Top 17 Client services associate Jobs in Albany, Ny

KPB Client Service Associate - Trust
KeyBank National Association —Albany, NY
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Associate Client Relationship Executive
LinguaLinx Language Solutions Inc. —Albany, NY
- $58,000 - $65,000 a year
- Remote
- English
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Focus Financial Partners —Albany, NY
- $65,000 - $70,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
8d
Client Service Associate
Focus Partners Wealth —Albany, NY
- $65,000 - $70,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
8d
Client Relations Associate
Tully Rinckey —Latham, NY
- $55,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
4d
Client Service Associate
NORTHEAST PARENT AND CHILD SOCIETY INC —Schenectady, NY
- $19 an hour
- Full-time
- High school diploma or GED
- Clinic
- Children
- Continuing education credits
- Paid holidays
Quick Apply
9d
Client Service Associate - Surety
Gallagher —Latham, NY
- $44,000 - $66,500 a year
- High school diploma or GED
- 1 year
- Associate's degree
1d
Client Service Representative - Veterinary
VCA Animal Hospitals —Latham, NY
- $18 an hour
- 8 hour shift
- Ability to walk for extended periods
- Maintenance
- High school diploma or GED
- Paid parental leave
- Disability insurance
3d
Client Service Representative
VCA Animal Hospitals —Clifton Park, NY
- $17 - $20 an hour
- 8 hour shift
- Ability to walk for extended periods
- Maintenance
- High school diploma or GED
- Paid parental leave
- Disability insurance
Client Services Associate
Bouchey Financial Group —Troy, NY
- $50,000 - $60,000 a year
- Full-time
- CRM software
- Background check
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d
Sales & Customer Support Associate
Gas Turbine Parts & Services, Inc. —Halfmoon, NY
- From $41,600 a year
- 8 hour shift
- Office
- Travel
- Organizational skills
- Paid time off
Quick Apply
9h
Client Specialist
Talbots —Albany, NY
- $16.50 - $20.65 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply

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KPB Client Service Associate - Trust

KeyBank National Association -
Albany, NY

Apply Now

Job Details

Full-time
$25.00 - $38.46 an hour

Qualifications

Employee relationship building

Full Job Description

Location:

4900 Tiedeman Road, Brooklyn Ohio

Job Summary
The Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s) in the Central Trust Group to effectively manage accounts while maintaining an optimal level of client service.

Essential Functions

Performs 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 distributions 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.
Reads and understands Trust Agreements and related documents for administrative purposes.
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 and keeps Trust Officer informed.
Uses 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.
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.
May serve as primary contact for some account relationships.
Assists Trust Officer in managing business pipeline activity through Salesforce, planning client meetings, and preparing client presentation, as needed.
Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.
Prepares various reports, correspondence, technical documents and special projects as requested.
Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees; provides back-up to other team members.
Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
Comply 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.

Education

Associate’s degree in business-related field or equivalent work experience. (preferred)

Work Experience

Experience working in the financial industry or other client service roles. (required)
Experience working in a trust department. (preferred)

Skills

Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.
Proven ability to collaborate effectively within team environments, including situations where team members are geographically dispersed or working remotely, ensuring clear communication, coordination, and alignment toward shared objectives.
Demonstrated attention to detail.
Proficient in all Microsoft Office Applications and web-based portals

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General 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.

COMPENSATION AND BENEFITS

This 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.

Key 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.

Job Posting Expiration Date: 08/08/2026 KeyCorp 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 [email protected].

#LI-Hybrid

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Refine Your Search

client services associate jobs in albany, ny

KPB Client Service Associate - Trust

Associate Client Relationship Executive

Client Service Associate

Client Service Associate

Client Relations Associate

Client Service Associate

Client Service Associate - Surety

Client Service Representative - Veterinary

Client Service Representative

Client Services Associate

Sales & Customer Support Associate

Client Specialist

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