Investment Associate: Client Wealth & Portfolio Support

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

Benefits offered by this job

401k & pension

Health benefits

Paid time off

Parental leave

Life & disability insurance

Discretionary bonus

Job summary

Northern Trust in the United States is seeking a Client Service oriented professional to support client presentations, portfolio analysis, and service requests. You will coordinate with Portfolio Advisors and the Client Service team to ensure timely execution of trades and accurate client communications.

Responsibilities include processing cash requests, reviewing investment guidelines, and maintaining client documentation, with a focus on accuracy and proactive problem-solving in a fast-paced

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 portfolio materials are ready for client meetings.
• Communicates with clients and Portfolio Advisors on requests; facilitates service changes or transactions.
• Collaborates with Client Service team to relay information on client relationships and portfolios.
• Processes client cash requests and submits trades for approval.
• Analyzes accounts against investment guidelines and rebalances as needed.
• Maintains and updates investment objective letters with Portfolio Advisors.

Job description

Northern Trust in the United States is seeking a Client Service oriented professional to support client presentations, portfolio analysis, and service requests. You will coordinate with Portfolio Advisors and the Client Service team to ensure timely execution of trades and accurate client communications.

Responsibilities include processing cash requests, reviewing investment guidelines, and maintaining client documentation, with a focus on accuracy and proactive problem-solving in a fast-paced