Strategic Trust & Accounts Manager

Northern Trust Corp; Miami (FL); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Northern Trust in Miami seeks a client servicing professional to coordinate account administration for fiduciary, investment management, estate settlement, and custody accounts for complex client relationships. You will resolve client issues, manage documentation, and collaborate with Trust Advisors and Estate Settlement Administrators.

The role requires excellent communication, knowledge of trust functions, analytical skills, and the ability to mentor junior staff.

Qualifications

• College or University degree preferred.
• 5+ years in financial servicing or related experience preferred.
• Excellent oral and written communication skills required.
• Knowledge of internal bank trust functions required.
• Analytical, problem solving, and organizational skills required.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, 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.
• Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
• Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
• 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 Estate Settlement Administrators, 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

Client servicing

Communication skills

Analytical thinking

Problem solving

Team collaboration

PeopleSoft

Education

College or University degree

Tools

PeopleSoft

Job description

Northern Trust in Miami seeks a client servicing professional to coordinate account administration for fiduciary, investment management, estate settlement, and custody accounts for complex client relationships. You will resolve client issues, manage documentation, and collaborate with Trust Advisors and Estate Settlement Administrators.

The role requires excellent communication, knowledge of trust functions, analytical skills, and the ability to mentor junior staff.