Senior Wealth Management Client Relationship Partner

Northern Trust Corp; Miami (FL); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Northern Trust is seeking an Account Manager (Partner) to maintain client relationships and coordinate administration across fiduciary, investment management, estate settlement, guardianship and custody accounts. You will respond to client inquiries, produce action plans and reports, and oversee transaction processing with the Client Support Services Team.

The successful candidate will have a college degree or equivalent experience, 5–7 years in financial services, and strong communication and

Qualifications

• Excellent verbal and written communication skills are required.
• Analytical, problem solving, and organizational skills are required.
• In-depth functional/industry knowledge of personal trust, estate, guardian and advisory services is preferred.
• A College or University degree and/or relevant proven work experience is preferred.

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; gathers needed information to facilitate changes.
• Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
• Oversees development of action plans for client servicing events and ensures execution and follow‑up.
• Assists Trust Advisors and related roles in account acceptance, discretionary analysis and annual reviews; ensures documentation is up to date.

Skills

Verbal communication

Written communication

Analytical skills

Problem solving

Organizational skills

Education

College degree

Tools

PeopleSoft

Job description

Northern Trust is seeking an Account Manager (Partner) to maintain client relationships and coordinate administration across fiduciary, investment management, estate settlement, guardianship and custody accounts. You will respond to client inquiries, produce action plans and reports, and oversee transaction processing with the Client Support Services Team.

The successful candidate will have a college degree or equivalent experience, 5–7 years in financial services, and strong communication and