Intl Relationship Associate

ntrs; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Northern Trust is seeking a skilled professional to support Relationship Managers in Houston, handling account administration, client communications, and service requests. You will ensure KYC/CRF accuracy and contribute to the inbound wealth certification workflow while coordinating with back office on daily activities and client needs.

Ideal candidates have 5+ years in financial services, strong communication skills, and fluency in Spanish, with proficiency in MS Office to prepare client

Qualifications

• Knowledge of banking products and services is required.
• Excellent verbal and written skills.
• Languages - Fluent Spanish required.
• Highly proficient in Microsoft Office (Outlook, Excel, Word, PowerPoint).

Responsibilities

• Assists Relationship Manager with internal administration of accounts, business development, and client presentations for Banking.
• Communicates client needs to Lead RM and facilitates service changes or transactions.
• Updates KYC/CRF per procedures and understands the Inbound Wealth certification process.
• Maintains regular client communication on account setup, status, or requests.
• Coordinates with back office on deposit processing and daily client transaction activity.

Skills

Banking knowledge

Client servicing

MS Office

Spanish language

Tools

Microsoft Office

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Major Duties

• Assists Relationship Manager with the internal administration of accounts, business development and client presentations for Banking
• Develops a clear understanding of the client's need behind service requests and communicates to Lead RM. Obtains appropriate information from partners and clients to facilitate service changes or transactions
• Well versed with Northern's KYC and Enhanced Due Diligence procedures and updates the KYC/CRF when applicable
• Develops an in depth understanding of Northern's "Inbound Wealth" certification process
• Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information
• Coordinates with the back office (CSST) on deposit related transaction processing and to execute daily client transaction activity including account opening, exception clearing, overdrafts, fees; handles inquiry resolution; obtains appropriate documentation necessary for bank account openings, monitoring and file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners
• Completes and submits complete package of new accounts / prospects to AML for review

Knowledge

• Knowledge of banking products and services is required
• Flexibility, to accommodate the needs of a client or a situation at hand
• Excellent verbal and written skills
• Highly proficient in Microsoft office (Outlook, Excel, World, Power Point, etc.)
• Languages - Fluent Spanish required
• Requires conceptual knowledge of theories, practices and procedures within a job discipline

Experience

• 5+ years' experience, or equivalent, in financial servicing field with client servicing background

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail] , or alternatively you can discuss your individual requirements with the recruiter you are working with.