Trust Administration Associate - Client Service & Salesforce

KeyBank; Toledo (OH); Hybrid; USD 34,440 - 52,348; Full time

Job summary

KeyBank seeks a KPB Client Service Associate to support trust officers and fiduciary strategists in a Salesforce-driven environment, handling administrative duties and client service.

You will read trust agreements, monitor accounts, assist with client meetings, and prepare reports while ensuring compliance with policies and regulatory requirements. This role emphasizes teamwork and precise fiduciary administration.

Qualifications

• Associate's degree or equivalent experience (preferred).
• Minimum 3 years related trust administration or fiduciary support experience.
• General knowledge of financial products and client servicing requirements.

Responsibilities

• Performs day-to-day trust administration on assigned accounts with deadlines.
• Reads and understands Trust Agreements for administrative purposes.
• Monitors accounts for overdrafts and un-invested cash; informs Trust Officer.
• Uses cash forecasting with Investment Officer to plan account needs.
• Prepares reports, correspondence and client presentations as needed.
• Supports client contacts and sales activities in Salesforce.

Skills

Client service skills

Communication

Discretion handling

Financial products knowledge

Microsoft Office

Education

Associate's Degree or equivalent experience

Tools

Salesforce

Proprietary software

Job description

KeyBank seeks a KPB Client Service Associate to support trust officers and fiduciary strategists in a Salesforce-driven environment, handling administrative duties and client service.

You will read trust agreements, monitor accounts, assist with client meetings, and prepare reports while ensuring compliance with policies and regulatory requirements. This role emphasizes teamwork and precise fiduciary administration.