Intl Relationship Associate
Houston, TX - USA
Job Summary
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 worlds 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 24000 partners we serve the worlds 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 Northerns KYC and Enhanced Due Diligence procedures and updates the KYC/CRF when applicable
Develops an in depth understanding of Northerns 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 Trusts 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 or alternatively you can discuss your individual requirements with the recruiter you are working with.
Required Experience:
IC
About Company
Guided by founding principles of service, expertise and integrity, our experts help the world’s most successful individuals, families and institutions achieve their goals.