Senior Trust & Client Relationship Manager

001 The Northern Trust Company; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

The Northern Trust Company in Phoenix seeks a senior client service professional to manage complex fiduciary and custody accounts. You will coordinate account administration, resolve client issues, and maintain knowledge of governing documents and client agreements.

Responsibilities include processing service requests, guiding client servicing events, and collaborating with Trust Advisors and support teams. Strong communication and 5–7 years in financial servicing are required.

Qualifications

• Excellent oral and written communication skills are required.
• In-depth functional/industry knowledge of personal trust, estate, guardian and advisory services.
• 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.
• A college or university degree and/or relevant proven work experience is preferred.
• 5–7 years of financial servicing or related experience/credentials preferred.
• Work authorization to work in the U.S. without sponsorship now or in the future.
• No sponsorship for U.S. work visas is available for this opportunity.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Resolves client issues and informs clients of steps taken to resolve requests or problems.
• Develops and maintains knowledge of governing documents and account agreements.
• Receives service requests and communicates to service partners; gathers information to facilitate changes or transactions.
• Oversees action plans for client servicing events and ensures execution and follow-up; informs clients of status.
• Engages Client Support Services on account openings/closings, cash movement, and fee setups.
• Identifies service efficiency enhancements and process improvements.
• Maintains working knowledge of business applications critical to relationship management.
• Assists Trust Advisors and related roles in account acceptance, discretionary requests, compliance, and annual reviews.
• Acts as a subject matter expert and mentors junior staff; may supervise daily work without formal management.

Skills

Excellent communication

Financial servicing knowledge

Analytical skills

Adaptability

PeopleSoft

Education

College or University degree

Tools

PeopleSoft

Job description

The Northern Trust Company in Phoenix seeks a senior client service professional to manage complex fiduciary and custody accounts. You will coordinate account administration, resolve client issues, and maintain knowledge of governing documents and client agreements.

Responsibilities include processing service requests, guiding client servicing events, and collaborating with Trust Advisors and support teams. Strong communication and 5–7 years in financial servicing are required.