Senior Trust Relationship Manager

Quest Oracle Community; Dallas (TX); Hybrid; USD 95,000 - 135,000; Full time

Job summary

Northern Trust in the United States seeks a seasoned trust professional to coordinate fiduciary, investment management, and custody accounts for complex client relationships. You will maintain governing documents and account agreements while processing client service requests with accuracy.

Responsibilities include resolving client issues, developing action plans, and coordinating with client support teams.

Qualifications

• Excellent oral and written communication skills are required.
• Broad knowledge of personal trust, estate, guardian and advisory services.
• Knowledge of internal bank trust functions is required.
• Analytical, problem solving, and organizational skills are required.
• Technical skills / systems knowledge (e.g. PeopleSoft) is required.

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develop and maintain working knowledge of governing documents and account agreements.
• Receive service requests from clients and partners, and communicate to service partners; obtain appropriate information to facilitate service changes or transactions.
• Coordinate resolution of client issues; inform client of steps taken to resolve requests or problems.
• Oversee development of action plans for client servicing events and ensure execution and follow-up; communicate with clients regularly about status and documentation.
• Engage Client Support Services Team on execution of client servicing events, account opening/closing, cash movement, and fee set-ups.
• Assist Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance, discretionary analysis, and annual reviews; ensure documentation and systems are up-to-date.
• Develop working knowledge of client online tools and applications critical to relationship management.
• Assist in business development and client presentations.
• Identify service efficiency enhancements, process improvements, and service delivery opportunities.
• Serve as a subject-matter expert and mentor to junior employees.
• May manage daily operational activities and supervise day-to-day work of junior staff.
• Deliver work products with fewer revisions.
• Facilitate discussions and reach decisions.

Skills

Oral and written communication

Analytical problem solving

Organizational skills

PeopleSoft knowledge

Education

College degree

Tools

PeopleSoft

Job description

Northern Trust in the United States seeks a seasoned trust professional to coordinate fiduciary, investment management, and custody accounts for complex client relationships. You will maintain governing documents and account agreements while processing client service requests with accuracy.

Responsibilities include resolving client issues, developing action plans, and coordinating with client support teams.