Senior Trust & Client Services Specialist

Quest Oracle Community; Tampa (FL); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Northern Trust is seeking a capable professional to manage complex fiduciary and custody accounts, coordinate servicing events, and ensure accurate documentation and communication with clients. The role emphasizes client service, process improvement, and teamwork within a trusted wealth management environment.

Ideal candidates bring a degree and 5+ years in financial services, with strong communication, analytical, and organizational skills, plus familiarity with PeopleSoft.

Qualifications

• Bachelor's degree or equivalent work experience in finance or related field.
• 5+ years of financial servicing or related experience preferred.
• Excellent communication and ability to interact with clients and colleagues.
• Authorized to work in the U.S. without sponsorship now or in the future.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains knowledge of governing documents and account agreements.
• Receives service requests from clients and partners; conveys information to service partners to facilitate changes or transactions.
• Coordinates resolution of client issues and informs clients of progress.
• Oversees action plans for client servicing events and ensures execution and follow-up.
• Mentors junior staff and supports day-to-day operations without formal management duties.

Skills

Communication skills

Analytical thinking

Problem solving

Organizational skills

Flexibility

PeopleSoft knowledge

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a capable professional to manage complex fiduciary and custody accounts, coordinate servicing events, and ensure accurate documentation and communication with clients. The role emphasizes client service, process improvement, and teamwork within a trusted wealth management environment.

Ideal candidates bring a degree and 5+ years in financial services, with strong communication, analytical, and organizational skills, plus familiarity with PeopleSoft.