Investment Associate, Client-Driven Wealth Management

001 The Northern Trust Company; Tampa (FL); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Northern Trust is seeking a team-oriented professional to support investment advisory services in client meetings, documentation setup, and reporting. You will interact with portfolio managers and clients, ensuring timely delivery of materials and accurate account actions.

Ideal candidates have 1–3 years in financial services, familiarity with investment terminology, and coursework towards CFA/ CFP. This role emphasizes accuracy, communication, and proactive problem solving within a

Qualifikationen

• Knowledge of investment products, services, and terminology.
• Strong analytical, organizational, and communication skills.
• Coursework toward CFA or CFP designation.
• Expanded conceptual knowledge in own job discipline.
• Understands key business drivers; uses this understanding to accomplish own work.
• Explains complex information to others in straightforward situations.

Aufgaben

• Prepares portfolio materials for client review meetings.
• Sets up files with account documentation for existing or new clients.
• Orders reports for portfolio managers or clients as requested.
• Communicates with clients and portfolio managers on client requests.
• Interacts with partners administratively on a daily basis regarding client relationships or portfolios.
• Researches discrepancies with tax cost issues and oversees adjustments on client accounts.

Kenntnisse

Analytical skills

Organizational skills

Communication skills

Ausbildung

CFA/CFP coursework

Tools

GDWM tool

Jobbeschreibung

Northern Trust is seeking a team-oriented professional to support investment advisory services in client meetings, documentation setup, and reporting. You will interact with portfolio managers and clients, ensuring timely delivery of materials and accurate account actions.

Ideal candidates have 1–3 years in financial services, familiarity with investment terminology, and coursework towards CFA/ CFP. This role emphasizes accuracy, communication, and proactive problem solving within a