Senior Client Relationship Manager - Wealth & Trust

Northern Trust Corp.; North Palm Beach (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Northern Trust Corp. seeks a trusted professional to coordinate fiduciary and estate account administration and support trust advisors and client relations. The role emphasizes accuracy, proactive servicing, and adherence to governing documents.

You will work with sophisticated clients and teams, leveraging internal tools like PeopleSoft to ensure compliant, timely service and effective client communication.

Qualifications

• Excellent oral and written communication skills.
• 5+ years of financial servicing or related experience preferred.
• Knowledge of internal bank trust functions.
• Authorized to work in the U.S. without sponsorship now or in the future.

Responsibilities

• Coordinate account administration for fiduciary and estate accounts.
• Resolve client issues and inform clients of progress.
• Maintain knowledge of governing documents and account agreements.
• Process service requests and facilitate changes or transactions.
• Develop action plans for client servicing events and follow up.
• Support Trust Advisors and Administrators in account opening and reviews.
• Assist with business development and client presentations.

Skills

Communication skills

Analytical thinking

Organizational skills

Adaptability

Education

Bachelor's degree or higher

Tools

PeopleSoft

Job description

Northern Trust Corp. seeks a trusted professional to coordinate fiduciary and estate account administration and support trust advisors and client relations. The role emphasizes accuracy, proactive servicing, and adherence to governing documents.

You will work with sophisticated clients and teams, leveraging internal tools like PeopleSoft to ensure compliant, timely service and effective client communication.