Fiduciary Trust Analyst (Hybrid) - Client Growth

Socket.dev; Brooklyn (OH); Hybrid; USD 52,000 - 80,000; Full time

Job summary

KeyCorp in Brooklyn, OH is seeking a Trust Analyst to provide trust administration support for institutional clients and beneficiaries, while maintaining fiduciary standards and strengthening client relationships.

As part of the Institutional Advisors team, you will manage accounts, collaborate across the firm, and apply sound fiduciary judgment to protect client assets and retention. This role emphasizes risk mitigation and proactive client engagement.

Qualifications

• A minimum of 3 years' experience in financial services or client service roles.
• Undergraduate degree or equivalent; accounting/finance preferred.
• Knowledge of fiduciary, financial and/or investment products and services.

Responsibilities

• Administers assigned accounts with a proactive approach.
• Reads and understands Trust Agreements and related documents.
• Maintains client information on trust accounting and vendor systems.

Skills

Fiduciary knowledge

Client relationship

Self-motivated

Education

Undergraduate degree or equivalent (accounting/finance preferred)

Tools

Salesforce

Trust accounting system

Job description

KeyCorp in Brooklyn, OH is seeking a Trust Analyst to provide trust administration support for institutional clients and beneficiaries, while maintaining fiduciary standards and strengthening client relationships.

As part of the Institutional Advisors team, you will manage accounts, collaborate across the firm, and apply sound fiduciary judgment to protect client assets and retention. This role emphasizes risk mitigation and proactive client engagement.