442 matching jobs for “Client Relationship Analyst”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

Allstate

Data Analytics Manager - Client Legal Services

US - Remote

Full time
Regular

Lead the next evolution of Client Legal Services (CLS) Legal Operations analytics by building a governed, scalable data and intelligence …

Added Oct 28, 2026

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Ameriprise Financial

Cash Analyst

Noida, Uttar Pradesh, India

Hybrid
Full time
Permanent

… Preferred Qualifications Graduation-B.com/BBA MBA-Finance/operation In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve …

Added Nov 3, 2026

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Global Payments

Senior Portfolio Analyst

Cincinnati, Ohio, United States +1 location

… your career global? Make your mark at one of the biggest names in payments. We’re looking for a Senior Data Analyst, Portfolio Analytics to join our ever-evolving Global SMB team and help shape the future of global …

Added Nov 3, 2026

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KeyCorp

KPB Trust Analyst

Brooklyn, OH +1 location

Full time

Pay posted by employer$52,000–$80,000 per year

The Trust and Estate Analyst provides trust administration support and fulfills fiduciary responsibilities by providing basic trust …

Added Nov 3, 2026

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Ameriprise Financial

Production Support Analyst

Noida, Uttar Pradesh, India

Hybrid
Full time
Permanent

… service degradation and hence minimal business impact. Role Summary We are looking for a Production Support Analyst to support and maintain business-critical applications. The role involves monitoring applications, handling …

Added Nov 4, 2026

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Visa

Sr. Compliance Analyst

Foster City, California, United States

In person

Pay posted by employer$136,000–$217,000 USD per year

The Sr. Analyst, Client Due Diligence (CDD), is responsible for executing and supporting Visa’s client due diligence and …

Added Oct 27, 2026

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Fidelity National Information Services

Senior Service Delivery Analyst

CYP NICO 4 FLR 1

of the role will be: Own the day-to-day service relationship for an allocated portfolio of clients, developing trusted relationships and understanding client …

Added Nov 6, 2026

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Caterpillar

Business Process Analyst

Bengaluru, Karnataka, India 2 postings

… a better world, so we can all enjoy living in it. Job Summary We are seeking a skilled Business Process Analyst to join India CoE-Integration & Engg -CAT IT Division The preference for this role is to be based out of …

Added Oct 28, 2026

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Visa

Analyst, Software Test Engineering

Bogotá, Bogota D.C., Colombia

… analyze test results and recommend corrective actions to ensure product quality and reliability. What an Analyst, Software Test Engineering does at Visa: Executes test strategy, solution validation, and delivery …

Added Oct 27, 2026

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Citigroup

Production Support Analyst

DLF CYBERCITY 12B

Citi's Securities Services division is seeking a Senior Production Support Analyst to join the Data & Client Platforms (DCP) Production Support team — a globally distributed, 24×6 function …

Added Nov 3, 2026

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Ameriprise Financial

Sr Cash Analyst

Noida, Uttar Pradesh, India

Hybrid
Full time
Permanent

… mentor junior analysts Excellent communication and presentation skills. In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve …

Added Nov 3, 2026

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TIAA

Data Analyst I

Pune, Maharashtra, India

… Physical Requirements: Sedentary Work Career Level 4IC Position Overview We are seeking an experienced Data Analyst to support our Business Intelligence team as a visualization developer. You will create compelling …

Added Oct 27, 2026

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Ameriprise Financial

Intermediate Quantitative Analyst

Boston, Massachusetts, United States

Hybrid
Full time
Permanent

Pay posted by employer$140,000–$160,000 per year

… and Asia Pacific. Our Quantitative Equity Research team is looking for a curious, driven Quantitative Analyst to join us. We build and maintain a suite of stock selection models that power both systematic and …

Added Nov 3, 2026

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Partner Sales Analyst

All Cities, Arkansas, United States of America +3 locations

Full time
Reg Employee

Pay posted by employer$112,600–$155,000 USD per year

… solutions that meet specific customer needs, including customization of products and services to align with client requirements. • Identifies trends and new insights that align with the organization's strategic objectives …

Added Oct 12, 2026

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State Street

North America Portfolio Analyst, Officer

Boston, Massachusetts, United States

Full time

Pay posted by employer$65,000–$113,750

Who We Are Looking For We are seeking a highly motivated, client-focused professional with a strong interest in financial markets, investment management, and relationship …

Added Oct 27, 2026

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Nationwide

Consultant, Data Analyst

Iowa - Des Moines, 1100 Locust Street

Full time

Pay posted by employer$118,000–$222,000

… an agile work environment and collaborative culture through the understanding of business processes, relationship entities and requirements using data analysis, quality, visualization, governance, engineering, AI …

Added Oct 29, 2026

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Caterpillar

Business Process Analyst

Bengaluru, Karnataka, India

Added Oct 28, 2026

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Ameriprise Financial

Senior Compliance Analyst

Gurugram, Haryana, India +1 location

Hybrid
Full time
Permanent

We have an exciting opportunity for a Senior Compliance Analyst supporting the Ameriprise Bank, FSB Compliance Program. This position is responsible for executing …

Added Nov 3, 2026

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TIAA

Accountant Analyst - IN

Pune, Maharashtra, India

Hybrid

… Communication, Compliance, Financial Acumen, Generally Accepted Accounting Principles, Inspires Others, Relationship Management, Risk Analysis/Analytics, Stakeholder Engagement, Strategic Thinking …

Added Oct 27, 2026

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Ameriprise Financial

Senior Financial Analyst

Minneapolis, Minnesota, United States

Hybrid
Full time
Permanent

Pay posted by employer$71,300–$98,100 per year

Ameriprise Financial has an exciting opportunity and we are looking to hire a Senior Financial Analyst who will be a key Finance partner supporting the Ameriprise Advisor Recruiting organization. This role …

Added Nov 3, 2026

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KeyCorp

KPB Trust Analyst

Brooklyn, OH +1 more

Full time

Pay posted by employer$52,000–$80,000 per year

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Skills · employer excerpt

Managing and recording financial transactions related to trust assets in compliance with legal and fiduciary standards.
Understanding and applying laws and regulations related to taxation for individuals, trusts, and organizations.
Overseeing the management and distribution of trust assets according to legal documents and fiduciary responsibilities.
Executing duties with integrity and loyalty in managing assets or interests on behalf of another party.
Understanding the legal framework governing the creation, administration, and termination of trusts.

2 more in the full description below.

About this opportunity

Original employer description

Location:

4900 Tiedeman Road, Brooklyn Ohio

Job Summary

The Trust and Estate Analyst provides trust administration support and fulfills fiduciary responsibilities by providing basic trust administration for Key Private Bank (KPB) clients and their beneficiaries. While serving on the KPB Specialty Teams and within the relationship management team, collaborates effectively and provides insight and solutions to attract, retain and grow clients. Actively manages trust and agency accounts, in accordance with established policies and procedures to a high professional standard while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Where appropriate, may focus on an area of specialty trust expertise. Successfully identifies opportunities to enhance client relationships while using proper channel management.

Essential Functions

Works in partnership with a Trust and Estate Settlement Officer on assigned fiduciary and agency accounts to administer settlements. May serve as primary contact for some account relationships.
Reviews and maintains client information on trust accounting system and all applicable vendor systems.
Applies sound fiduciary judgement to trust matters
Discovers, analyzes and researches client transactions and recommend solutions as needed.
Analyzes and interprets legal instruments to determine duties and responsibilities of bank as Trustee.
Develops relationships with clients/beneficiaries and their service providers, such as attorneys and accountants, etc., to grow/maintain relationships. May involve proactive client outreach.
Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.
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
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 Key’s clients and Key.

Education

Bachelor's Degree in business-related field (preferred)
General knowledge and understanding of fiduciary, financial and/or investment products and services
OR equivalent experience (required)

Work Experience

A minimum of 3 years experience working within the financial industry or other client service roles. (required)

Licenses and Certifications

Progress towards, or completion of, Cannon Trust Schools I, II and III or equivalent knowledge from other industry training, or equivalent knowledge from fiduciary training or equivalent experience (preferred)

Skills

Managing and recording financial transactions related to trust assets in compliance with legal and fiduciary standards.
Understanding and applying laws and regulations related to taxation for individuals, trusts, and organizations.
Overseeing the management and distribution of trust assets according to legal documents and fiduciary responsibilities.
Executing duties with integrity and loyalty in managing assets or interests on behalf of another party.
Understanding the legal framework governing the creation, administration, and termination of trusts.
Leading, motivating, and developing teams to achieve organizational objectives effectively.
Taking responsibility for decisions, actions, and outcomes in professional and fiduciary roles.

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

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.

Work Location Category

Hybrid (3+ days)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $52,000.00 - $80,000.00 annually. 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 eligibility for 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: 11/22/2026

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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Keywords also found in description

Consumer Bank
Consumer Bank - Wealth - Wealth Services - Fiduciary
Full time

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