Wealth Management Ops Intern: Streamline Client Experience
key bankBrooklyn, OH
Wealth Management Ops Intern: Streamline Client Experience
L1
key bankBrooklyn, OH7 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesKey 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.
Apply now
Level
InternL1
Location
Brooklyn, OH
Occupation
Brokerage Clerks
Industry
Portfolio Management and Investment Advice
Posted
7 days ago
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