Senior Client Relations Manager – Wealth & Trust

Northern Trust Corp; Sarasota (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Northern Trust Corp in Sarasota, FL seeks a Senior Account Manager to coordinate complex fiduciary and custody accounts and to manage client servicing events end-to-end. You will work with Trust Advisors and client teams to ensure accurate onboarding, fee setups, and timely communications.

We require 5+ years in financial services, strong client relations and analytical skills, and a bachelor’s degree or equivalent experience.

Qualifications

• College or university degree and/or relevant proven work experience preferred.
• 5+ years experience in financial servicing or related experience/credentials preferred.
• Must be authorized to work in the U.S. without sponsorship.

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate, guardianship, and/or custody accounts.
• Develop and maintain knowledge of governing documents and account agreements.
• Process service requests from clients and partners and obtain necessary information.
• Coordinate resolution of client issues and inform clients of steps taken.
• Oversee action plans for client servicing events and ensure execution and follow-up.

Skills

Client relations

Financial services

Analytical skills

Problem solving

Organizational skills

PeopleSoft

Education

Bachelor's degree or higher

Tools

PeopleSoft

Job description

Northern Trust Corp in Sarasota, FL seeks a Senior Account Manager to coordinate complex fiduciary and custody accounts and to manage client servicing events end-to-end. You will work with Trust Advisors and client teams to ensure accurate onboarding, fee setups, and timely communications.

We require 5+ years in financial services, strong client relations and analytical skills, and a bachelor’s degree or equivalent experience.