Senior Client Relationship Manager, Wealth & Trust

Quest Oracle Community

Dallas, Northern (TX, KY)

Hybrid

USD 75,000 - 110,000

Full time

5 days ago

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Job summary

Northern Trust is seeking an experienced professional to manage complex fiduciary and advisory client relationships within its trust services group. The role emphasizes compliance, process accuracy, and proactive client communications.

Ideal candidates will bring 5–7 years of financial servicing experience, strong analytical skills, and proficiency with trust applications such as PeopleSoft. A college degree is preferred, with opportunities to contribute to client-focused initiatives and team

Qualifications

Excellent communication skills in written and oral form.
In-depth knowledge of personal trust, estate, guardian and advisory services.
Analytical, problem-solving, and organizational abilities.
Technical systems knowledge is required, e.g., PeopleSoft.

Responsibilities

Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
Maintains working knowledge of governing documents and account agreements.
Handles service requests from clients and partners and coordinates information to facilitate changes or transactions.
Oversees client issues resolution and communicates steps taken to resolve requests or problems.