Client Specialist jobs at Huntington National Bank

The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc. Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio. Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions. Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities Perform other duties as assigned. Basic Qualifications: High school, GED, or equivalent required 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations Preferred Qualifications Bachelor's Degree Proficient use of Microsoft Office and other digital resources Excellence in customer service, initiative-taking, focused and goal oriented. Excellent written and verbal communication skills, including grammar and demeanor. Strong ability to facilitate and negotiate. Strong organizational skills with diligence, planning and follow-up. Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization. Ability to work independently on multiple tasks without compromising quality. Enhanced critical thinking and analytical skills. Adaptable to change. Promoter of Huntington and Commercial cultures. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $27.40 - $54.33 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location). Remote Option: If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote. Job Summary The Installation and Technical Support Team is part of the Commercial Onboarding & Servicing (COS) ecosystem. COS consists of five functions: Commercialization & COS Capabilities, Commercial Digital, Employee Experience & Issue Resolution, Onboarding and Servicing. We strive for seamless, transparent, accountable client experiences, enabling and deepening client relationships and retention. (COS) is building a sustainable, scalable, and digitally enabled operating model, all while empowering, promoting, and enhancing client and employee experience. At Key Bank, our client relationships are our top priority. We are looking for a dedicated and personable Installation & Technical Support (ITS) advisor to implement, activate and service our clients who are utilizing gateway solutions. The ideal candidate will have a passion for driving results while providing exceptional customer service. Essential Functions Able to train clients during the onboarding process on all aspects of the following third party gateways: Authorize.net, CardConnect, Cybersource, CoreCommerce, Bridgepay, Tempest, Freedom Pay Create and manage servicing tickets, including updating demographic information across Fiserv and KeyBank systems, assisting merchants with DDA changes, and supporting other account maintenance tasks. Assist client through fraud/risk protocol updates on gateway to protect client/bank from fraud losses Create, update and follow client playbook for complete training Provide ongoing client support for payment gateways and terminal devices, ensuring smooth operation, troubleshooting issues, and assisting with configuration and usage. Partner with Product owner on updates and observations; assist in enhancing sales training and value to clients through feedback and reporting Handle escalated servicing requests related to third party gateways; including pricing, downgrades, processing errors, security velocity and appropriate product upgrades/enhancements Create, update and provide appropriate reporting to validate results and value added to clients Create and deliver ad hoc reporting as requested Work Experience Minimum 3 years Merchant Services and/or Acquirer experience required Minimum 3 years of experience working within onboarding, client escalation management, sales experience, specifically customer facing required Knowledge of payment gateway, features and functionalities required Project Management skills, including ability to multitask and prioritize several responsibilities simultaneously Strong written and verbal communication skills Good attention to detail and organizational skills Excellent time management skills An ability to change, influence others, and foster teamwork A team player with proven ability to build strong collaborative relationships with internal partners Dedicated to exceeding the expectations of clients Ability to identify inefficient processes, recommend solutions Preferred Qualifications Experience working with Fiserv and/or Elavon Training clients on Merchant or reseller gateway Proficiency with software like Excel Physical Demands General office environment: Prolonged sitting, ability to communicate face-to-face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel/Driving Requirements May need to travel to corporate office Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. About Commercial Bank and Merchant Services The Commercial Bank, now inclusive of Payments, is the heart of KeyBank's business segment and is targeted for rapid growth. Comprised of commercial client relationship teams, commercial risk, onboarding and servicing, Institutional Bank payments business development and payments products and solutions. The Commercial Bank caters to a wide breadth of industry verticals and client segments, and our portfolio of solutions is positioned to support commercial entities of all sizes - from a mom-and-pop restaurant, to a publicly traded company. Key Merchant Services supports over 30,000 businesses with secure, scalable payment solutions. We offer flexible processing tools, integrated gateways, industry-specific solutions tailored to client needs, and compliance support to reduce risk and ensure PCI-DSS standards. This position is NOT eligible for employment visa sponsorship for non-U.S. citizens COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/02/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location). Remote Option: If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote. Hours: 8-5pm EST Job Summary The Senior Client Service Specialist is is responsible for handling various escalated and complex requests surrounding the day to day servicing of clients (Payments, Embedded Banking, Healthcare, Issuing). The Senior Client Service Specialist will handle escalated client requests or concerns to include conversations with the client, document detail in bank complaint tracking system and presenting root cause findings to leadership for improvement of overall experience with the customer. They will assist with client conversions and implementations, updating equipment, rate reviews and be the escalation point for Relationship Managers, as appropriate, and provide overall support business as needed. ESSENTIAL JOB FUNCTIONS Support client acquisition, cross-sell, and/or retention initiatives through providing tracking information as well as insights based on client escalation analysis. Handle, resolve and track all client escalations determining root cause and reporting issues to manager to prevent future issues. Review daily security (PTS, funds held) reporting from processing vendor. Provide bank reference as appropriate and work with leadership as needed to approve release of funds and ticket limit increases. Partner effectively with internal partners to validate success of processing relationship and provide process improvement guidance to enhance efficiencies to leadership. Handle client service requests with efficiency and accuracy keeping the client's needs in mind. Review and analyze and action daily call reporting from vendor to verify procedures are being followed and clients' needs were met, additional outreach to the client, if appropriate. Speak with clients to assist with escalated issues to determine best next steps for client and resolve client issues. Includes tracking and reporting on root causes to manager. Document escalated issues in bank complaint tracking system. Assist with equipment training and implementation for clients that have escalated through processing partner or internal partner. Be point of escalation for Relationship Managers. Handle communication around lease declinations, buy backs, DDA changes and managed client engagement to ensure merchant contacts vendor directly. Create and deliver ad hoc report as requested and appropriate. REQUIRED QUALIFICATIONS Minimum 5 + years in financial services Experience in client escalation management Experience at an acquiring bank/acquirer/ merchant services, direct working experience or understanding from banking of merchant services Strong analytical skills. Excellent problem solving and quantitative skills. Strong internal and external communication skills. Organizational skills, including ability to prioritize work. Must be able to handle fast paced, ever changing work environment. Excellent time management skills. Attention to detail. A team player with proven ability to build strong collaborative relationships with internal partners. Dedicated to exceeding the expectations of clients. Ability to identify inefficient processes, recommend solutions. An ability to change, influence others, and foster teamwork. Proficiency with PCs and standard Microsoft Office software. PREFERRED QUALIFICATIONS Experience in Healthcare vendor services (i.e.. Guidehouse, Revspring, RMS, Zelis Payments, Etc.) Card issuing Experience with Payments / Embedded Banking, direct working experience or understanding Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This position is NOT eligible for employment visa (e.g., H-1B) sponsorship. Applicants must be currently authorized to work in the United Stated on a full-time basis. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/30/2025 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process. Responsibilities Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. Schedule internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends and contributes to market huddles /pods. Follows up after client meetings on takeaways and next steps. Understanding (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue. Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. Coordinate officer transitions when team members transition on or off the KPB sales team. Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer. Assists Sales team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities). Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc. Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance). Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed. Works with team to plan and manage client events, attending as needed. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree (preferred) Experience Qualifications A minimum of 3 years related work experience or equivalent combination of work/educational background (required) Tactical Skills General knowledge of financial services and wealth management. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. Ability to exercise discretion due to accessing and handling highly sensitive information. Ability to learn and use proprietary software, databases, and systems. Proficient in all Microsoft Office Applications. Personal Skills Collaboration: Demonstrates a basic understanding of collaborative processes and provides examples of how collaboration has or can help the organizational reach its goals Digital Awareness: The ability to explain the concept, objectives, and major elements of relevant technologies and tools within the organization Empathy: Discusses others' point of view, recognizers what they may be feeling, and demonstrates an active interest in their concerns Problem Solving: Utilizes accepted procedures for problem analysis and resolution; explains the value of a disciplined approach to problem solving Resilience: The ability to view problems and challenges as opportunities to grow personally and professionally Practical Skills Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations Oral & Written Communication: Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience Risk Management: Describes key issues and benefits of risk management practices and makes use of organizational resources for risk avoidance and management Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

The SBA Client Specialist Sr works with Product Specialists, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies and the banking Markets to collect due diligence and promote the loan closing process. Duties & Responsibilities: Coordinates interaction between these parties all within the defined SBA loan closing SLA of 30-45 days. Assists other colleagues with difficult situations or customers. Prepares SBA Loan commitment letters and application documents. Responsible for initial SBA Compliance and preparing the loan commitment package. Reviews other Client Specialists' commitment letters for accuracy. Orders third party reports and provides to correct parties for review. Subject matter expert in the SBA lending process. Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of SBA lending. Coordinates with all parties to establish closing date. Schedules closing and arranges the distribution of docs. Other duties as assigned. Basic Qualifications High School Diploma A minimum of three years of experience with consumer or business banking loans, and customer service, sales, or client management Preferred Qualifications: Excellent organizational, multi-tasking and time management skills Ability to work in a fast-paced, production environment. Experience with SBA lending Experience with Huntington Business Banking & Velocity programs Very strong Sales/Customer Service skills Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results. Experience with Microsoft Office software and other HNB systems. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process. Essential Functions Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods. Owns follow up after client meetings on takeaways and next steps. Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue. Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities. Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents. Coordinate officer transitions when team members transition on or off the KPB sales team. Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed. Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer. Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities). Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc. Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance). Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed. Works with team to plan and manage client events, attending as needed. Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's Degree or equivalent experience (preferred) Work Experience A minimum of 3 years related work experience or equivalent combination of work/educational background (required) Skills General knowledge of financial services and wealth management. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. Ability to exercise discretion due to accessing and handling highly sensitive information. Ability to learn and use proprietary software, databases, and systems. Proficient in all Microsoft Office Applications. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

We're seeking someone to join our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: • Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team • Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements • Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output • Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution • Provide dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills • Research and resolve problems with both internal and external clients accurately and in a timely manner • Proactively communicate with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. Communicate with beneficiaries the process and work with them to collect required docs to complete case for account transfer/liquidation • Leverage Morgan Stanley systems and ensure all case interactions are appropriately entered and documented What you'll bring to the role: • Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision • Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests • Culture carrier across Operations, embracing the Firm's core values • College degree preferred • 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team * Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements * Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output * Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution * Provide dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills * Research and resolve problems with both internal and external clients accurately and in a timely manner * Proactively communicate with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. Communicate with beneficiaries the process and work with them to collect required docs to complete case for account transfer/liquidation * Leverage Morgan Stanley systems and ensure all case interactions are appropriately entered and documented What you'll bring to the role: * Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision * Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests * Culture carrier across Operations, embracing the Firm's core values * College degree preferred * 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships. Responsibilities Support the Key Private Bank team in the delivery of the sales and client experience process by managing tasks in a centralized work queue shared across multiple markets. Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention. Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures. Understand and follow all client authentication processes and procedures to protect clients and Key from loss. Understand and identify red flags of fraudulent and money laundering activity. Escalate instances according to procedure. Partner closely with the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer. Remain knowledgeable about products, pricing, and features, as well as the relevant processes, procedures and systems to perform the job. Provide assistance to KPB RMs and Officers on internal support systems and functions so that procedures and programs are being utilized properly. Maintain client data quality and leverage Customer Relationship Management system (Salesforce) to update client information. Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Associate's degree (preferred) Experience Qualifications Minimum of 3 years related work experience or equivalent combination of work/educational background (required) Tactical Skills General knowledge of financial products and services, including banking, trust and investments. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. Ability to maintain all servicing aspects of the client relationship. Ability to exercise discretion due to accessing and handling highly sensitive information. Ability to learn and use proprietary software, databases and systems. Proficient in all Microsoft Office Applications. Personal Skills Collaboration Digital Awareness Empathy Problem Solving Resilience Practical Skills Business Acumen Oral & Written Communication Risk Management Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/31/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process • Assisting with general in-office support functions such as copying, filing and scanning documentation • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge/Skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Detail orientated with superior organizational skills and ability to prioritize • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multitask • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * At least 5 years of industry experience required * Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Under moderate supervision SPOC Specialist will work with borrowers, foreclosure attorneys, and internal departments such as Loss Mitigation, Bankruptcy and Foreclosure, in an attempt to provide the borrower with current account status and information regarding their Loss Mitigation application. The specialist works to minimize customer complaints and frustration involved in understanding the complexities of foreclosure and loss mitigation efforts. The Specialist must be well versed in departmental, investor, insurer and legal guidelines in all states. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. DUTIES & RESPONSIBILITIES: #Analyze the borrower situations and requests. Responding to all borrower inquiries in a timely manner. #Commitment to a sound customer experience and dedication to assist the borrower with any loan questions including but not limited to Loss Mitigation, Foreclosure, Bankruptcy, Escrow or related Customer Service issues when applicable. # Knowledge of all Loss Mitigation options offered by Fifth Third Bank and available to the borrower. # Must be able to provide the borrower on the actions needed to be evaluated for Loss Mitigation options, specifically the application process, pending deadlines and the denial appeal process if applicable. # Welcome calls to the borrower. # Full and complete servicing system documentation on all borrower contact and contact attempts. # Ability to provide timely live telephonic responses to all customer inquiries regarding the Loss Mitigation application process or other loan related inquiries. #Responds and researches customer inquiries. Researches appropriate course of action. Follows up with management when needed to escalate potential issues. #Extensive knowledge of FiServ, ALS, CACS, COMIT and ACE. #Review foreclosure holds and pending foreclosure action for accuracy. Possessing full knowledge of circumstances under which Fifth Third may make a referral to foreclosure. # Ensure timeline are being met. #Continue to monitor loan resolution status from 45 day delinquent through the Loss Mitigation effort and until Foreclosure sale. Acknowledging special GÇ£continuity of contactGÇ¥ designation and responsibility does not end until the loan is currentforathree consecutive months. #Ensures that all required documentation is made available to management for problem resolution. # Corresponds with borrower on account status and progress. #Updates records to ensure that the customer has received the appropriate assistance, and that Fifth Third Bank has knowledge of the location and condition of the collateral. #Reviews and analyzes pay histories and customer records. # Ensures system is properly updated for monthly reporting. # Performs other duties as assigned by the management team. # Interacts with numerous internal departments to obtain information and complete research necessary for customer inquiries. # Assist internal departments with following up on missing Loss Mitigation application documents. KNOWLEDGE & SKILLS REQUIRED: #High School Diploma or equivalent. #Minimum 2 years Collections or Default Servicing experience. #Intermediate proficiency level in Microsoft Word and Excel. #Excellent oral and written communication skills. #Understanding of collections and default servicing practices. Loss Mitigation, foreclosure, bankruptcy and REO experience preferred. #Ability to evaluate a customer#s situation without judgment being a customer advocate. #Excellent customer service skills with both external and internal customers. #Required to know & adhere to FDCPA / Privacy Act / state laws as well as other bank policies and investor requirements in regards to collection guidelines. #Strong organizational skills and attention to detail. #Ability to work independently with minimal supervision. #Ability to work overtime as needed. #Strong telephone and follow-up skills, and the ability to meet deadlines. #Working knowledge of collection processes and procedures required. #Must be able to work in a team environment to interact with employees and all levels of the organizations. WORKING CONDITIONS: #Normal office environment with little exposure to dust, and extreme temperatures. #Noise level is moderate to high. #Extending viewing of computer screens. #Repetitive Keystroke movements and typing skills. #Lift and/or move up to 10 lbs; occasionally lift/and or move up to 25lbs. #Extensive time on the phone with customers up to 100% of the workday. Homeowners Asst Customer Care Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Under moderate supervision SPOC Specialist will work with borrowers, foreclosure attorneys, and internal departments such as Loss Mitigation, Bankruptcy and Foreclosure, in an attempt to provide the borrower with current account status and information regarding their Loss Mitigation application. The specialist works to minimize customer complaints and frustration involved in understanding the complexities of foreclosure and loss mitigation efforts. The Specialist must be well versed in departmental, investor, insurer and legal guidelines in all states. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. DUTIES & RESPONSIBILITIES: #Analyze the borrower situations and requests. Responding to all borrower inquiries in a timely manner. #Commitment to a sound customer experience and dedication to assist the borrower with any loan questions including but not limited to Loss Mitigation, Foreclosure, Bankruptcy, Escrow or related Customer Service issues when applicable. # Knowledge of all Loss Mitigation options offered by Fifth Third Bank and available to the borrower. # Must be able to provide the borrower on the actions needed to be evaluated for Loss Mitigation options, specifically the application process, pending deadlines and the denial appeal process if applicable. # Welcome calls to the borrower. # Full and complete servicing system documentation on all borrower contact and contact attempts. # Ability to provide timely live telephonic responses to all customer inquiries regarding the Loss Mitigation application process or other loan related inquiries. #Responds and researches customer inquiries. Researches appropriate course of action. Follows up with management when needed to escalate potential issues. #Extensive knowledge of FiServ, ALS, CACS, COMIT and ACE. #Review foreclosure holds and pending foreclosure action for accuracy. Possessing full knowledge of circumstances under which Fifth Third may make a referral to foreclosure. # Ensure timeline are being met. #Continue to monitor loan resolution status from 45 day delinquent through the Loss Mitigation effort and until Foreclosure sale. Acknowledging special Gǣcontinuity of contactGǥ designation and responsibility does not end until the loan is currentforathree consecutive months. #Ensures that all required documentation is made available to management for problem resolution. # Corresponds with borrower on account status and progress. #Updates records to ensure that the customer has received the appropriate assistance, and that Fifth Third Bank has knowledge of the location and condition of the collateral. #Reviews and analyzes pay histories and customer records. # Ensures system is properly updated for monthly reporting. # Performs other duties as assigned by the management team. # Interacts with numerous internal departments to obtain information and complete research necessary for customer inquiries. # Assist internal departments with following up on missing Loss Mitigation application documents. KNOWLEDGE & SKILLS REQUIRED: #High School Diploma or equivalent. #Minimum 2 years Collections or Default Servicing experience. #Intermediate proficiency level in Microsoft Word and Excel. #Excellent oral and written communication skills. #Understanding of collections and default servicing practices. Loss Mitigation, foreclosure, bankruptcy and REO experience preferred. #Ability to evaluate a customer#s situation without judgment being a customer advocate. #Excellent customer service skills with both external and internal customers. #Required to know & adhere to FDCPA / Privacy Act / state laws as well as other bank policies and investor requirements in regards to collection guidelines. #Strong organizational skills and attention to detail. #Ability to work independently with minimal supervision. #Ability to work overtime as needed. #Strong telephone and follow-up skills, and the ability to meet deadlines. #Working knowledge of collection processes and procedures required. #Must be able to work in a team environment to interact with employees and all levels of the organizations. WORKING CONDITIONS: #Normal office environment with little exposure to dust, and extreme temperatures. #Noise level is moderate to high. #Extending viewing of computer screens. #Repetitive Keystroke movements and typing skills. #Lift and/or move up to 10 lbs; occasionally lift/and or move up to 25lbs. #Extensive time on the phone with customers up to 100% of the workday. Homeowners Asst Customer Care Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Under moderate supervision SPOC Specialist will work with borrowers, foreclosure attorneys, and internal departments such as Loss Mitigation, Bankruptcy and Foreclosure, in an attempt to provide the borrower with current account status and information regarding their Loss Mitigation application. The specialist works to minimize customer complaints and frustration involved in understanding the complexities of foreclosure and loss mitigation efforts. The Specialist must be well versed in departmental, investor, insurer and legal guidelines in all states. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. DUTIES & RESPONSIBILITIES: #Analyze the borrower situations and requests. Responding to all borrower inquiries in a timely manner. #Commitment to a sound customer experience and dedication to assist the borrower with any loan questions including but not limited to Loss Mitigation, Foreclosure, Bankruptcy, Escrow or related Customer Service issues when applicable. # Knowledge of all Loss Mitigation options offered by Fifth Third Bank and available to the borrower. # Must be able to provide the borrower on the actions needed to be evaluated for Loss Mitigation options, specifically the application process, pending deadlines and the denial appeal process if applicable. # Welcome calls to the borrower. # Full and complete servicing system documentation on all borrower contact and contact attempts. # Ability to provide timely live telephonic responses to all customer inquiries regarding the Loss Mitigation application process or other loan related inquiries. #Responds and researches customer inquiries. Researches appropriate course of action. Follows up with management when needed to escalate potential issues. #Extensive knowledge of FiServ, ALS, CACS, COMIT and ACE. #Review foreclosure holds and pending foreclosure action for accuracy. Possessing full knowledge of circumstances under which Fifth Third may make a referral to foreclosure. # Ensure timeline are being met. #Continue to monitor loan resolution status from 45 day delinquent through the Loss Mitigation effort and until Foreclosure sale. Acknowledging special GÇ£continuity of contactGÇ¥ designation and responsibility does not end until the loan is currentforathree consecutive months. #Ensures that all required documentation is made available to management for problem resolution. # Corresponds with borrower on account status and progress. #Updates records to ensure that the customer has received the appropriate assistance, and that Fifth Third Bank has knowledge of the location and condition of the collateral. #Reviews and analyzes pay histories and customer records. # Ensures system is properly updated for monthly reporting. # Performs other duties as assigned by the management team. # Interacts with numerous internal departments to obtain information and complete research necessary for customer inquiries. # Assist internal departments with following up on missing Loss Mitigation application documents. KNOWLEDGE & SKILLS REQUIRED: #High School Diploma or equivalent. #Minimum 2 years Collections or Default Servicing experience. #Intermediate proficiency level in Microsoft Word and Excel. #Excellent oral and written communication skills. #Understanding of collections and default servicing practices. Loss Mitigation, foreclosure, bankruptcy and REO experience preferred. #Ability to evaluate a customer#s situation without judgment being a customer advocate. #Excellent customer service skills with both external and internal customers. #Required to know & adhere to FDCPA / Privacy Act / state laws as well as other bank policies and investor requirements in regards to collection guidelines. #Strong organizational skills and attention to detail. #Ability to work independently with minimal supervision. #Ability to work overtime as needed. #Strong telephone and follow-up skills, and the ability to meet deadlines. #Working knowledge of collection processes and procedures required. #Must be able to work in a team environment to interact with employees and all levels of the organizations. WORKING CONDITIONS: #Normal office environment with little exposure to dust, and extreme temperatures. #Noise level is moderate to high. #Extending viewing of computer screens. #Repetitive Keystroke movements and typing skills. #Lift and/or move up to 10 lbs; occasionally lift/and or move up to 25lbs. #Extensive time on the phone with customers up to 100% of the workday. Homeowners Asst Customer Care Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location). Remote Option: If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote. Hours: 8-5pm EST Job Summary The Senior Client Service Specialist is is responsible for handling various escalated and complex requests surrounding the day to day servicing of clients (Payments, Embedded Banking, Healthcare, Issuing). The Senior Client Service Specialist will handle escalated client requests or concerns to include conversations with the client, document detail in bank complaint tracking system and presenting root cause findings to leadership for improvement of overall experience with the customer. They will assist with client conversions and implementations, updating equipment, rate reviews and be the escalation point for Relationship Managers, as appropriate, and provide overall support business as needed. ESSENTIAL JOB FUNCTIONS Support client acquisition, cross-sell, and/or retention initiatives through providing tracking information as well as insights based on client escalation analysis. Handle, resolve and track all client escalations determining root cause and reporting issues to manager to prevent future issues. Review daily security (PTS, funds held) reporting from processing vendor. Provide bank reference as appropriate and work with leadership as needed to approve release of funds and ticket limit increases. Partner effectively with internal partners to validate success of processing relationship and provide process improvement guidance to enhance efficiencies to leadership. Handle client service requests with efficiency and accuracy keeping the client's needs in mind. Review and analyze and action daily call reporting from vendor to verify procedures are being followed and clients' needs were met, additional outreach to the client, if appropriate. Speak with clients to assist with escalated issues to determine best next steps for client and resolve client issues. Includes tracking and reporting on root causes to manager. Document escalated issues in bank complaint tracking system. Assist with equipment training and implementation for clients that have escalated through processing partner or internal partner. Be point of escalation for Relationship Managers. Handle communication around lease declinations, buy backs, DDA changes and managed client engagement to ensure merchant contacts vendor directly. Create and deliver ad hoc report as requested and appropriate. REQUIRED QUALIFICATIONS Minimum 5 + years in financial services Experience in client escalation management Experience at an acquiring bank/acquirer/ merchant services, direct working experience or understanding from banking of merchant services Strong analytical skills. Excellent problem solving and quantitative skills. Strong internal and external communication skills. Organizational skills, including ability to prioritize work. Must be able to handle fast paced, ever changing work environment. Excellent time management skills. Attention to detail. A team player with proven ability to build strong collaborative relationships with internal partners. Dedicated to exceeding the expectations of clients. Ability to identify inefficient processes, recommend solutions. An ability to change, influence others, and foster teamwork. Proficiency with PCs and standard Microsoft Office software. PREFERRED QUALIFICATIONS Experience in Healthcare vendor services (i.e.. Guidehouse, Revspring, RMS, Zelis Payments, Etc.) Card issuing Experience with Payments / Embedded Banking, direct working experience or understanding Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This position is NOT eligible for employment visa (e.g., H-1B) sponsorship. Applicants must be currently authorized to work in the United Stated on a full-time basis. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/30/2025 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location). Remote Option: If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote. Job Summary The Installation and Technical Support Team is part of the Commercial Onboarding & Servicing (COS) ecosystem. COS consists of five functions: Commercialization & COS Capabilities, Commercial Digital, Employee Experience & Issue Resolution, Onboarding and Servicing. We strive for seamless, transparent, accountable client experiences, enabling and deepening client relationships and retention. (COS) is building a sustainable, scalable, and digitally enabled operating model, all while empowering, promoting, and enhancing client and employee experience. At Key Bank, our client relationships are our top priority. We are looking for a dedicated and personable Installation & Technical Support (ITS) advisor to implement, activate and service our clients who are utilizing gateway solutions. The ideal candidate will have a passion for driving results while providing exceptional customer service. Essential Functions Able to train clients during the onboarding process on all aspects of the following third party gateways: Authorize.net, CardConnect, Cybersource, CoreCommerce, Bridgepay, Tempest, Freedom Pay Create and manage servicing tickets, including updating demographic information across Fiserv and KeyBank systems, assisting merchants with DDA changes, and supporting other account maintenance tasks. Assist client through fraud/risk protocol updates on gateway to protect client/bank from fraud losses Create, update and follow client playbook for complete training Provide ongoing client support for payment gateways and terminal devices, ensuring smooth operation, troubleshooting issues, and assisting with configuration and usage. Partner with Product owner on updates and observations; assist in enhancing sales training and value to clients through feedback and reporting Handle escalated servicing requests related to third party gateways; including pricing, downgrades, processing errors, security velocity and appropriate product upgrades/enhancements Create, update and provide appropriate reporting to validate results and value added to clients Create and deliver ad hoc reporting as requested Work Experience Minimum 3 years Merchant Services and/or Acquirer experience required Minimum 3 years of experience working within onboarding, client escalation management, sales experience, specifically customer facing required Knowledge of payment gateway, features and functionalities required Project Management skills, including ability to multitask and prioritize several responsibilities simultaneously Strong written and verbal communication skills Good attention to detail and organizational skills Excellent time management skills An ability to change, influence others, and foster teamwork A team player with proven ability to build strong collaborative relationships with internal partners Dedicated to exceeding the expectations of clients Ability to identify inefficient processes, recommend solutions Preferred Qualifications Experience working with Fiserv and/or Elavon Training clients on Merchant or reseller gateway Proficiency with software like Excel Physical Demands General office environment: Prolonged sitting, ability to communicate face-to-face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel/Driving Requirements May need to travel to corporate office Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. About Commercial Bank and Merchant Services The Commercial Bank, now inclusive of Payments, is the heart of KeyBank's business segment and is targeted for rapid growth. Comprised of commercial client relationship teams, commercial risk, onboarding and servicing, Institutional Bank payments business development and payments products and solutions. The Commercial Bank caters to a wide breadth of industry verticals and client segments, and our portfolio of solutions is positioned to support commercial entities of all sizes - from a mom-and-pop restaurant, to a publicly traded company. Key Merchant Services supports over 30,000 businesses with secure, scalable payment solutions. We offer flexible processing tools, integrated gateways, industry-specific solutions tailored to client needs, and compliance support to reduce risk and ensure PCI-DSS standards. This position is NOT eligible for employment visa sponsorship for non-U.S. citizens COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/02/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

We are seeking dedicated and detail-oriented Accounts Team Specialists to join our team. This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications. The Accounts Team Specialists will report directly to the Regional Accounts Team Manager. Key Responsibilities: Review and approve New Accounts and Account Modification requests. Provide exceptional customer service to internal partners. Research and resolve issues and deficiencies efficiently. Ensure timely follow-up and resolution of inquiries. Manage a high volume of requests in a fast-paced environment. Apply firm policies and procedures on account opening and maintenance, including KYC and CIP standards. Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation. Participate in projects and remediation efforts as needed. Qualifications: FINRA Series 9/10 or Series 4 and 24 required. Excellent interpersonal and client service skills. Strong written and verbal communication skills. Ability to thrive in a dynamic and fast-paced environment. Why Join Us? Opportunity to work with a leading firm Supportive and inclusive work culture. Opportunities for professional development and growth. Competitive salary and benefits package. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).