Investment Operations & Client Services Specialist

001 The Northern Trust Company; Minneapolis (MN); On-site; USD 70,000 - 120,000; Full time

Job summary

The Northern Trust Company is hiring for an Investment Operations Associate in Minneapolis. You will prepare materials for client meetings, retrieve reports from core systems, and set up client files with documentation and transactions.

Ideal candidates have 1–3 years in financial services, and coursework toward CFA/CFP is encouraged. You will collaborate with Investment Advisors and ensure timely processing of client requests and trades.

Qualifications

• Knowledge of investment products, services, and terminology.
• Strong analytical, organizational, and communication skills.
• Coursework toward CFA or CFP designation.
• Expanded conceptual knowledge in own job discipline.
• Understands key business drivers and applies them to work.
• Explains complex information clearly to others.
• 1–3 years of experience within the financial services industry.

Responsibilities

• Prepare portfolio materials for client account review meetings.
• Retrieve reports for portfolio managers or clients from core systems.
• Set up files with account documentation for existing or new clients.
• Process client requests and communicate with portfolio managers.
• Coordinate with partners on client relationships and portfolios.
• Assist Investment Advisors and respond to client inquiries and transactions.
• Oversee tax cost adjustments and discrepancies with tax area.

Skills

Strong analytical skills

Organizational skills

Communication skills

Attention to detail

Client servicing

Education

Bachelor's degree in finance or equivalent

Tools

GDWM tool

EDS system

PIMS system

IMS system

PAS system

Job description

The Northern Trust Company is hiring for an Investment Operations Associate in Minneapolis. You will prepare materials for client meetings, retrieve reports from core systems, and set up client files with documentation and transactions.

Ideal candidates have 1–3 years in financial services, and coursework toward CFA/CFP is encouraged. You will collaborate with Investment Advisors and ensure timely processing of client requests and trades.