KPB Client Service Associate - Trust

Job Summary

The Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s) in the Central Trust Group to effectively manage accounts while maintaining an optimal level of client service.

Essential Functions

• Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, NTAC’S/discretionary distributions etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion.
• Reads and understands Trust Agreements and related documents for administrative purposes.
• Sets up fees correctly as directed by Trust Officer/Fiduciary Strategist.
• Maintains accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer informed.
• Uses cash forecasting to determine approximate amounts needed in accounts over a period of time based on the account's needs and trends, working closely with the Investment Officer.
• Buils and maintains strong client contact and provides sales support to team.
• Follows-up on client issues and relays information to clients through correspondence, telephone communications and conferences.
• Solves client requests and refers complex inquiries to Trust Officer/Fiduciary Strategist.
• May serve as primary contact for some account relationships.
• Aids Trust Officer in managing business pipeline activity through Salesforce, planning client meetings, and preparing client presentations, as needed.
• Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.
• Prepares various reports, correspondence, technical documents and special projects as requested.
• Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees; provides back-up to other team members.
• Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
• Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice.

Compliance

Complies with all KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education and Experience

• Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.
• Prior experience working in the financial industry or other client service roles.
• Preferred experience working in a trust department.

Skills

• Demonstrated attention to detail.
• Proficient in all Microsoft Office Applications and web-based portals.

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting, pushing, pulling of backpacks, computer bags up to 10 lbs.

Compensation and Benefits

This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date

08/08/2026

Equal Opportunity Employer

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.