More jobs:
Client Service & Trust Operations Associate
Job in
Dayton, Montgomery County, Ohio, 45444, USA
Listed on 2026-08-22
Listing for:
KeyBank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Account Manager, Client Relationship Management
Job Description & How to Apply Below
Key Bank's Seattle office is seeking a KPB Client Service Associate to support trust administration within a Salesforce-driven environment. You will assist Trust Officers and Fiduciary Strategists, manage account workflows, and maintain high levels of client service for assigned relationships.
You will read and interpret Trust Agreements, monitor daily account activity, and prepare reports and client communications while coordinating with internal teams to ensure timely, accurate service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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