Wealth & Trust Client Account Manager

Northern Trust; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Northern Trust in the United States seeks an experienced trust professional to coordinate fiduciary and estate account servicing for complex client relationships.

The role supports Trust Advisors and Estate Settlement Administrators, ensuring accurate documentation, fee setup, and timely client communications. A college degree plus 5+ years in financial services is preferred, with strong analytical and communication skills.

Qualifications

• 5+ years of experience in financial servicing or related field.
• Excellent oral and written communication skills.
• Knowledge of fiduciary, estate, guardian and advisory services.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, 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

Trust servicing

Client relations

PeopleSoft

Education

College/University degree

Tools

PeopleSoft

Job description

Northern Trust in the United States seeks an experienced trust professional to coordinate fiduciary and estate account servicing for complex client relationships.

The role supports Trust Advisors and Estate Settlement Administrators, ensuring accurate documentation, fee setup, and timely client communications. A college degree plus 5+ years in financial services is preferred, with strong analytical and communication skills.