Senior Trust & Client Services Account Manager

Northern Trust Corp.; Phoenix (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

Northern Trust is seeking a qualified professional to coordinate complex fiduciary and trust servicing activities for high-net-worth clients in the United States. You will manage account onboarding, settlements, fee setups, and document processes with the Client Support Services Team.

The role requires strong communication, knowledge of trust and advisory products, and flexibility to adapt to evolving client needs.

Qualifications

• Excellent oral and written communication skills are required.
• In-depth knowledge of personal trust, estate, guardian and advisory services and products.
• Analytical, problem solving, and organizational skills are required.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly.

Skills

Trust operations

Client servicing

Account management

Financial analysis

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a qualified professional to coordinate complex fiduciary and trust servicing activities for high-net-worth clients in the United States. You will manage account onboarding, settlements, fee setups, and document processes with the Client Support Services Team.

The role requires strong communication, knowledge of trust and advisory products, and flexibility to adapt to evolving client needs.