Wealth Trust Account Manager - Client Services & Relations

Northern Trust; Phoenix (AZ); On-site; USD 85,000 - 110,000; Full time

Job summary

Northern Trust in Phoenix seeks a Trust Operations professional to coordinate account administration for fiduciary and custody relationships, resolve client issues with clear communications, and ensure accurate setup of accounts and fees.

You will collaborate with Trust Advisors and service teams, using client online tools, while mentoring junior staff and contributing to process improvements in a high‑touch environment.

Qualifications

• Bachelor's degree in finance or related field.
• 5–7 years of experience in financial servicing or related roles.
• Knowledge of trust, estate, guardian and advisory services and products.

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.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners; ensures information is complete to facilitate service changes.
• Oversees development of action plans for client servicing events and communicates status to clients.

Skills

Communication

Analytical thinking

Problem solving

Adaptability

Relationship management

Education

College degree

Tools

PeopleSoft

Job description

Northern Trust in Phoenix seeks a Trust Operations professional to coordinate account administration for fiduciary and custody relationships, resolve client issues with clear communications, and ensure accurate setup of accounts and fees.

You will collaborate with Trust Advisors and service teams, using client online tools, while mentoring junior staff and contributing to process improvements in a high‑touch environment.