Fiduciary Account Manager - Client Services & Wealth Oversight

Northern Trust

Wilmington (DE)

On-site

USD 90,000 - 120,000

Full time

2 days ago
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Job summary

Northern Trust is seeking a Fiduciary Account Manager to coordinate administration of complex fiduciary accounts and support Wealth Management Advisory teams. You will respond to client inquiries, develop action plans, and oversee transaction processing in coordination with the Client Support Services Team.

The role requires strong communication, trust operations knowledge, and the ability to work independently within a collaborative, fast-paced environment.

Qualifications

  • Excellent oral and written communication skills.
  • In-depth knowledge of personal trust, estate, guardian and advisory services.
  • Analytical, problem solving, and organizational skills.
  • Knowledge of internal bank trust functions.
  • Ability to work independently.

Responsibilities

  • Coordinates administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.
  • Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
  • Oversees development of action plans for client servicing events and ensures execution and follow-up.

Skills

Communication skills
Analytical skills
Problem solving
Independent worker
Technical skills
PeopleSoft

Education

Bachelor’s degree or higher
3+ years financial servicing experience

Tools

PeopleSoft

Job description

Northern Trust is seeking a Fiduciary Account Manager to coordinate administration of complex fiduciary accounts and support Wealth Management Advisory teams. You will respond to client inquiries, develop action plans, and oversee transaction processing in coordination with the Client Support Services Team.

The role requires strong communication, trust operations knowledge, and the ability to work independently within a collaborative, fast-paced environment.

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