Investment Associate — Client & Portfolio Support

CFA Institute; Naples (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

Northern Trust is seeking a cooperative and detail-oriented professional to support client relationships in wealth management and asset services. You will prepare materials for client reviews, set up files, and coordinate with portfolio managers and the tax team.

Strong analytical and communication skills are essential for daily client interactions. The role emphasizes collaboration with Investment Advisors, adherence to guidelines, and proactive contribution in client meetings using the GDWM

Qualifications

• 1-3 years of experience in financial services.
• Knowledge of investment products and terminology.
• Ability to analyze and solve client or administrative problems.

Responsibilities

• Prepare materials for client reviews from various systems.
• Set up files for existing or new clients and manage documentation.
• Process client cash transfers and initiate transactions.
• Support Investment Advisors in client meetings.
• Communicate with clients and portfolio managers on requests.
• Assist with tax cost issues and fee reviews.

Skills

Strong analytical skills

Communication skills

Organizational skills

Education

CFA/ CFP coursework

Tools

GDWM tool

Job description

Northern Trust is seeking a cooperative and detail-oriented professional to support client relationships in wealth management and asset services. You will prepare materials for client reviews, set up files, and coordinate with portfolio managers and the tax team.

Strong analytical and communication skills are essential for daily client interactions. The role emphasizes collaboration with Investment Advisors, adherence to guidelines, and proactive contribution in client meetings using the GDWM