Now Hiring - KeyBank - Philanthropic Relationship Manager in Cleveland, OH

Location:

The Relationship Manager (RM) is the primary IAS client contact or all institutional asset services needs and inquiries outside of actual execution and processing. The main focus for the RM is client satisfaction/consulting; regulatory oversight/compliance; and accurate, superior, and proactive service delivery. The RM is principally responsible for the proper administration of trust, agency, and custody accounts in accordance with the terms of the governing documents, KeyBank policies and procedures, and regulatory requirements.

In addition to overseeing day-to-day account activity and other members of the assigned client management team, the RM works closely with IAS Portfolio Managers, KeyBank Legal Department, Enterprise Operations, and other internal departments and frequently serves as the client’s coordinator for all bank services and products in an effort to meet all client financial and reporting needs. The RM also works in conjunction with attorneys, accountants, and consultants to provide valuable ideas and solutions and must keep current with changes in trust, pension, and nonprofit laws and regulations, as well as keep abreast of major technological advances and improvements in service delivery models.

The RM is responsible for the most complex and sensitive IAS client relationships and must maintain the highest standard of quality in the delivery of all client services. In addition, the RM is accountable for the retention and growth of the assigned book-of-business. Professionals in RM positions possess the strongest skill sets required of Relationship Managers in the IAS world, demonstrating extensive business knowledge, subject matter expertise, and sound decision-making.

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

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