KPBClientServiceAssociate

**Location:** 4900 Tiedeman Road, Brooklyn Ohio **Job Summary** The Associate provides trust administration support to enable assigned Trust Officer(s) 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, 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. * 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. 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 Trust Officer. * 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