Senior Trust & Wealth Account Manager

Northern Trust Corp; New York (NY); On-site; USD 78,000 - 128,000; Full time

Benefits offered by this job

Retirement benefits

Health benefits

Paid time off

Parental leave

Disability insurance

Bonus program

Job summary

Northern Trust is seeking a dedicated professional to manage complex fiduciary and custody accounts for high‑level clients and institutions. You will coordinate service requests, ensure documentation and fees are accurate, and support Trust Advisors and related administrators in daily activities.

With 5–7 years in financial servicing, you will develop expertise in governing documents and client communications, while leveraging PeopleSoft to support operations and client outcomes.

Qualifications

• Degree or equivalent work experience.
• 5–7 years experience in financial servicing or related experience/credentials preferred.
• Experience with client servicing and trust services is preferred.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
• Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
• Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
• Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
• Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations.
• Able to serve as a key subject matter expert and mentor to other more junior level employees
• May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)
• More technically sound in area of expertise and has broader knowledge of other areas
• Able to facilitate discussions and reach decisions

Skills

Communication skills

Client service orientation

Analytical thinking

Attention to detail

Education

Bachelor's degree or equivalent in finance/related field

Tools

PeopleSoft

Job description

Northern Trust is seeking a dedicated professional to manage complex fiduciary and custody accounts for high‑level clients and institutions. You will coordinate service requests, ensure documentation and fees are accurate, and support Trust Advisors and related administrators in daily activities.

With 5–7 years in financial servicing, you will develop expertise in governing documents and client communications, while leveraging PeopleSoft to support operations and client outcomes.