Wealth Client Services Manager

Northern Trust Corp; Miami, Northern (FL, KY); Hybrid; USD 75,000 - 110,000; Full time

Job summary

Northern Trust Corp, a global leader in wealth management and banking services, seeks a skilled professional to coordinate complex fiduciary and custody accounts. The role requires strong communication and knowledge of trust-related services, with language skills in Spanish or Portuguese and a college degree.

Ideal candidates have 5+ years in financial servicing or related experience, will work with trust advisors and administrators, and support client servicing events with attention to

Qualifications

• Excellent oral and written communication skills required.
• Knowledge of personal trust, estate, guardian and advisory services is required.
• Spanish or Portuguese language skills are required.

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develop and maintain knowledge of governing documents and account agreements.
• Receive service requests from clients and partners and coordinate with service partners to facilitate changes or transactions.
• Coordinate resolution of client issues and inform clients of progress.
• Oversee action plans for client servicing events and ensure execution and follow-up.

Skills

Excellent communication

Spanish or Portuguese

Education

College or University degree

Job description

Northern Trust Corp, a global leader in wealth management and banking services, seeks a skilled professional to coordinate complex fiduciary and custody accounts. The role requires strong communication and knowledge of trust-related services, with language skills in Spanish or Portuguese and a college degree.

Ideal candidates have 5+ years in financial servicing or related experience, will work with trust advisors and administrators, and support client servicing events with attention to