Wealth Trust Associate - Client Services Lead (Hybrid)

KeyBank; Portland (OR); Hybrid; USD 38,000 - 58,000; Full time

Job summary

KeyBank in Salt Lake City seeks a Senior Trust Associate to provide trust administration support, enabling Trust Officers to manage fiduciary accounts with outstanding client service. You will also deliver sales support and may lead a small team of Associates or Assistants.

You will handle day-to-day account functions, review trust documents, monitor activity for overdrafts, prepare reports, and collaborate with Trust Operations, Risk, and Sales to ensure accuracy, compliance and timely client

Qualifications

• Two years of college or equivalent work experience.
• Strong customer service, communications, problem-solving, and organizational skills.
• Ability to interact effectively in a team environment.
• Attention to detail; proficiency in Microsoft Office.

Responsibilities

• Perform day-to-day trust administration tasks with deadlines and cross-functional coordination.
• Provide front-line client service via phone and written communications.
• Support Trust Officers in client meeting planning and pipeline management.
• Maintain compliance with policies, regulations, and training requirements.

Skills

Customer service

Communication

Teamwork

Attention to detail

MS Office

Trust experience

Education

Two years of college or equivalent

Tools

Trust Accounting System

CE Desktop

Salesforce

Microsoft Office

Job description

KeyBank in Salt Lake City seeks a Senior Trust Associate to provide trust administration support, enabling Trust Officers to manage fiduciary accounts with outstanding client service. You will also deliver sales support and may lead a small team of Associates or Assistants.

You will handle day-to-day account functions, review trust documents, monitor activity for overdrafts, prepare reports, and collaborate with Trust Operations, Risk, and Sales to ensure accuracy, compliance and timely client