Trust & Client Services Account Manager

The Northern Trust Company; Wilmington (DE); On-site; USD 90,000 - 110,000; Full time

Job summary

The Northern Trust Company is seeking a skilled relationship professional to coordinate administrative duties for fiduciary, estate and custody accounts. You will resolve client issues, maintain governance documents, and support senior advisors in complex client relationships, while ensuring accurate fee setup and timely communications.

The role requires a college degree and 5–7 years in financial servicing, with strong communication and analytical abilities, and knowledge of bank trust

Qualifications

• /strong; Knowledge of personal trust, estate, guardian and Advisory services; required
• Analytical, problem solving and organizational skills required
• In-depth knowledge of internal bank trust functions required
• Excellent communication skills required

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Coordinate resolution of client issues and inform clients of steps taken to resolve requests or problems.
• Develop and maintain working knowledge of governing documents and account agreements.
• Receive service requests from clients and partners and obtain information to facilitate service changes or transactions.
• Oversee development of action plans for client servicing events and ensure execution and follow-up; communicate with clients about status and fees.
• Engage Client Support Services on client servicing events, account opening/closing, cash movement and fee set-ups.
• Identify service efficiency enhancements and process improvements.
• Develop and maintain knowledge of business applications for relationship management and client online tools.
• Assist Trust Advisors and Administrators with account acceptance, discretionary requests, compliance and annual reviews; ensure documentation and imaging.
• Assist with business development and client presentations.
• Serve as a subject matter expert and mentor to junior staff.
• May supervise daily operational activities.
• Be technically strong and cross-functional across related areas.
• Facilitate discussions and reach decisions.

Skills

Oral and written communication

Functional/industry knowledge

Bank trust knowledge

Analytical thinking

Flexibility/adaptability

PeopleSoft knowledge

Education

College/University degree

Tools

PeopleSoft

Job description

The Northern Trust Company is seeking a skilled relationship professional to coordinate administrative duties for fiduciary, estate and custody accounts. You will resolve client issues, maintain governance documents, and support senior advisors in complex client relationships, while ensuring accurate fee setup and timely communications.

The role requires a college degree and 5–7 years in financial servicing, with strong communication and analytical abilities, and knowledge of bank trust