Bilingual Wealth Client Relations Manager

Northern Trust; Miami (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Northern Trust is seeking an experienced professional in Miami to support fiduciary, estate and advisory client relationships. This role involves coordinating account administration, understanding governing documents, and working with service partners to fulfill requests.

Candidates should have a college degree, 5+ years in financial servicing, and Spanish or Portuguese language skills, with a focus on accuracy and client service in a fast-paced environment.

Qualifications

• College/university degree required or equivalent experience.
• 5+ years in financial servicing or related experience preferred.
• Spanish or Portuguese language required.

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Maintain knowledge of governing documents and account agreements.
• Receive and translate service requests; facilitate changes or transactions with service partners.
• Coordinate resolution of client issues and inform clients of steps taken.
• Develop action plans for client servicing events and ensure execution and follow‑up.

Skills

Communication

Analytical skills

Problem solving

Organizational skills

Flexibility

Technical systems (Peoplesoft)

Education

College or University degree

Job description

Northern Trust is seeking an experienced professional in Miami to support fiduciary, estate and advisory client relationships. This role involves coordinating account administration, understanding governing documents, and working with service partners to fulfill requests.

Candidates should have a college degree, 5+ years in financial servicing, and Spanish or Portuguese language skills, with a focus on accuracy and client service in a fast-paced environment.