KPB Client Service Associate - Trust Officer Support

KeyCorp; Brooklyn (OH); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyCorp, located at 4900 Tiedeman Road, Brooklyn, OH, seeks an Associate to provide trust administration and client service in a Salesforce-driven environment.

The role supports assigned Trust Officers, handles daily account tasks, assists with meetings and client presentations, and maintains strong client relationships while coordinating with fiduciary control and operations teams.

Qualifications

• 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 inquiries), communication skills, and problem resolution.
• 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.

Responsibilities

• Performs day-to-day trust administration on assigned accounts accurately and by deadlines.
• Reads and understands Trust Agreements and related documents for administrative purposes.
• Ensures fees are set up correctly as directed by Trust Officer.
• Monitors accounts daily for overdrafts and un-invested cash; informs Trust Officer.
• Builds and maintains strong client contact and provides sales support to the team.
• Assists Trust Officer in supporting business activity through Salesforce and client meetings.

Skills

Financial product knowledge

Client service skills

Relationship management

Discretion with sensitive information

Proprietary software proficiency

Microsoft Office proficiency

Education

Associate's degree or equivalent experience

Tools

Salesforce

Job description

Location: 4900 Tiedeman Road, Brooklyn Ohio

Job Summary

The Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s) 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.
• Monitors accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer informed.
• Uses 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.
• May serve as primary contact for some account relationships.
• Assists Trust Officer 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.

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.

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: 10/08/2026

Equal Opportunity Employer

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 protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].

#LI-Hybrid

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.