Wealth & Trust Client Services Manager

The Northern Trust Company; New York (NY); On-site; USD 78,000 - 128,000; Full time

Benefits offered by this job

401k plan

Pension plan

Health benefits

Paid time off

Parental leave

Life and accident insurance

Job summary

Northern Trust is a global leader in wealth management, asset servicing and banking services, seeking a trusted professional in New York to coordinate and oversee complex client relationships and account activity. You will work with Trust Advisors and support teams to ensure accurate setup, timely responses, and compliant servicing across fiduciary, estate and advisory activities.

Ideal candidates bring strong communication and analytical skills, familiarity with trust processes, and the ability

Qualifications

• Excellent oral and written communication skills.
• In-depth knowledge of personal trust, estate and advisory services.
• Technical skills / systems knowledge (e.g. PeopleSoft) required.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship and custody accounts for complex client relationships.
• Resolves 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 and facilitates service changes or transactions with clients and partners.
• Oversees action plans for client servicing events and communicates status to clients.
• Mentors junior staff and serves as a subject matter expert.

Skills

Communication

Analytical skills

PeopleSoft

Trust industry knowledge

Education

College degree

Job description

Northern Trust is a global leader in wealth management, asset servicing and banking services, seeking a trusted professional in New York to coordinate and oversee complex client relationships and account activity. You will work with Trust Advisors and support teams to ensure accurate setup, timely responses, and compliant servicing across fiduciary, estate and advisory activities.

Ideal candidates bring strong communication and analytical skills, familiarity with trust processes, and the ability