Trust Services Associate | Client Support & Administration

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

Job summary

KeyBank in Seattle seeks a KPB Client Service Associate to provide trust administration support in a Salesforce-driven environment, aiding Fiduciary Strategist and Trust Officers to manage accounts with superior client service.

You will review trust documents, monitor accounts for overdrafts, prepare reports, and coordinate with control groups. The role emphasizes accuracy, confidentiality, and teamwork, with in-office presence prioritized but flexible hybrid options.

Qualifications

• Associate's degree or equivalent experience preferred.
• Minimum 3 years related work experience required.
• Knowledge of trust administration and financial services basics.

Responsibilities

• Perform day-to-day trust administration on assigned accounts in a timely, accurate manner.
• Review Trust Agreements and related documents for administrative purposes.
• Ensure fees are set up correctly as directed by Trust Officer/Fiduciary Strategist.
• Monitor accounts daily for overdrafts and un-invested cash, with updates to Trust Officers.
• Prepare reports and correspondence; support client meetings and presentations.

Skills

Client service

Communication

Discretion

Microsoft Office

Salesforce

Education

Associate's Degree or equivalent experience

Tools

Salesforce

Job description

KeyBank in Seattle seeks a KPB Client Service Associate to provide trust administration support in a Salesforce-driven environment, aiding Fiduciary Strategist and Trust Officers to manage accounts with superior client service.

You will review trust documents, monitor accounts for overdrafts, prepare reports, and coordinate with control groups. The role emphasizes accuracy, confidentiality, and teamwork, with in-office presence prioritized but flexible hybrid options.