Trust Services Associate: Client Care & Administration

KeyBank; City of Albany (NY); Hybrid; USD 34,440 - 52,348; Full time

Job summary

KeyBank is seeking a Client Service Associate to provide trust administration support within a Salesforce-driven environment. You will assist fiduciary officers in managing client accounts, ensuring accurate processing and timely communications.

Responsibilities include reviewing trust agreements, monitoring cash and fees, and maintaining proactive client contact. Qualified candidates typically have an Associate's degree and at least three years of related experience, with strong MS Office and

Qualifications

• Associate's Degree or equivalent experience (preferred).
• 3+ years related work experience (required).
• General knowledge of financial products and services including banking, trust and investments.

Responsibilities

• Performs day-to-day trust administration functions 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/Fiduciary Strategist.
• Monitors accounts daily for overdrafts and un-invested cash and informs Trust Officer.

Skills

Financial products & services

Client service skills

Relationship maintenance

Discretion with sensitive info

Proprietary software

MS Office

Education

Associate's Degree or equivalent experience

Job description

KeyBank is seeking a Client Service Associate to provide trust administration support within a Salesforce-driven environment. You will assist fiduciary officers in managing client accounts, ensuring accurate processing and timely communications.

Responsibilities include reviewing trust agreements, monitoring cash and fees, and maintaining proactive client contact. Qualified candidates typically have an Associate's degree and at least three years of related experience, with strong MS Office and