Senior Client Services & Trust Manager

Careerwebsite; Sarasota (FL); On-site; USD 80,000 - 110,000; Full time

Job summary

Northern Trust is seeking a skilled Trust Services professional to manage complex fiduciary and advisory client relationships. You will coordinate account administration across fiduciary, investment, estate, and custody services, while maintaining documentation and client communication.

Ideal candidates have a college degree and 5+ years in financial servicing, with strong analytical ability and proficiency in PeopleSoft.

Qualifications

• Excellent oral and written communication skills required.
• In-depth knowledge of personal trust, estate, guardian and advisory services is required.
• Knowledge of internal bank trust functions is required.
• Analytical, problem solving, and organizational skills are 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 client relationships.
• Develop and maintain working knowledge of governing documents and account agreements.
• Receive service requests, obtain information, and facilitate service changes or transactions.
• Coordinate resolution of client issues and keep clients informed of progress.
• Oversee action plans for client servicing events and ensure follow-up and communication.

Skills

Excellent communication

Functional/industry knowledge

Analytical problem-solving

PeopleSoft/ERP experience

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a skilled Trust Services professional to manage complex fiduciary and advisory client relationships. You will coordinate account administration across fiduciary, investment, estate, and custody services, while maintaining documentation and client communication.

Ideal candidates have a college degree and 5+ years in financial servicing, with strong analytical ability and proficiency in PeopleSoft.