Senior Client Services Manager, Wealth & Trust

ntrs; Coral Gables (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Northern Trust is seeking an experienced professional to coordinate account administration for fiduciary, investment management, estate settlement and custody accounts for complex client relationships.

The role requires knowledge of governing documents, service requests handling, and collaboration with Trust Advisors and related teams to ensure accurate execution and timely communication. A college degree and 5–7 years in financial services are preferred.

Qualifications

• Excellent oral and written communication skills required.
• In-depth knowledge of personal trust, estate, guardianship and Advisory services.
• 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) required.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners, and communicates to service partners; obtains information to facilitate service changes or transactions.
• Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
• Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly.

Skills

Excellent communication

Trust knowledge

Internal bank trust functions

Analytical skills

Organizational skills

Flexibility

Technical skills (Peoplesoft)

Education

Bachelor's degree or higher in relevant field

Job description

Northern Trust is seeking an experienced professional to coordinate account administration for fiduciary, investment management, estate settlement and custody accounts for complex client relationships.

The role requires knowledge of governing documents, service requests handling, and collaboration with Trust Advisors and related teams to ensure accurate execution and timely communication. A college degree and 5–7 years in financial services are preferred.