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Trust Services Associate - Client Support
Job in
City of Albany, Albany, Albany County, New York, 12201, USA
Listed on 2026-08-01
Listing for:
KeyBank
Full Time
position Listed on 2026-08-01
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Key Bank is seeking a KPB Client Service Associate to support trust administration within a Salesforce task environment. You will assist the Trust Officers and Fiduciary Strategists to manage accounts while maintaining high client service levels.
The role involves reviewing Trust Agreements, monitoring accounts, building client contacts, and preparing reports. It requires strong communication, discretion, and proficiency with Microsoft Office and fiduciary software.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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