Senior Wealth Trust Associate - Client Impact Leader

KeyBank; Salt Lake City (UT); On-site; USD 37,000 - 56,000; Full time

Job summary

KeyBank is seeking a Senior Trust Associate in Salt Lake City to provide trust administration support and ensure accurate, timely fiduciary account management while delivering excellent client service. You will work closely with Trust Officers and the client team to maintain high service standards and compliance.

This role may include leadership responsibilities for a team, requiring proficiency with Microsoft Office and Salesforce, plus ongoing training and adherence to fiduciary policies.

Qualifications

• Two years of college or equivalent work experience.
• Proficient in all Microsoft Office Applications.
• Prior experience in a Trust department.
• Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.

Responsibilities

• Trust Administration: Performs day-to-day functions on assigned accounts accurately and by deadlines; interfaces with Trust support areas to ensure completion.
• Reads and understands Trust Agreements for admin purposes.
• Monitors accounts daily for overdrafts and un-invested cash; keeps Trust Officer informed.
• Provides front-line client service via telephone; handles inbound client calls on an ACD line.
• Uses cash forecasting with Investment Officer to determine required funds.

Skills

Customer service

Teamwork

Attention to detail

Microsoft Office

Communication

Education

Two years of college or equivalent

Job description

KeyBank is seeking a Senior Trust Associate in Salt Lake City to provide trust administration support and ensure accurate, timely fiduciary account management while delivering excellent client service. You will work closely with Trust Officers and the client team to maintain high service standards and compliance.

This role may include leadership responsibilities for a team, requiring proficiency with Microsoft Office and Salesforce, plus ongoing training and adherence to fiduciary policies.