KPB Client Service Associate (Tax)

Location:

Job Summary
The Client Service Associate (CSA) provides support to Trust Officers on the Trust Real Estate Team to effectively manage real estate assets while maintaining an optimal level of client service.

Essential Functions

• Performs day-to-day real estate tax and related functions on accounts accurately and maintaining an electronic property tax file for all real estate assets to ensure payments are made by necessary deadlines, asset maintenance, process bills, cash receipts, etc.
• Uses cash forecasting to determine approximate amount required in accounts over a period based on the account's needs and trends, working closely with the Investment Officer and keeping Trust Real Estate Officers informed.
• Provides support to the CSA that manages insurance on the real estate assets.
• Develop and maintain proficiency in all service functions for real estate assets. Complete processes according to procedures.
• Understand and follow all vendor authentication processes and procedures to protect clients and Key from loss. Escalate instances according to procedure.
• Partner closely with Trust Real Estate Officers, Relationship Managers and Client Relationship Associates. Enlist assistance from other CSAs, Fiduciary Strategist or Portfolio Strategist as needed to service real estate assets.
• Responsible for frequent communication with various taxing authorities and utility companies on status of service requests and any additional information needed.
• Identify opportunities to retain and expand relationships. Gather information on real estate assets and consult with the Trust Real Estate Officers.
• Remain knowledgeable about relevant processes, procedures, and systems to perform the job. Provide assistance to Trust Real Estate Officers on internal support systems and functions so that procedures and programs are being utilized properly.
• Maintain real estate data quality and leverage TRMS software to update real estate asset information on a consistent basis, generate necessary reports and circulate among Trust Real Estate Officers and other interested parties.
• Share responsibility of Teams meetings for the National Trust Real Estate Committee.
• Build and maintain effective working relationships with other team members/partners to ensure high quality and timely administration of real estate assets and a seamless delivery of the client experience.
• 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.
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of KeyBank's clients and KeyBank.

Education

• Associate's degree or equivalent experience (preferred)

Work Experience

• A minimum of 3 years related work experience or equivalent combination of work/educational background (required)

Skills

• 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.
• Ability to exercise discretion due to accessing and handling sensitive information.
• Ability to learn and use proprietary software, databases, and systems.
• Proficient in all Microsoft Office Applications.

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.

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 HR_Compliance@keybank.com.