Senior Trust & Client Relationship Manager

Careerwebsite; Miami, Northern (FL, KY); Hybrid; USD 95,000 - 140,000; Full time

Job summary

Northern Trust is a global leader in wealth management, asset servicing, and banking services with a long history of service and integrity. This role coordinates client accounts across fiduciary and custody relationships, communicates with partners, and supports advisory teams to ensure accurate documentation and timely service.

The candidate will work with Trust Advisors and Administrators to manage account openings, fee setups, and ongoing client communications, while mentoring junior staff

Qualifications

• Excellent oral and written communication required.
• Analytical, problem solving, and organizational skills.
• Knowledge of personal trust, estate, guardian and advisory services.
• Spanish or Portuguese language ability required.
• College degree preferred.

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 changes or transactions.
• Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly.
• Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance, discretionary request analysis, compliance, and annual account reviews.
• Mentors junior-level employees and serves as a key subject-matter expert.
• Identifies service efficiency enhancements and process improvements.
• Delivers a work product that requires less revision.

Skills

Communication skills

Analytical skills

PeopleSoft

Spanish/Portuguese

Education

Bachelor's degree

5+ years financial services experience

Tools

PeopleSoft

Job description

Northern Trust is a global leader in wealth management, asset servicing, and banking services with a long history of service and integrity. This role coordinates client accounts across fiduciary and custody relationships, communicates with partners, and supports advisory teams to ensure accurate documentation and timely service.

The candidate will work with Trust Advisors and Administrators to manage account openings, fee setups, and ongoing client communications, while mentoring junior staff