Client Service Associate – Trust

KeyBank

Client Service Associate providing trust administration support to Trust Officers in the Central Trust Group. Ensuring client service and managing day-to-day tasks for assigned accounts.

Posted 7/9/2026full-timeBrooklyn • Ohio • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service and communication skills while providing trust administration support. Proficient in managing client relationships and utilizing Salesforce for business pipeline activity.

Highest-signal resume keywords

Trust AdministrationCustomer ServiceSalesforceMicrosoft Office ApplicationsFinancial Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Trust AdministrationClient Relationship ManagementReport PreparationProblem SolvingOrganizational Skills

Soft Skills

Communication SkillsAttention to DetailCollaboration

Tools & Technologies

SalesforceMicrosoft Office ApplicationsWeb-Based Portals

Industry Keywords

Financial IndustryTrust DepartmentClient Service

About the role

Key responsibilities & impact

Provide trust administration to support the assigned Trust Officer(s)
Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines
Interfaces with centralized support areas to ensure completion
Ensures fees are set up correctly as directed by Trust Officer/Fiduciary Strategist
Monitors accounts on a daily basis for overdrafts and un-invested cash
Builds and maintains strong client contact and provides sales support to team
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/Fiduciary Strategist
Assists Trust Officer in managing business pipeline activity through Salesforce
Prepares various reports, correspondence, technical documents and special projects as requested

Requirements

What you’ll need

Associate’s degree in business-related field or equivalent work experience (preferred)
Experience working in the financial industry or other client service roles (required)
Experience working in a trust department (preferred)
Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.
Proven ability to collaborate effectively within team environments.
Demonstrated attention to detail.
Proficient in all Microsoft Office Applications and web-based portals

Benefits

Comp & perks

Health insurance
Flexible work arrangements
Professional development opportunities