3 wealth management client associate jobs found in Brooklyn

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: 4910 Tiedeman Road, Brooklyn Ohio Job Summary Senior Engineer contribute to the design, delivery, automation, and support of infrastructure services and solutions; partners cross-functionally to come up with solutions. Essential Functions Builds, maintains, and documents infrastructure components for work assigned; performs peer reviews. Participates in the overall health, performance, and availability and actively works resolution of system and client experience impacts for one or more environments, applications, or platforms. Embraces mentorship and training from senior engineers; shares own perspective on KeyBank processes and/or applicable trends and previous experiences. Tests continuous improvement ideas to reduce expenses and/or improve efficiency. Follows and recommends IT standards (e.g. info security, audit, compliance, etc.). Assesses the technical viability of new and existing solutions and capabilities. Contributes to technical...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Trust Team Manager manages a group of trust professionals that are focused on professional quality administration assistance with emphasis on high technical competence and client service to ensure that needs of High Net Worth clients and beneficiaries are met.  Confidentiality and privacy of client information is paramount.  The role will have leadership responsibility for a team of Associates/Analysts/Assistants. Fulfills fiduciary responsibilities of KeyBank by providing expert assistance to Trust Officers and counsel to High Net Worth clients and beneficiaries. Actively assists in the management of trust relationships, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. ESSENTIAL JOB FUNCTIONS The role of the Trust Team Manager is to act as a player coach to the...