Key Private Bank Trust Analyst

KeyCorp
United States
Workplace: HybridFull timeUSD 52,000 - 80,000 annuallyFunction: Communications, PR & CommunityExperience: 3+ yearsEducation: bachelorsSkills: ["Self-motivated","Goal orientation","Results-driven","Accountability"]

Provide trust administration support for Key’s institutional clients and beneficiaries, managing fiduciary responsibilities and account administration. Collaborate with the Institutional Advisors team, review trust agreements and client information in trust accounting and vendor systems, and apply fiduciary judgment to transactions. Manage client relationships through proactive outreach (Salesforce/comprehensive practice management), identify opportunities to enhance revenue, and support compliance activities including annual account reviews and risk mitigation.

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FursaFursa
KeyCorp
KeyCorp
3 hours ago

Key Private Bank Trust Analyst

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Last checked: 3 hours agoStatus: Live

Job Summary

Provide trust administration support for Key’s institutional clients and beneficiaries, managing fiduciary responsibilities and account administration. Collaborate with the Institutional Advisors team, review trust agreements and client information in trust accounting and vendor systems, and apply fiduciary judgment to transactions. Manage client relationships through proactive outreach (Salesforce/comprehensive practice management), identify opportunities to enhance revenue, and support compliance activities including annual account reviews and risk mitigation.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Administer assigned trust accounts with a proactive, disciplined approach.
  • •Read and understand trust agreements and maintain client information in trust accounting and vendor systems.
  • •Apply fiduciary judgment, analyze/research client transactions, and recommend solutions as needed.
  • •Manage client relationships through proactive contact, follow-ups, and serving as primary contact for some relationships.
  • •Perform annual account reviews and maintain compliance with internal policies and regulatory/legal requirements.

Pay and Benefits

Salary: USD 52,000 - 80,000 annually

Key Requirements

  • •Minimum 3 years of experience working within the financial industry or other client service roles.
  • •Undergraduate degree or equivalent work experience; accounting or finance preferred.
  • •General knowledge of fiduciary, financial, and/or investment products and services.
  • •Self-motivated with goal and results orientation.
  • •Ability to be accountable for end-to-end process or delivery.
Experience:3+ yearsFinancial servicesClient service
Education:Bachelor's in accounting or finance
Skills:Self-motivatedGoal orientationResults-drivenAccountability
Tech Stack:SalesforceTrust accounting systemComprehensive Practice Management

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