Fiduciary Account Manager - Client Services & Wealth Oversight

Northern Trust; Wilmington (DE); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Communication skills

Analytical skills

Problem solving

Independent worker

Technical skills

PeopleSoft

Educación

Bachelor’s degree or higher

3+ years financial servicing experience

Herramientas

PeopleSoft

Descripción del empleo

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.