Senior Client Relationship Manager, Trust & Estate Services

Careerwebsite; Phoenix, Northern (AZ, KY); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Northern Trust is seeking a skilled professional to manage complex fiduciary and estate accounts, coordinating servicing events and resolving client requests. The role requires deep knowledge of trust and advisory services, strong communication, and cross-team collaboration.

Ideal candidates have 5–7 years in financial servicing, aBachelor's degree, and comfort with systems like PeopleSoft to support accurate account administration and proactive client communication.

Qualifications

• Excellent oral and written communication skills and client service mindset.
• In-depth knowledge of personal trust, estate, guardian and advisory services.
• Technical systems literacy including PeopleSoft and related tools.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
• 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.
• Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates status to clients.
• Engages the Client Support Services Team on execution of client servicing events, account opening/closing, cash movements and fee set-ups.

Skills

Communication skills

Trust and estate knowledge

PeopleSoft

Analytical skills

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a skilled professional to manage complex fiduciary and estate accounts, coordinating servicing events and resolving client requests. The role requires deep knowledge of trust and advisory services, strong communication, and cross-team collaboration.

Ideal candidates have 5–7 years in financial servicing, aBachelor's degree, and comfort with systems like PeopleSoft to support accurate account administration and proactive client communication.