Senior Client Relations Manager - Wealth & Trust

001 The Northern Trust Company; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Northern Trust is seeking an experienced professional to coordinate complex client accounts and provide high-level fiduciary and trust services in a Dallas-based role.

You will support estate settlement, guardianship and custody activities, maintain governing documents knowledge, and guide junior staff while delivering precise, client-focused service in a dynamic financial environment.

Qualifications

• College or university degree preferred.
• 5–7 years of experience in financial servicing or related experience.
• Excellent oral and written communication skills.
• Knowledge of client online tools and trust services.

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develop and maintain working knowledge of governing documents and account agreements.
• Receive service requests from clients and partners, and communicate to service partners; obtain information to facilitate service changes or transactions.
• Coordinate resolution of client issues; inform client of steps taken to resolve requests or problems.
• Oversee development of action plans for client servicing events and ensure execution and follow-up; communicate with clients about account setup or status.

Skills

Communication skills

Financial services knowledge

PeopleSoft

Analytical thinking

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust is seeking an experienced professional to coordinate complex client accounts and provide high-level fiduciary and trust services in a Dallas-based role.

You will support estate settlement, guardianship and custody activities, maintain governing documents knowledge, and guide junior staff while delivering precise, client-focused service in a dynamic financial environment.