynamic and fast-paced environment with significant exposure to senior bankers, clients, and live transactions. Essential Functions Build and maintain detailed financial models to support valuation and transaction analysis. Conduct company and industry research to support business development and deal execution. Assist in the preparation of pitch books, confidential information memoranda, management presentations, and other client deliverables. Analyze financial...

Location: 1000 South McCaslin Boulevard, Superior Colorado Job Summary The Account Executive is responsible for managing a portfolio of loans within the Power, Utilities, and Renewable Energy business. This role serves as the primary interface for clients and investors, overseeing loan administration, risk monitoring, account maintenance, and customer service. The position also supports business development efforts and collaborates with internal and external stakeholders to ensure the successful execution and ongoing management of complex structured finance transactions. This role applies knowledge of lending products, syndications, and administration practices to a wide range of asset classes including complex Project Finance covering utilities, power, and renewable assets. Essential Functions Loan & Account Management Supports Relationship Managers from an Agency perspective for an assigned portfolio of accounts and new business opportunities as capacity...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary This job reports up through Banking Group Portfolio Management (BGPM). BGPM is responsible for underwriting new loan opportunities and managing a portfolio of loans in the following industry and business segments: Energy, Leveraged Finance, Healthcare, Asset Based Lending, Diversified, Middle Market (including Agribusiness), Business Banking, Private Banking, Small Business and SBA. This particular position will be primarily focused on underwriting SBA guaranteed loans. The Credit Associate is an individual contributor experienced in, and responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While under supervision of Underwriting Team Leaders, the Credit Associate assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for...

Location: 127 Public Square, Cleveland Ohio Job Summary The Associate, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Associate, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. This...

Location: 8117 Preston Road, Suite 400, Dallas Texas Job Summary The Sr Relationship Manager, Community Development Lending and Investments (CDLI) originates, structures, and negotiates low-income housing tax credit (LIHTC) investments. This role is responsible for sourcing opportunities, developing and maintaining client relationships, and supporting the growth of KeyBank's national affordable housing platform. The position offers the opportunity to manage a regional market, build deep client relationships, and contribute to sustainable community development. Essential Functions Originate and manage a portfolio of community development loans and equity investments, including affordable housing, Low-Income Housing Tax Credit (LIHTC) projects, and other CRA-qualified activities. Identify and maintain relationships with high-profile clients, organizations, and agencies in the affordable housing industry. Develop marketing strategies and plans for specific regions and...

Location: 1 California Street, San Francisco California Job Description Title: VP, Native American Financial Services About the Job  The Native American Financial Services team at KeyBanc Capital Markets is seeking to hire a Vice President to join its team. The Vice President will provide day-to-day execution of Native American banking and financing mandates as well as support new business development initiatives. The focus of our team is providing banking and financial services to Native American tribal governments and their business enterprises. Essential Job Functions  Revenue generation based on existing and new clients Leading teams of Associates and Analysts in the provision of financing services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching, and assisting in the development of Associates and Analysts. Managing and executing tasks encompassing comprehensive financial modeling and...

Location: 1301 5th Avenue, Seattle Washington Job Summary Payments Associates act as the primary day-to-day leaders for analytical and business development support, including pipeline management, financial modeling, payment process analysis, deal audits and bookings, industry research and the preparation of various presentations and documents, relationship reviews, new business pitch material, RFP responses and on-boarding plans. The roles primary responsibility is to interact with Payments Advisors, Market Leads and Line of Business Partners, who own strategic payment engagements with corporate clients and prospects. This role may also own entire transactions and interface directly with clients in presentation, negotiation, and delivery of payment solutions. Responsibilities Work with Payments Advisors, Market Leads and Line of Business Partners to organize and manage Pipelines and prepare for new business deliverables presented to c-suite leaders of corporate clients...

Location: 4211 West Boy Scout Blvd Suite 570, Tampa Florida Job Summary The Sr. Relationship Manager, Key Community Development Corporation originates, structures, and negotiates low-income housing tax credit (LIHTC) investments. This role is responsible for sourcing opportunities, developing and maintaining client relationships, and supporting the growth of KeyBank's national affordable housing platform. The position offers the opportunity to manage a regional market, build deep client relationships, and contribute to sustainable community development. Essential Functions Originate and manage a portfolio of community development loans and equity investments, including affordable housing, Low-Income Housing Tax Credit (LIHTC) projects, New Market Tax Credits (NMTC), and other CRA-qualified activities. Identify and maintain relationships with high-profile clients, organizations, and agencies in the affordable housing industry. Develop marketing strategies and plans...