Senior Trust & Client Relationship Manager

Quest Oracle Community; Milwaukee (WI); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Northern Trust, a global leader in wealth management and fiduciary services, seeks a client-focused professional to support fiduciary, estate, guardianship and advisory activities for complex client relationships. You will coordinate account administration, maintain governing documents, and ensure accurate setup of fees and cash movements.

Ideal candidates have strong communication, analytical, and organizational skills, with 5–7 years in financial servicing and a university degree.

Qualifications

• Excellent oral and written communication skills are required.
• Knowledge of personal trust, estate, guardian and advisory services is required.
• Experience in financial servicing or related experience preferred.
• Technical skills / systems knowledge (e.g. PeopleSoft) is 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.
• Communicates service changes or transactions with clients and partners to facilitate service requests.
• Oversees resolution of client issues and informs clients of steps taken to resolve requests or problems.
• Develops action plans for client servicing events and ensures execution and follow-up.

Skills

Communication skills

Analytical skills

Problem solving

Organizational skills

Mentoring/leadership

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust, a global leader in wealth management and fiduciary services, seeks a client-focused professional to support fiduciary, estate, guardianship and advisory activities for complex client relationships. You will coordinate account administration, maintain governing documents, and ensure accurate setup of fees and cash movements.

Ideal candidates have strong communication, analytical, and organizational skills, with 5–7 years in financial servicing and a university degree.