Intl Relationship Associate

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

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 clients 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.

Looking for greater?

You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we've been named one of the world's most admired companies.

Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, 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. Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, color, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, color, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, color, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.

EEO Know Your Rights (U.S.)