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$25/hr–$38/hr
Full-time
associate degree
Posted 13d ago
Apply by Aug 23
~40 hrs/week
Responsibilities
The role supports the administration and accounting functions of the Fund Accounting Team by processing and reconciling financial transactions for Special Needs Pooled Trust accounts. It involves maintaining accurate records, coordinating with internal partners, and ensuring compliance within a regulated fiduciary environment.
Requirements
Candidates should have an associate's degree or equivalent experience and at least 3 years of related work experience. Proficiency in Microsoft Office, specifically Excel, and knowledge of banking, trust, and investment products are required.
Full job description
Location:
4900 Tiedeman Road, Brooklyn Ohio
Job Summary
The Client Service Associate (CSA) supports the administration and accounting functions of KeyBank Institutional Advisors’ Fund Accounting Team. This role is responsible for processing and reconciling financial transactions, maintaining accurate account records, ensuring timely completion of account activities, and supporting the operational needs of a highly regulated fiduciary environment.
The ideal candidate is detail-oriented, organized, and able to manage competing priorities with a strong sense of urgency. This individual must be a self-starter who can work independently while collaborating effectively with internal partners to ensure accuracy, compliance, and exceptional client service.
Essential Functions
Process financial transactions for Special Needs Pooled Trust accounts, ensuring accuracy, completeness, and timely execution.
Monitor work queues and prioritize requests to meet service level expectations and critical deadlines.
Maintain detailed documentation of account activity and ensure records are complete and audit-ready.
Coordinate with Trust Administration, Operations, Compliance, and other internal business partners to support account servicing and transaction processing.
Identify and escalate potential issues, risks, or exceptions that could impact account administration, client assets, or regulatory compliance.
Assist with month-end, quarter-end, and year-end activities and reporting requirements.
Demonstrate ownership of assigned responsibilities and proactively identify opportunities to improve processes, increase efficiency, and reduce operational risk.
Manage sensitive and confidential financial and client information with discretion and professionalism.
Perform other duties as assigned; responsibilities may change or be added at any time based on business needs.
Comply with all KeyBank policies and procedures, conducting business ethically and in the best interests of beneficiaries, clients, and the organization.
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)
Experience processing high-volume transactions with a focus on accuracy and quality control preferred.
Skills
General knowledge of financial products and services, including banking, trust and investments.
Strong attention to detail and commitment to accuracy.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Demonstrated sense of urgency and accountability in completing work.
Self-starter with the ability to work independently and exercise sound judgment.
Strong analytical and problem-solving skills.
Ability to identify discrepancies, research issues, and implement solutions.
Effective written and verbal communication skills.
Ability to handle highly sensitive and confidential information.
Strong organizational and time management skills.
Proficiency with Microsoft Office applications, particularly Excel.
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.
Required to work in office 3 days per week.
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: 08/23/2026

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 HR_Compliance@keybank.com.
#LI-Hybrid
Related keywords
Fund AccountingSpecial Needs Pooled TrustFiduciaryFinancial TransactionsAccount ReconciliationComplianceAudit-ReadyMicrosoft OfficeExcelBankingTrustInvestmentsQuality ControlRisk ManagementClient Service
For every financial need, we'll meet you in the moment. KeyBank Opens Doors.
Industry
Banking
Company size
10,001+ employees
Headquarters
Cleveland , Ohio
LinkedIn followers
133,766
Total funding
$3.3B
At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.
Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals.
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, disability or veteran status.
KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.
Offices: 127 Public Square, Cleveland , Ohio 44114, US
Based on 968 listings with disclosed salaries, most administrative jobs in Ohio pay between $45k–$86k per year. Individual offers vary with seniority, company size, and specialization.
How many Administrative jobs are open in Ohio right now?
There are currently 8,923 open administrative positions in Ohio listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Ohio?
Companies currently hiring include Bon Secours Mercy Health, University Hospitals, TriHealth, Nationwide Children's Hospital, Circle K, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Ohio?
Yes — 988 of the 8923 open administrative positions offer remote or hybrid work (344 remote, 644 hybrid).
How do I apply for Administrative jobs in Ohio?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.