A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
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 MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
