Global Relationship Associate — Client & KYC (Bilingual Spanish)

001 The Northern Trust Company; Houston (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

Northern Trust is seeking a highly organized professional to support Relationship Management and client servicing in a banking environment. You will handle account administration, client communications, and ensure compliance with KYC/AML procedures while coordinating with back office teams.

Proficiency in Spanish, strong written and verbal skills, and a solid knowledge of banking products are essential for success in this role.

Qualifications

• 5+ years’ experience in financial servicing with client servicing background.
• Knowledge of banking products and services.
• Fluent Spanish and strong communication skills.

Responsibilities

• Assists Relationship Manager with internal administration of accounts, business development and client presentations for Banking.
• Clarifies client needs and communicates to Lead RM, gathering information for service changes or transactions.
• Familiar with KYC and Enhanced Due Diligence, updates KYC/CRF as applicable.
• Develops understanding of Northern’s inbound wealth certification process.
• Maintains client communication regarding account setup, status, documents, or other information.
• Coordinates with back office on deposit transactions and daily client activity, including account openings and exception handling.
• Submits complete new accounts/prospects packages to AML for review.

Skills

Banking products

Client servicing

MS Office

Spanish language

Job description

Northern Trust is seeking a highly organized professional to support Relationship Management and client servicing in a banking environment. You will handle account administration, client communications, and ensure compliance with KYC/AML procedures while coordinating with back office teams.

Proficiency in Spanish, strong written and verbal skills, and a solid knowledge of banking products are essential for success in this role.