KPB Client Service Associate

KeyBank • Brooklyn, OH

5d • Hybrid

About The Position

The Associate provides trust administration support to enable assigned Trust Officer(s) to effectively manage accounts while maintaining an optimal level of client service. This role involves performing day-to-day trust administration functions, interfacing with various support areas, and understanding Trust Agreements. The Associate will also monitor accounts, use cash forecasting, build client relationships, identify client needs and revenue enhancement opportunities, and resolve client requests. Additionally, the role supports business pipeline activity, prepares reports, and ensures compliance with policies and regulations.

Requirements

• Experience working in the financial industry or other client service roles. (required)
• Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.
• Ability to interact effectively in a team environment.
• Demonstrated attention to detail.
• Proficient in all Microsoft Office Applications and web-based portals
• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Nice To Haves

• Associate's Degree in business-related field or equivalent work experience. (preferred)
• Experience working in a trust department. (preferred)

Responsibilities

• Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion.
• Reads and understands Trust Agreements and related documents for administrative purposes.
• Ensures fees are set up correctly as directed by Trust Officer.
• Monitors accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer informed.
• Uses cash forecasting to determine approximate amount needed in accounts over a period of time based on the account’s needs and trends, working closely with the Investment Officer.
• Builds and maintains strong client contact and provides sales support to team.
• Identifies client needs and revenue enhancement opportunities.
• Follows-up on client issues and relays information to clients through correspondence, telephone communications and conferences.
• Resolves client requests and refers complex inquiries to Trust Officer.
• May serve as primary contact for some account relationships.
• Assists Trust Officer in managing business pipeline activity through Salesforce, planning client meetings, and preparing client presentation, as needed.
• Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.
• Prepares various reports, correspondence, technical documents and special projects as requested.
• Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees; provides back-up to other team members.
• Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Benefits

• Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
• Please click here for a list of benefits for which this position is eligible.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree