KPB Client Service Associate - Trust Officer Support

KeyCorp
Seattle
Workplace: HybridFull timeUSD 25 - 38.46 hourlyFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Client service","Communication","Problem resolution","Discretion","Risk mitigation"]

Provide day-to-day trust administration for assigned accounts, ensuring timely processing of account activity, fees, cash receipts, bills, and ongoing monitoring. Work in a Salesforce environment to support assigned Trust Officer(s), read and apply trust agreements, and deliver strong client service through correspondence, calls, and conferences. Coordinate with internal trust operations, risk, tax, revenue administration, and real estate teams while mitigating risk and supporting business activity.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

KPB Client Service Associate - Trust Officer Support

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Provide day-to-day trust administration for assigned accounts, ensuring timely processing of account activity, fees, cash receipts, bills, and ongoing monitoring. Work in a Salesforce environment to support assigned Trust Officer(s), read and apply trust agreements, and deliver strong client service through correspondence, calls, and conferences. Coordinate with internal trust operations, risk, tax, revenue administration, and real estate teams while mitigating risk and supporting business activity.
Location: Seattle
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Perform day-to-day trust administration on assigned accounts, meeting deadlines for account operations such as opening/closing accounts, asset maintenance, bills, and cash receipts.
  • •Monitor accounts daily for overdrafts and un-invested cash, and keep the Trust Officer(s) informed.
  • •Read and understand trust agreements and related documents for administrative purposes, and ensure fees are set up correctly.
  • •Provide client service support by following up on issues, resolving requests, and referring complex inquiries to the Trust Officer(s).
  • •Support business activity using Salesforce, including planning client meetings and preparing client presentations, while maintaining compliance with policies and regulatory requirements.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •Associate’s degree or equivalent experience (preferred).
  • •Minimum of 3 years of related work experience or an equivalent combination of work/educational background (required).
  • •General knowledge of financial products and services, including banking, trust and investments.
  • •Demonstrated client service skills, including handling client/prospect and Center of Influence inquiries and relationships.
  • •Ability to learn and use proprietary software, databases and systems, and proficiency in Microsoft Office applications.
Experience:3+ years
Skills:Client serviceCommunicationProblem resolutionDiscretionRisk mitigation
Tech Stack:SalesforceMicrosoft Office

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
Glassdoor: 3.6
WebsiteLinkedIn