Wealth & Trust Client Services Lead

Quest Oracle Community; Miami, Northern (FL, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Northern Trust is seeking a skilled trust operations professional in the United States to coordinate and manage fiduciary and custody accounts for complex client relationships. The role emphasizes service, accuracy, and regulatory compliance within a collaborative team environment.

Ideal candidates will have 5+ years in financial servicing, a bachelor’s degree, and strong communication skills. The position requires knowledge of trust, estate, and advisory services, with proven experience using

Qualifications

• Excellent verbal and written communication is required.
• In-depth knowledge of personal trust, estate, guardian and advisory services.
• Technical skills with bank systems such as PeopleSoft.

Responsibilities

• Coordinate account administration for fiduciary and custody accounts.
• Maintain knowledge of governing documents and account agreements.
• Assist with client servicing events and communications with clients.
• Support Trust Advisors and related roles in account opening, fee setup and reviews.
• Serve as a mentor and subject-matter expert to junior staff.

Skills

Communication skills

Trust knowledge

Analytical thinking

Technical skills (Peoplesoft)

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a skilled trust operations professional in the United States to coordinate and manage fiduciary and custody accounts for complex client relationships. The role emphasizes service, accuracy, and regulatory compliance within a collaborative team environment.

Ideal candidates will have 5+ years in financial servicing, a bachelor’s degree, and strong communication skills. The position requires knowledge of trust, estate, and advisory services, with proven experience using