Trust & Estates Account Manager

Quest Oracle Community; Phoenix, Northern (AZ, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Northern Trust is seeking an experienced relationship servicing professional to coordinate account administration for fiduciary, estate, guardianship, and custody accounts across complex client relationships in the United States.

The role involves guiding service requests, developing action plans, and maintaining knowledge of governing documents and client agreements, while working with Trust Advisors and Administrators to ensure accurate set up, timely fee reviews, and proactive communications.

Qualifications

• Excellent oral and written communication skills required.
• In-depth knowledge of personal trust, estate, guardian and advisory services.
• Strong analytical, problem solving, and organizational abilities.
• Technical skills / systems knowledge (e.g. PeopleSoft) preferred.
• College degree; 5–7 years in financial servicing or related field preferred.

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate, guardianship, and 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 communicate to service partners; obtain appropriate information from partners and clients to facilitate service changes or transactions.
• Oversee development of action plans for client servicing events and ensure execution and follow-up; communicate with clients regularly about account status and required documents.
• Engage the Client Support Services Team on execution of client servicing events, account opening/closing, cash movements, and fee set-ups.
• Identify service improvements and process enhancements to improve delivery.
• Develop knowledge of business applications critical to relationship management including client online tools.
• Assist Trust Advisors and Administrators in account acceptance, discretionary analysis, compliance, and annual reviews; ensure proper documentation and imaging.
• Assist with business development and client presentations; serve as subject matter expert and mentor to junior staff.

Skills

Communication

Analytical skills

Trust/estate knowledge

Problem solving

Organizational skills

Education

College degree or relevant experience

5–7 years financial servicing experience

Tools

PeopleSoft

Job description

Northern Trust is seeking an experienced relationship servicing professional to coordinate account administration for fiduciary, estate, guardianship, and custody accounts across complex client relationships in the United States.

The role involves guiding service requests, developing action plans, and maintaining knowledge of governing documents and client agreements, while working with Trust Advisors and Administrators to ensure accurate set up, timely fee reviews, and proactive communications.