KPB Client Service Associate - Fiduciary Strategist Trust Support

PVH (Tommy Hilfiger/Calvin Klein); Seattle (WA); On-site; USD 34,440 - 52,982; Full time

Job summary

KeyBank is seeking a KPB Client Service Associate to support trust administration and client service. The role interfaces with Fiduciary Control/Trust Risk teams to ensure timely and accurate account management, with frequent interaction with clients and internal partners.

The position involves using Salesforce, planning client meetings, and preparing presentations, while maintaining risk compliance and accurate reporting. Seattle-based role with competitive compensation.

Qualifications

• General knowledge of financial products and services, including banking, trust and investments.
• Demonstrated proficiency and effectiveness in client service skills (inquiries and relationships).
• Strong communication skills (verbal, phone and written) and problem resolution abilities.
• Ability to manage all servicing aspects of client relationships and handle highly sensitive information.

Responsibilities

• Performs day-to-day trust administration on assigned accounts with deadlines and coordinates with Fiduciary teams.
• Reads and understands Trust Agreements for administrative purposes.
• Ensures fees are set up correctly under direction of Trust Officer/Fiduciary Strategist.
• Monitors accounts daily for overdrafts and un-invested cash; informs Trust Officer.

Skills

Financial products knowledge

Client service skills

Communication skills

Problem resolution

Education

Associate's Degree or equivalent experience

Job description

Location

1301 5th Avenue, Seattle Washington

Job Summary

The KPB Client Service Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s)/ Fiduciary Strategist to effectively manage accounts while maintaining an optimal level of client service.

Essential Functions

• Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, NTAC'S/discretionary's etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion.
• Reads and understands Trust Agreements and related documents for administrative purposes.
• Ensures fees are set up correctly as directed by Trust Officer/Fiduciary Strategist.
• Monitors accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer/Fiduciary Strategist informed.
• Use cash forecasting to determine approximate amount needed in accounts over a period of time based on the account's needs and trends, working closely with the Investment Officer.
• Builds and maintains strong client contact and provides sales support to team.
• Follows-up on client issues and relays information to clients through correspondence, telephone communications and conferences. Resolves client requests and refers complex inquiries to Trust Officer/Fiduciary Strategist.
• May serve as primary contact for some account relationships.
• Assists Trust Officer/Fiduciary Strategist in supporting business activity through Salesforce, planning client meetings, and preparing client presentations, as needed.
• Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.
• Prepares various reports, correspondence, technical documents and special projects as requested.
• Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees; provides back-up to other team members.
• Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
• Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
• Complies with KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

Associate's Degree or equivalent experience (preferred)

Work Experience

A minimum of 3 years related work experience or equivalent combination of work/educational background (required)

Skills

General knowledge of financial products and services, including banking, trust and investments. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. Ability to maintain all servicing aspects of the client relationship. Ability to exercise discretion due to accessing and handling highly sensitive information. Ability to learn and use proprietary software, databases and systems. Proficient in all Microsoft Office Applications.

Core Competencies

All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 08/28/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protecte