Senior Client Relationship Manager - Trust & Wealth

001 The Northern Trust Company; Sarasota (FL); On-site; USD 85,000 - 130,000; Full time

Job summary

The Northern Trust Company is seeking a skilled professional to coordinate account administration for fiduciary and related services for complex client relationships. You will develop knowledge of governing documents, manage service requests, and ensure accurate execution and follow-up with clients and partners.

The role requires strong communication, analytical thinking, and familiarity with trust operations and related systems.

Qualifications

• Requires a college/university degree and/or relevant proven work experience.
• Excellent oral and written communication skills are required.
• Strong analytical, problem‑solving, and organizational abilities.

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.
• Maintain knowledge of governing documents and account agreements.
• Process service requests from clients and partners; gather information to facilitate changes or transactions.

Skills

Communication

Analytical skills

Problem solving

PeopleSoft

Education

Bachelor's degree in Finance or related field

Tools

PeopleSoft

Job description

The Northern Trust Company is seeking a skilled professional to coordinate account administration for fiduciary and related services for complex client relationships. You will develop knowledge of governing documents, manage service requests, and ensure accurate execution and follow-up with clients and partners.

The role requires strong communication, analytical thinking, and familiarity with trust operations and related systems.