Client-Focused Trust & Estate Analyst

KeyBank; Brooklyn (AL); Hybrid; USD 52,000 - 80,000; Full time

Job summary

KeyBank is seeking a Trust and Estate Analyst to support fiduciary services for Private Bank clients. You will administer settlements, review client data, analyze transactions, and collaborate with attorneys and accountants to protect and grow client relationships.

The role emphasizes fiduciary judgment, risk management, and cross-team collaboration within a hybrid work environment, with opportunities to deepen client service expertise.

Qualifications

• Bachelor's degree preferred with knowledge of fiduciary, financial and/or investment products and services.
• Progress toward or completion of fiduciary training is a plus.
• Experience in trust administration and client service preferred.

Responsibilities

• Administer settlements and serve as primary contact for select trust/agency accounts.
• Maintain client information in trust accounting and vendor systems.
• Analyze client transactions and recommend fiduciary solutions.
• Develop relationships with clients, attorneys, and accountants to grow relationships.

Skills

Trust administration

Fiduciary compliance

Client relations

Financial transactions

Regulatory knowledge

Team collaboration

Risk management

Ethical conduct

Education

Bachelor's Degree in business-related field

Equivalent experience

Job description

KeyBank is seeking a Trust and Estate Analyst to support fiduciary services for Private Bank clients. You will administer settlements, review client data, analyze transactions, and collaborate with attorneys and accountants to protect and grow client relationships.

The role emphasizes fiduciary judgment, risk management, and cross-team collaboration within a hybrid work environment, with opportunities to deepen client service expertise.