Senior Client Relationship Manager, Wealth & Trust

Northern Trust Corp; Vero Beach (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Required are 5–7 years in financial services, a Bachelor’s degree, and strong communication and analytical abilities. The role offers a collaborative, flexible culture within a leading wealth management firm.

Qualifications

• Excellent oral and written communication skills are required.
• Analytical, problem solving, and organizational skills are required.
• Highly flexible and adaptable to change.
• 5–7 years experience in financial servicing or related experience/credentials preferred.
• Experience with PeopleSoft and other business applications is preferred.

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Inform clients of steps taken to resolve requests or problems; develop action plans and ensure execution and follow‑up.
• Assist Trust Advisors and related roles in account acceptance, discretionary analysis, and compliance management.
• Support business development and client presentations; mentor junior staff and potentially supervise daily activities.

Skills

Communication skills

Analytical skills

Problem solving

Adaptability

PeopleSoft

Financial services experience

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Required are 5–7 years in financial services, a Bachelor’s degree, and strong communication and analytical abilities. The role offers a collaborative, flexible culture within a leading wealth management firm.