KeyCorp

2 days ago

KPB Client Service Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Support the Fund Accounting team by processing and reconciling financial transactions for Special Needs Pooled Trust accounts. Maintain accurate, audit-ready account records; monitor queues and meet service levels and deadlines; and coordinate with Trust Administration, Operations, and Compliance to support regulated fiduciary operations. Assist with month-end/quarter-end/year-end activities and proactively identify and escalate risks, exceptions, and process improvement opportunities.

Location: Ohio

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Process and reconcile financial transactions for Special Needs Pooled Trust accounts with accuracy and timely execution.
•Monitor work queues and prioritize requests to meet service levels and critical deadlines.
•Maintain detailed, complete, audit-ready documentation of account activity.
•Coordinate with Trust Administration, Operations, Compliance, and internal partners to support account servicing and transaction processing.
•Assist with month-end, quarter-end, and year-end activities and escalate risks, exceptions, or issues affecting compliance or client assets.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•3+ years related work experience (or equivalent combination of work/education).
•Ability to process high-volume transactions with accuracy and quality control.
•Associate’s Degree or equivalent experience (preferred).
•General knowledge of financial products and services, including banking, trust, and investments.
•Proficiency with Microsoft Office applications, particularly Excel.

Experience:3+ yearsBankingTrustInvestmentsFiduciary

Education:Associate's

Skills:Attention to detailOrganizational skillsAnalytical problem-solvingCommunicationSelf-starter

Tech Stack:Microsoft OfficeExcel

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn

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KeyCorp

2 days ago

KPB Client Service Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: Ohio

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Process and reconcile financial transactions for Special Needs Pooled Trust accounts with accuracy and timely execution.
•Monitor work queues and prioritize requests to meet service levels and critical deadlines.
•Maintain detailed, complete, audit-ready documentation of account activity.
•Coordinate with Trust Administration, Operations, Compliance, and internal partners to support account servicing and transaction processing.
•Assist with month-end, quarter-end, and year-end activities and escalate risks, exceptions, or issues affecting compliance or client assets.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•3+ years related work experience (or equivalent combination of work/education).
•Ability to process high-volume transactions with accuracy and quality control.
•Associate’s Degree or equivalent experience (preferred).
•General knowledge of financial products and services, including banking, trust, and investments.
•Proficiency with Microsoft Office applications, particularly Excel.

Experience:3+ yearsBankingTrustInvestmentsFiduciary

Education:Associate's

Skills:Attention to detailOrganizational skillsAnalytical problem-solvingCommunicationSelf-starter

Tech Stack:Microsoft OfficeExcel

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn