4 accounting jobs found in Seattle

Location: 1301 5th Avenue, Seattle Washington Job Summary The KPB Client Service Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s)/ Fiduciary Strategist 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’s 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...

Location: 1301 5th Avenue, Seattle Washington Job Summary The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Essential Functions Leads the delivery of fiduciary advice as part of client servicing and execution of client experience. Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries....

Location: 1301 5th Avenue, Seattle Washington Job Summary Payments Associates act as the primary day-to-day leaders for analytical and business development support, including pipeline management, financial modeling, payment process analysis, deal audits and bookings, industry research and the preparation of various presentations and documents, relationship reviews, new business pitch material, RFP responses and on-boarding plans. The roles primary responsibility is to interact with Payments Advisors, Market Leads and Line of Business Partners, who own strategic payment engagements with corporate clients and prospects. This role may also own entire transactions and interface directly with clients in presentation, negotiation, and delivery of payment solutions. Responsibilities Work with Payments Advisors, Market Leads and Line of Business Partners to organize and manage Pipelines and prepare for new business deliverables presented to c-suite leaders of corporate clients...

Location: 1301 5th Avenue, Seattle Washington Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...