Senior Client Relationship Manager - Wealth & Trust

ntrs

North Palm Beach (FL)

On-site

USD 85,000 - 120,000

Full time

3 days ago

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Job summary

Northern Trust in the United States is seeking an experienced Client Services Professional to coordinate fiduciary and trust accounts for complex client relationships. You will gather information from clients, communicate service steps, and support trusted advisors in account setup and ongoing servicing.

Ideal candidates have a college degree and 5+ years in financial services, with strong communication and technical skills (Peoplesoft).

Qualifications

Excellent oral and written communication skills are required.
Analytical, problem solving and organizational abilities are essential.
Knowledge of internal bank trust functions and advisory services is expected.

Responsibilities

Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.
Coordinate resolution of client issues and inform clients of steps taken to resolve requests or problems.
Develop and maintain working knowledge of governing documents and account agreements.
Receive service requests from clients and partners, and communicates to service partners; obtain information to facilitate service changes or transactions.
Oversee development of action plans for client servicing events and ensure execution and follow‑up; communicate with clients on status and documents.
Engage Client Support Services Team on execution of client servicing events, account opening/closing, cash movement and fee set‑ups.