Senior Trust & Wealth Account Manager

001 The Northern Trust Company; Milwaukee (WI); On-site; USD 75,000 - 110,000; Full time

Job summary

The Northern Trust Company is hiring in Milwaukee to support fiduciary and advisory services for complex client relationships. The role focuses on account administration, document governance, and client communications.

Candidates should have 5–7 years in financial servicing, strong communication skills, and a Bachelor’s degree. US work authorization is required; sponsorship is not provided.

Qualifications

• Excellent oral and written communication skills are required.
• Deep knowledge of personal trust, estate, guardian and advisory services.
• Analytical, problem solving and organizational skills are needed.
• 5-7 years’ experience in financial servicing or related work is preferred.
• US work authorization without visa sponsorship is required.

Responsibilities

• Coordinates account administration for fiduciary, investment, estate, guardianship and/or custody accounts.
• Maintains knowledge of governing documents and account agreements.
• Receives service requests from clients and partners; conveys changes to service teams.
• Coordinates resolution of client issues and informs clients of progress.
• Oversees action plans for client servicing events and ensures follow-up.
• Assists Trust Advisors and Administrators in account acceptance and fee setups.
• Develops knowledge of key business applications used for relationship management.
• Supports business development and client presentations.
• Identifies service improvements and process efficiencies.

Skills

Client servicing

Communication

Financial services

PeopleSoft

Documentation

Education

Bachelor's degree

Tools

PeopleSoft

Job description

The Northern Trust Company is hiring in Milwaukee to support fiduciary and advisory services for complex client relationships. The role focuses on account administration, document governance, and client communications.

Candidates should have 5–7 years in financial servicing, strong communication skills, and a Bachelor’s degree. US work authorization is required; sponsorship is not provided.