Investment Associate, Client Portfolio Support

Financeroles; San Diego (CA); Sur place; USD 73 000 - 109 000; Plein temps

Avantages offerts par ce poste

Retirement benefits

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Résumé du poste

Northern Trust is seeking a Client Service professional in San Diego, CA, to support client portfolios and investment services. The role involves preparing presentations, coordinating asset allocations, and ensuring accurate, timely client communications.

The successful candidate will handle cash requests, trade submissions, and document maintenance while working closely with Portfolio Advisors to meet client needs.

Qualifications

• 1+ year relevant work experience
• Demonstrated interest in investments
• Initiative, diligence and attention to detail; manages priorities well

Responsabilités

• Prepares client presentations and ensures all portfolio materials are ready for client meetings. Creates custom asset allocations and reviews performance for accuracy.
• Communicates with clients and Portfolio Advisors on requests; obtains information to facilitate service changes or transactions.
• Collaborates with the Client Service team to relay information on client relationships and portfolios.
• Processes client cash requests and submits trades for approval by the Portfolio Advisor.
• Analyzes client accounts against investment guidelines to identify issues and rebalances portfolios.
• Maintains client investment objective letters and ensures documents are up to date.

Connaissances

Investment interest

Attention to detail

Prioritization

Description du poste

Northern Trust is seeking a Client Service professional in San Diego, CA, to support client portfolios and investment services. The role involves preparing presentations, coordinating asset allocations, and ensuring accurate, timely client communications.

The successful candidate will handle cash requests, trade submissions, and document maintenance while working closely with Portfolio Advisors to meet client needs.