{"id":1716359,"url":"https://alion.io/job/key-com-kpb-client-service-associate-trust-officer-support","title":"KPB Client Service Associate - Trust Officer Support","company":{"id":450627,"name":"KeyBank","domain":"key.com","url":"https://alion.io/company/key-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":89,"open_postings":34,"ghost_share":0,"stale_share":0.647,"repost_share":0,"time_to_fill_p50_days":20,"computed_at":"2026-10-22T06:10:10Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Tacoma, United States","Seattle, United States","Albany, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":25,"max":38,"currency":"USD","period":"hour","gross":null,"usd_annual":76000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-09-08T00:00:00Z","employer_posted_date":"2026-09-08","last_verified_at":"2026-10-22T02:58:27Z","board_verified":true,"closed_at":null,"days_open":44,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":44},"description":"Location:\n4900 Tiedeman Road, Brooklyn OhioJob Summary\nThe Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s) to effectively manage accounts while maintaining an optimal level of client service.\nEssential Functions\nPerforms 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, NTAC’S/discretionary’s 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.\nReads and understands Trust Agreements and related documents for administrative purposes.\nEnsures fees are set up correctly as directed by Trust Officer.\nMonitors accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer informed.\nUses 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.\nBuilds and maintains strong client contact and provides sales support to team.\nFollows-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.\nMay serve as primary contact for some account relationships.\nAssists Trust Officer in supporting business activity through Salesforce, planning client meetings, and preparing client presentations, as needed.\nBuilds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.\nPrepares various reports, correspondence, technical documents and special projects as requested.\nLeads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees; provides back-up to other team members.\nMitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.\nPerforms other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice\nComply with all KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.\nEducation\nAssociate’s degree or equivalent experience (preferred)\n Work Experience\nA minimum of 3 years related work experience or equivalent combination of work/educational background (required)\n Skills\nGeneral knowledge of financial products and services, including banking, trust and investments.\nDemonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.\nAbility to maintain all servicing aspects of the client relationship.\nAbility to exercise discretion due to accessing and handling highly sensitive information.\nAbility to learn and use proprietary software, databases and systems.\nProficient in all Microsoft Office Applications.\nCore Competencies\nAll KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.\nPhysical Demands\nGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting, pushing, pulling of backpacks, computer bags up to 10 lbs.\nCOMPENSATION AND BENEFITS\nThis position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. 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.\nKey has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.\nJob Posting Expiration Date: 10/08/2026\n\nKeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing .\n#LI-Hybrid","description_format":"text","description_chars":5090,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Commercial & Retail Banks","Consumer Loans & Pawnshops"],"lifecycle":[{"event":"open","at":"2026-10-02T18:43:07Z"}],"visa":[],"liveness":{"score":11,"band":"cold","label":"Long shot","p_open":1,"p_active":0.384,"p_room":0.28,"age_days":44,"expected_fill_days":20,"reasons":["conf:3","stale_co","velocity","win:tail","crowd:brand"],"computed_at":"2026-10-22T06:10:10Z"},"pay":{"stated_usd_annual":76000,"is_top_pay":false},"html_url":"https://alion.io/job/key-com-kpb-client-service-associate-trust-officer-support","json_url":"https://alion.io/job/key-com-kpb-client-service-associate-trust-officer-support.json","meta":{"generated_at":"2026-10-22T11:59:18Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":10180,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":450627},"rest":"https://alion.io/mcp/rest/get_company?id=450627"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fkey-com-kpb-client-service-associate-trust-officer-support"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fkey-com-kpb-client-service-associate-trust-officer-support"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fkey-com-kpb-client-service-associate-trust-officer-support"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/key-com-kpb-client-service-associate-trust-officer-support\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fkey-com-kpb-client-service-associate-trust-officer-support"}]}