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Private Bank Portfolio Management Associate III in Toledo, OH at Key Bank- Corporate

Date Posted: 2/7/2019

Job Snapshot

  • Employee Type:
  • Location:
    Toledo, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Provide portfolio management and investment support to enable assigned Portfolio Manager(s) to effectively manage accounts while maintaining an optimal level of client service. Provide administrative, operational and documentation support to assigned Portfolio Manager(s). Identify and capitalize on opportunities to expand and retain client relationships.

Provide support to assigned Portfolio Manager(s):
- Perform day- to- day functions on assigned larger, more complex accounts accurately and by necessary deadlines including reports, correspondence, technical documents, and special projects as requested.
- Prepare client and business development presentations.
- Obtain and compile information from internal/external sources to assist Portfolio Manager in the delivery of quality client service.
- Establish and maintain orderly record keeping system ensuring maintenance of confidential account files and special reports.
- Provide telephone coverage in the absence of the portfolio manager.
- Analyze account problems and recommend solutions as appropriate.
- Provide back- up for other associates/assistants.
- Assist Portfolio Managers with planning client meetings and record activity in CE desktop.
- Execute security transactions for PM's as required and follow up on trade settlement and bond maturities.

Build and maintain strong client contact:
- Identify client needs and revenue enhancement opportunities.
- May serve as primary contact for some account relationships.
- Follow- up on client issues and relay information to clients through correspondence, telephone communications and conferences.
- Resolve client requests, refer complex inquiries to the Portfolio Manager and document client interactions as needed.

Actively participate on the Portfolio Management team:
- Assist with training of new Portfolio Management Associates.
- Provide back up for other associates/assistants.
- Serve as a resource for the team on identified processing situations or other projects as needed.
- Build and maintain effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts.

- High school diploma or equivalent.
- A minimum of 4- 5 years related work experience or equivalent combination of work/educational background.
- General knowledge/understanding of investment and/or financial and/or fiduciary products and services.
- Demonstrated proficiency and effectiveness in customer service, communications, problem solving and organizational skills (including attention to detail).
- Ability to conduct research and resolve issues.
- Ability to interact effectively in a team environment.
- Ability to work, make decisions and manage client relationships independently while managing competing priorities.
- Ability to maintain all servicing aspects of the client relationship.
- Ability to learn and use proprietary software databases and systems.
- Proficiency in all Microsoft Office applications.

KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

JobID: 33433BR

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