Senior Trust & Client Services Lead

Northern Trust; Dallas (TX); On-site; USD 95,000 - 150,000; Full time

Job summary

Northern Trust is seeking an experienced professional to coordinate and oversee complex client accounts within fiduciary, estate, and advisory services. The role emphasizes accuracy, compliant processes, and proactive client communication.

The candidate should possess a college degree and 5–7 years of relevant financial servicing experience, with strong analytical and communication skills. This position supports a collaborative, client-focused environment at Northern Trust.

Qualifications

• Excellent oral and written communication skills are required.
• In-depth knowledge of personal trust, estate, guardian and advisory services is required.
• 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.

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.
• Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
• Oversees development of action plans for client servicing events and ensures execution; communicates with clients about status and requests.

Skills

Communication skills

Analytical thinking

Problem solving

Adaptability

Team collaboration

Education

College degree

Relevant work experience

Tools

Peoplesoft

Job description

Northern Trust is seeking an experienced professional to coordinate and oversee complex client accounts within fiduciary, estate, and advisory services. The role emphasizes accuracy, compliant processes, and proactive client communication.

The candidate should possess a college degree and 5–7 years of relevant financial servicing experience, with strong analytical and communication skills. This position supports a collaborative, client-focused environment at Northern Trust.