9 client service associate jobs found in Cleveland

Location: 127 Public Square, Cleveland Ohio Job Summary Reporting to the Head of Key Private Bank, the National Director of Service and Sales Support is responsible for leading the national Associate organization that enables client satisfaction, growth, and sales execution across Key Private Bank (KPB). This role oversees the delivery of a consistent, high-quality client experience by driving efficient, scalable support processes in partnership with KPB Field Teams and enterprise banking partners. The Director ensures the effective execution of fiduciary, banking, credit, planning, CRM, and sales-support activities while continuously identifying opportunities to improve processes, reduce friction, and enhance both the client and employee experience. A key focus of this role is advancing operational excellence through technology enablement, standardization, and change leadership. This leader brings deep expertise in the KPB client experience and sales process and plays a...

Location: 127 Public Square, Cleveland Ohio Job Summary The Vice President, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documentation to support multimillion-dollar credit requests within the State & Local Governments and Education (SLED) portfolio. These activities support the growth of funded assets and client relationships while maintaining asset quality within the Bank’s defined risk appetite. Credit activities include obtaining initial approval for new and, at times, complex credit exposure (e.g., municipal loans, leases, lines of credit, ACH exposure, and other public sector lending products), as well as amendments, renewals, and modifications to existing facilities. The VP, Portfolio Management is also responsible for ongoing credit monitoring and risk rating for a portfolio of SLED clients, including municipalities and not-for-profit education institutions, with a level of...

Location: 127 Public Square, Cleveland Ohio Job Summary The Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing and constructing customized investment portfolios for ultra-high-net-worth clients within a fiduciary framework. This role provides strategic, technical, and people leadership to ensure consistent investment excellence, risk management, and client outcomes across the platform. The Manager operates in a player-coach capacity, balancing team leadership responsibilities with managing a select portfolio of client relationships and providing investment advice. This role partners closely with Client Development leadership and other Family Wealth Segment stakeholders to drive high-quality client strategies, scalable processes, and strong team performance. Essential Functions Lead, coach, and develop a team of Family Wealth Portfolio Strategists responsible for managing large, complex discretionary portfolios for...

Location: 127 Public Square, Cleveland Ohio JOB SUMMARY KeyBank National Association is seeking an experienced attorney to join Key Legal’s Employment Law Section.  Candidates should have a minimum of 3 years of demonstrated experience and familiarity with ERISA retirement and health & welfare plans, cafeteria plans, executive compensation arrangements, non-qualified deferred compensation plans, and agency audits.  Knowledge of Financial Services Law, incentive compensation, wage and hour laws, minimum wage laws, employment litigation, and other employment federal/state laws is preferred, but not required. The location for this position is Cleveland, Ohio.  This is not a remote position.  In office attendance is required. ESSENTIAL JOB FUNCTIONS Provide comprehensive legal support and advice regarding Key’s benefits and compensation arrangements Perform due diligence and provide other legal support as needed in connection with corporate transactions...

Location: 127 Public Square, Cleveland Ohio Job Summary The VP, 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, occasionally complex, 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 VP, 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 with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners...

Location: 14006 Kinsman - Cleveland, Ohio 44120 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey....

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: 1942 East 105th Street - Cleveland, Ohio 44106 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

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...