Investment Operations & Client Services Associate

Northern Trust; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Northern Trust is looking for an Investment Associate in Atlanta, Georgia. This role involves handling all administrative aspects of client portfolios, including document management and client communications. The ideal candidate will possess strong analytical and organizational skills, and have experience in the financial services industry.

Candidates must be authorized to work in the U.S. without visa sponsorship. Northern Trust values inclusivity and provides necessary accommodations to individuals with disabilities.

Qualifications

• 1–3 years of experience in financial services.
• Knowledge of investment products and terminology.
• Ability to explain complex information simply.

Responsibilities

• Prepare portfolio materials for client review meetings.
• Order reports and set up client account files.
• Communicate with clients regarding requests.

Skills

Analytical skills

Organizational skills

Communication skills

Job description

Northern Trust is looking for an Investment Associate in Atlanta, Georgia. This role involves handling all administrative aspects of client portfolios, including document management and client communications. The ideal candidate will possess strong analytical and organizational skills, and have experience in the financial services industry.

Candidates must be authorized to work in the U.S. without visa sponsorship. Northern Trust values inclusivity and provides necessary accommodations to individuals with disabilities.