Investment Operations & Client Services Associate

ntrs; Tampa (FL); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Northern Trust, a global leader in wealth management and asset services, is seeking a driven professional to support portfolio activities and client interactions. The role involves preparing materials for client reviews, organizing account documentation, and coordinating with Investment Advisors to meet client requests.

Ideal candidates have 1–3 years in financial services, strong analytical abilities, and solid communication skills.

Qualifikationen

• 1–3 years of experience in financial services.
• Strong analytical, organizational and communication skills to meet deadlines and solve client issues.

Aufgaben

• Prepare portfolio materials for client meetings and retrieve reports.
• Set up files with account documentation for existing or new clients.
• Respond to client inquiries and initiate transactions.
• Process fund trades and review fee worksheets to ensure accuracy.

Kenntnisse

Investment concepts

Analytical skills

Communication skills

Ausbildung

CFA/CFP designation coursework

Tools

GDWM tool

Jobbeschreibung

Northern Trust, a global leader in wealth management and asset services, is seeking a driven professional to support portfolio activities and client interactions. The role involves preparing materials for client reviews, organizing account documentation, and coordinating with Investment Advisors to meet client requests.

Ideal candidates have 1–3 years in financial services, strong analytical abilities, and solid communication skills.