Senior Client Relationship Manager

001 The Northern Trust Company; Tampa (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Northern Trust seeks a professional to coordinate complex trust and fiduciary account servicing in a US-based role. You will manage account administration, maintain documents, and communicate with clients and partners to ensure timely service delivery.

The position requires a college degree and 5+ years in financial services, with strong communication and trust-product knowledge. Collaboration with Trust Advisors and junior staff is essential for smooth operations.

Qualifications

• A College or University degree and/or relevant proven work experience is preferred.
• 5+ experience in financial servicing or related experience/credentials preferred.
• Excellent oral and written communication skills are required.
• Knowledge of personal trust, estate, guardian and Advisory services and products is required.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information to facilitate service changes or transactions.
• Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
• Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly.

Skills

Excellent communication

Trust knowledge

Analytical skills

Problem solving

Education

College/university degree

Tools

PeopleSoft

Job description

Northern Trust seeks a professional to coordinate complex trust and fiduciary account servicing in a US-based role. You will manage account administration, maintain documents, and communicate with clients and partners to ensure timely service delivery.

The position requires a college degree and 5+ years in financial services, with strong communication and trust-product knowledge. Collaboration with Trust Advisors and junior staff is essential for smooth operations.