Senior Wealth & Trust Client Advisor

Northern Trust Corp; Tampa (FL); Hybrid; USD 85,000 - 125,000; Full time

Job summary

Northern Trust is seeking a skilled financial services professional to coordinate and manage complex fiduciary and custody accounts for high‑value clients. The role emphasizes service excellence, precise documentation, and collaboration with trust advisors and support teams.

The ideal candidate brings 5+ years of experience in financial servicing, strong communication, and deep knowledge of trust-related processes, ensuring accurate client onboarding, fee setups, and ongoing servicing.

Qualifications

• 5+ years of financial servicing or related experience preferred.
• Excellent oral and written communication skills required.
• Knowledge of personal trust, estate, guardian and advisory services commonly gained through related work experience.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains knowledge of governing documents and account agreements.
• Receives service requests from clients and partners and informs service partners to facilitate changes or transactions.
• Oversees development of action plans for client servicing events and ensures execution and follow-up.

Skills

Client relations

Communication skills

Analytical ability

Problem solving

Trust operations

Mentoring

Education

Bachelor's degree

Tools

Peoplesoft

Job description

Northern Trust is seeking a skilled financial services professional to coordinate and manage complex fiduciary and custody accounts for high‑value clients. The role emphasizes service excellence, precise documentation, and collaboration with trust advisors and support teams.

The ideal candidate brings 5+ years of experience in financial servicing, strong communication, and deep knowledge of trust-related processes, ensuring accurate client onboarding, fee setups, and ongoing servicing.