Sr. Account Manager, Trust and Financial Services Expert

22 hours ago


Miami, Florida, United States Northern Trust Full time
About the Role

Northern Trust is a leading financial institution seeking an experienced Sr. Account Manager to join our team.

The successful candidate will be responsible for maintaining client relationships, coordinating account administration, and providing exceptional customer service.

Key Responsibilities
  • Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
  • Develop and maintain working knowledge of governing documents and account agreements.
  • Resolve client issues and communicate with clients regularly to inform them of account set-up or status, document requests, or other information.
  • Engage the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
Requirements
  • Prior experience in financial servicing or related field.
  • Excellent oral and written communication skills.
  • In-depth functional/industry knowledge of personal trust, estate, guardian, and advisory services and products.
  • Knowledge of internal bank trust functions.
  • Analytical, problem-solving, and organizational skills.

Northern Trust is a global financial institution with a commitment to innovation, expertise, and integrity. We offer a collaborative and flexible work environment, with opportunities for growth and development.



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