Global Relationship Associate — Wealth & Banking

Northern Trust Corp; Houston, Northern (TX, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Northern Trust Corp is a global financial services firm providing wealth management, asset servicing, asset management and banking services. The role supports Relationship Managers in client administration, service requests, and account setup, with a strong emphasis on KYC and compliance.

Fluency in Spanish and solid MS Office skills are required, with 5+ years in client servicing in financial services. The successful candidate will interact with clients and back-office teams to ensure accurate

Qualifications

• 5+ years' experience in financial servicing field with client servicing background.
• Knowledge of banking products and services.
• Fluent Spanish (spoken and written).
• Excellent verbal and written communication skills.

Responsibilities

• Assists Relationship Manager with internal administration of accounts, business development and client presentations for Banking.
• Develops a clear understanding of client needs and communicates to Lead RM; obtains information for service changes or transactions.
• Well versed with Northern's KYC and Enhanced Due Diligence procedures and updates the KYC/CRF when applicable.
• Develops understanding of Northern's inbound wealth certification process.
• Communicates with clients regularly about account setup/status, past due loans, document requests or other information.
• Coordinates with the back office on deposit related transaction processing and to execute daily client transaction activity including account opening, exception clearing, overdrafts, fees; handles inquiry resolution; obtains documentation for openings and file maintenance.
• Completes and submits complete package of new accounts / prospects to AML for review.

Skills

Banking products

Flexibility

Verbal and written communication

Microsoft Office

Spanish

KYC/AML knowledge

Job description

Northern Trust Corp is a global financial services firm providing wealth management, asset servicing, asset management and banking services. The role supports Relationship Managers in client administration, service requests, and account setup, with a strong emphasis on KYC and compliance.

Fluency in Spanish and solid MS Office skills are required, with 5+ years in client servicing in financial services. The successful candidate will interact with clients and back-office teams to ensure accurate