Senior Wealth & Fiduciary Client Manager

Northern Trust Corp; New York (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

Northern Trust Corp in the United States is seeking a client servicing professional to coordinate complex fiduciary and custody accounts for sophisticated client relationships. You will work closely with partners to ensure accurate account set‑up, documentation, and timely service delivery.

You will learn governing documents, resolve client inquiries, and support Trust Advisors and Estate/Guardianship Administrators in daily servicing events, ensuring compliance and thorough follow‑up.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• 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
• Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
• 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;

Job description

Northern Trust Corp in the United States is seeking a client servicing professional to coordinate complex fiduciary and custody accounts for sophisticated client relationships. You will work closely with partners to ensure accurate account set‑up, documentation, and timely service delivery.

You will learn governing documents, resolve client inquiries, and support Trust Advisors and Estate/Guardianship Administrators in daily servicing events, ensuring compliance and thorough follow‑up.