Senior Trust & Client Services Manager

Quest Oracle Community; Dallas, Northern (TX, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Northern Trust is seeking a seasoned professional to coordinate account administration across fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.

You will build knowledge of governing documents, communicate with clients, and collaborate with Trust Advisors and Administrators to ensure accurate setup and ongoing review of fees and documentation. A degree and 5–7 years of financial service experience are preferred.

Qualifications

• Bachelor's degree or higher preferred.
• 5–7 years’ experience in financial servicing or related field.
• Excellent verbal and written communication required.
• Knowledge of trust operations and advisory services desirable.

Responsibilities

• Coordinate account administration for fiduciary, investment, estate settlement, guardianship and custody accounts.
• Maintain knowledge of governing documents and account agreements.
• Receive service requests and liaise with service partners to facilitate changes or transactions.
• Communicate with clients to inform on status of requests and actions taken.
• Oversee action plans for client servicing events and ensure follow-up.

Skills

Communication skills

Analytical skills

Organizational skills

Adaptability

Education

College/University degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a seasoned professional to coordinate account administration across fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.

You will build knowledge of governing documents, communicate with clients, and collaborate with Trust Advisors and Administrators to ensure accurate setup and ongoing review of fees and documentation. A degree and 5–7 years of financial service experience are preferred.