Senior Client Relationship Manager, Fiduciary Services

Northern Trust Corp; Dallas, Northern (TX, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Northern Trust Corp is a global financial services company providing wealth management, asset servicing, and banking services. The role involves coordinating account administration across fiduciary and custody accounts for complex relationships and supporting service delivery with strong client communication.

The position emphasizes knowledge of trust functions, problem solving, and mentorship to junior staff, with opportunities to improve processes and service efficiency.

Qualifications

• Excellent oral and written communication skills are required.
• In-depth functional/industry knowledge of personal trust, estate, guardian and advisory services and products is required.
• Knowledge of internal bank trust functions is required.
• Analytical, problem solving, and organizational skills are required.
• Highly flexible and adaptable to change.
• Technical skills/systems knowledge (e.g. PeopleSoft) 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, communicates to service partners; obtains information to facilitate 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.

Skills

Communication

Analytical

Problem solving

PeopleSoft

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust Corp is a global financial services company providing wealth management, asset servicing, and banking services. The role involves coordinating account administration across fiduciary and custody accounts for complex relationships and supporting service delivery with strong client communication.

The position emphasizes knowledge of trust functions, problem solving, and mentorship to junior staff, with opportunities to improve processes and service efficiency.