Wealth Management Ops Intern: Streamline Client Experience

key bankBrooklyn, OH

7 days ago

Occupations

Brokerage Clerks Business Operations Specialists, All Other Financial Clerks, All Other

Industries

Portfolio Management and Investment Advice Miscellaneous Financial Investment Activities Trust, Fiduciary, and Custody Activities

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About the role

Key Bank's Key Wealth Management division invites rising juniors and seniors to join the Client Support & Experience Internship in Brooklyn, OH. This 10.5-week program focuses on operations and enablement, building workflows, tools, and coaching infrastructure for premium client service. The role emphasizes collaboration across Advisors, Portfolio Managers, Trust Officers, and Planners, with hands-on tasks in automating processes and delivering insights using Excel and Power Point.

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JOB OVERVIEW

Experience level

Intern

Location

Brooklyn, OH

Occupation

Brokerage Clerks

Industry

Portfolio Management and Investment Advice

Posted

7 days ago

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