Investment Associate: Client Portfolio Support

001 The Northern Trust Company; San Diego (CA); On-site; USD 73,000 - 109,000; Full time

Benefits offered by this job

Retirement benefits

Health and welfare benefits

Discretionary bonus program

Job summary

The Northern Trust Company is seeking a capable Client Services associate to support portfolio activities, prepare client materials, and assist Portfolio Advisors with asset allocations and performance reviews.

You will interact with clients and internal partners, process transactions, and help ensure accuracy and compliance across client portfolios. Strong attention to detail and initiative are valued in this role.

Qualifications

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

Responsibilities

• Prepares client presentations and ensures all portfolio materials are ready for client meetings.
• Creates custom asset allocations and reviews performance for accuracy.
• Communicates actively with clients and Portfolio Advisors on client requests.
• Obtains information from partners and clients to facilitate service changes or process transactions.
• Handles routine issues independently while engaging the Portfolio Advisor as needed.
• Collaborates with the Client Service team to relay information on client relationships or portfolios.
• Processes client cash requests.
• Analyzes client accounts to identify issues and rebalance portfolios with guidance.

Skills

Attention to detail

Investments interest

Initiative

Diligence

Job description

The Northern Trust Company is seeking a capable Client Services associate to support portfolio activities, prepare client materials, and assist Portfolio Advisors with asset allocations and performance reviews.

You will interact with clients and internal partners, process transactions, and help ensure accuracy and compliance across client portfolios. Strong attention to detail and initiative are valued in this role.