KPB Client Service Associate

KeyCorp
New York, Ohio, Florida
Workplace: HybridFull timeUSD 25 - 38.46 hourlyFunction: Solutions Engineering & Sales EngineeringEducation: associatesSkills: ["Customer service","Communications","Problem-solving","Organizational skills","Attention to detail"]

Provide day-to-day trust administration support for assigned accounts to help Trust Officers manage client relationships effectively. Perform account opening/closing, asset maintenance, cash receipts, bills, and daily monitoring of overdrafts and uninvested cash. Review trust agreements, set up fees, support cash forecasting, resolve client requests, and assist with client pipeline planning and presentations using Salesforce.

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FursaFursa
KeyCorp
KeyCorp
23 hours ago

KPB Client Service Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Provide day-to-day trust administration support for assigned accounts to help Trust Officers manage client relationships effectively. Perform account opening/closing, asset maintenance, cash receipts, bills, and daily monitoring of overdrafts and uninvested cash. Review trust agreements, set up fees, support cash forecasting, resolve client requests, and assist with client pipeline planning and presentations using Salesforce.
Location: New York, Ohio, Florida
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Perform day-to-day trust administration tasks on assigned accounts by required deadlines, including account open/close, asset maintenance, bills, and cash receipts.
  • •Read and understand trust agreements and related documents for administrative purposes, ensuring fees are set up correctly as directed.
  • •Monitor accounts daily for overdrafts and uninvested cash, and provide updates to the Trust Officer.
  • •Use cash forecasting to determine approximate funding needs over time and coordinate with the Investment Officer.
  • •Serve as a client-facing contact for account relationships, follow up on issues, resolve requests or refer complex inquiries, and support pipeline activity and client meetings via Salesforce.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •Experience working in the financial industry or other client service roles.
  • •Experience working in a trust department.
  • •Associate's Degree in a business-related field or equivalent work experience.
  • •Demonstrated proficiency in strong customer service, communications, problem solving, and organizational skills.
  • •Proficient in all Microsoft Office applications and web-based portals.
Experience:Financial servicesTrust administration
Education:Associate's in business-related field
Skills:Customer serviceCommunicationsProblem-solvingOrganizational skillsAttention to detail
Tech Stack:Microsoft OfficeSalesforceWeb-based portals

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