Senior Trust & Client Relationship Manager

Northern Trust Corp; Vero Beach (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

Northern Trust is seeking a qualified professional to support fiduciary and investment management client relationships in Florida. The role focuses on coordinating account administration, resolving client issues, and maintaining knowledge of governing documents and service agreements.

You will work with Trust Advisors and related teams to ensure accurate setup, ongoing documentation, and timely communications with clients while leveraging internal tools to enhance service delivery.

Qualifications

• A College or University degree and/or relevant proven work experience is preferred.
• 5-7 years experience in financial servicing or related experience/credentials preferred.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly.
• Assists Trust Advisors and related roles with account acceptance, discretionary request analysis and process, compliance management and annual account review.

Skills

Communication

Analytical skills

PeopleSoft

Client servicing

Education

College degree

Tools

PeopleSoft ERP

Job description

Northern Trust is seeking a qualified professional to support fiduciary and investment management client relationships in Florida. The role focuses on coordinating account administration, resolving client issues, and maintaining knowledge of governing documents and service agreements.

You will work with Trust Advisors and related teams to ensure accurate setup, ongoing documentation, and timely communications with clients while leveraging internal tools to enhance service delivery.