Senior Client Relationship Manager - Wealth & Trust

Quest Oracle Community; Tampa (FL); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Northern Trust, a global leader in wealth management, seeks a capable trust services professional in the Tampa area. The role focuses on coordinating fiduciary and custody accounts, maintaining governing documents, and facilitating client service requests.

Strong communication and compliance skills are essential to support advisors and clients. Applicants should have a College or University degree and 5+ years in financial servicing.

Qualifications

• Excellent oral and written communication skills required.
• In-depth knowledge of personal trust, estate, guardian and advisory services and products.
• Knowledge of internal bank trust functions.
• Analytical, problem solving, and organizational skills required.
• Highly flexible and adaptable to change.
• Technical skills / systems knowledge (e.g. Peoplesoft) is required.

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex relationships.
• Develop and maintain knowledge of governing documents and account agreements.
• Receive service requests from clients and partners and facilitate service changes or transactions.
• Coordinate resolution of client issues and inform clients of steps to resolve requests.
• Oversee development of action plans for client servicing events and ensure execution and follow-up.

Skills

Excellent communication

Trust knowledge

Analytical skills

Peoplesoft knowledge

Adaptability

Education

College/University degree

Tools

PeopleSoft

Job description

Northern Trust, a global leader in wealth management, seeks a capable trust services professional in the Tampa area. The role focuses on coordinating fiduciary and custody accounts, maintaining governing documents, and facilitating client service requests.

Strong communication and compliance skills are essential to support advisors and clients. Applicants should have a College or University degree and 5+ years in financial servicing.