KPB Client Service Associate - Fiduciary Strategist Trust Support

Provide day-to-day trust administration for assigned accounts, supporting Trust Officers/Fiduciary Strategists to manage client relationships with high service quality. Work in a Salesforce task environment to process account maintenance, monitor cash and overdrafts, perform cash forecasting, and handle client inquiries via correspondence, phone, and meetings. Collaborate across trust operations, tax, risk management, and real estate teams while ensuring compliance with KeyBank policies and regulatory requirements.