Senior Trust & Client Services Manager

ntrs

Chicago (IL)

On-site

USD 68,000 - 112,000

Full time

3 days ago
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Benefits offered by this job

401k plan
Pension
Health benefits
Paid time off
Parental leave
Caregiver leave
Life & accident insurance
Well-being benefits

Job summary

Northern Trust is seeking a skilled professional to coordinate complex fiduciary and custody accounts, supporting Trust Advisors and Estate Settlement teams. You will manage relationship activities, document handling and fee setups, while driving service improvements.

Ideal candidates have a 5–7 year background in financial servicing, strong communication, and knowledge of trust-related processes. This role emphasizes collaboration, accuracy, and client satisfaction within a global bank

Qualifications

  • Excellent oral and written communication skills.
  • Knowledge of personal trust, estate, guardian and advisory services.
  • 5-7 years¿ experience in financial servicing or related experience/credentials preferred.

Responsibilities

  • Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
  • Communicate with clients and partners to resolve service requests and provide updates.
  • Oversee preparation of action plans for client servicing events and ensure execution.
  • Mentor junior staff and support Trust Advisors and Administrators as needed.
  • Assist with business development and client presentations.

Skills

Communication
Analytical thinking
Problem solving
Organizational skills
PeopleSoft
Adaptability

Education

Bachelor's degree (preferred)

Tools

PeopleSoft

Job description

Northern Trust is seeking a skilled professional to coordinate complex fiduciary and custody accounts, supporting Trust Advisors and Estate Settlement teams. You will manage relationship activities, document handling and fee setups, while driving service improvements.

Ideal candidates have a 5–7 year background in financial servicing, strong communication, and knowledge of trust-related processes. This role emphasizes collaboration, accuracy, and client satisfaction within a global bank

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