Strategic Trust & Client Services Manager

001 The Northern Trust Company; Los Angeles (CA); On-site; USD 78,000 - 128,000; Full time

Benefits offered by this job

401(k) and Pension benefits

Health and welfare benefits

Paid time off

Parental and caregiver leave

Job summary

The Northern Trust Company is seeking a skilled professional to support fiduciary, estate, and advisory services for complex client relationships. You will collaborate with Trust Advisors and operations teams to manage account activity and ensure accurate service delivery.

Ideal candidates bring a College degree, 5–7 years of financial servicing experience, and strong analytical and communication skills. Knowledge of PeopleSoft is a plus, with a focus on client satisfaction and process

Qualifications

• Excellent oral and written communication skills are required.
• In-depth knowledge of personal trust, estate, guardian and advisory services and products.
• Knowledge of internal bank trust functions is required.
• Analytical, problem solving, and organizational skills are required.
• Technical skills / systems knowledge (e.g. PeopleSoft) is required.
• 5–7 years experience in financial servicing or related experience/credentials 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 knowledge of governing documents and account agreements.
• Receives service requests from clients and partners, and communicates to service partners to facilitate service changes or transactions.
• Oversees development of action plans for client servicing events and ensures execution and follow-up.
• Engages the Client Support Services Team on execution of client servicing events and fee setups.
• Identifies service efficiency enhancements and process improvements.

Skills

Communication skills

Analytical thinking

Problem solving

Adaptability

Client service mindset

Education

College degree

Tools

PeopleSoft

Job description

The Northern Trust Company is seeking a skilled professional to support fiduciary, estate, and advisory services for complex client relationships. You will collaborate with Trust Advisors and operations teams to manage account activity and ensure accurate service delivery.

Ideal candidates bring a College degree, 5–7 years of financial servicing experience, and strong analytical and communication skills. Knowledge of PeopleSoft is a plus, with a focus on client satisfaction and process