Trust Associate

Profile

Location:100 Public Square - Cleveland, Ohio 44113 ABOUT THE JOB (JOB BRIEF) The Key Private Bank (KPB) Associate provides administrative support to enable assigned Officer(s) to effectively manage accounts while maintaining an optimal level of client service. Provide sales support to the assigned Trust Officer(s). ESSENTIAL JOB FUNCTIONS Administrative SupportPerforms day-to-day 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 but not limited to Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion).Reads and understands Agreements and related documents for administrative purposes.Manage fee maintenance as directed by Officers.May monitor accounts on a daily basis for overdrafts and un-invested cash and keeps Officer informed.May use 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 Officer (s).Provides front-line service to clients in a telephone delivery channel environment. Handles inbound client calls.Discovers, analyzes and researches account problems and recommends solutions as appropriate.Establishes and maintains orderly record keeping system ensuring maintenance of confidential account files and proper workflow.Prepares various reports, correspondence, technical documents and special projects as requested. Client ManagementBuilds and maintains strong client contact and provides 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 Officer(s).May serve as primary contact for some account relationships. Team CollaborationAssist Officers with planning client meetings and preparing client presentation, as needed.Assists Officers in managing business pipeline activity through Salesforce, as needed.Provides backup for other Associates.Builds and maintains effective working relationships with other team members to ensure high quality and timely administration ofassigned accounts. ComplianceMaintains compliance with all internal policies and procedures as well as with regulatory requirements.Assumes accountability for all work on assigned accountsKeeps current on the latest developments in wealth management law, tax law, and other issues related to the wealth management businessParticipates in professional training opportunities including seminars and self-learning opportunities REQUIRED QUALIFICATIONS High school diploma or equivalentA minimum of one to three years related work experience or equivalent combination of work/educational background.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.Prior experience in a Trust department a plus. Competencies Client Focus - Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand clients information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships gaining and retaining client's trust and respect.Communication: Excellent written and verbal communication skills. Decision Quality: Makes good decisions based upon a mixture of ana

Company info

KeyCorporation
Website : http://www.key.com