Trust & Estate Client Services Specialist

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

Benefits offered by this job

401k and pension

Health and welfare benefits

Discretionary bonus program

Job summary

The Northern Trust Company is a global leader in wealth management and banking services. This role coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.

It requires strong communication, analytical and organizational skills, plus in-depth knowledge of trust functions. You will collaborate with Trust Advisors and Administrators to ensure accurate documentation and timely service for clients.

Qualifications

• Excellent oral and written communication skills are required.
• In-depth knowledge of personal trust, estate, guardianship and advisory services.
• Knowledge of internal bank trust functions is required.
• Analytical, problem solving, and organizational skills are required.
• Highly flexible and adaptable to change.

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 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.

Skills

communication skills

analytical thinking

problem solving

adaptability

Education

Bachelor's degree or equivalent

Tools

PeopleSoft

Job description

The Northern Trust Company is a global leader in wealth management and banking services. This role coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.

It requires strong communication, analytical and organizational skills, plus in-depth knowledge of trust functions. You will collaborate with Trust Advisors and Administrators to ensure accurate documentation and timely service for clients.