Investment Relationship Associate — Institutional Clients

Northern Trust Corp.; Chicago (IL); On-site; USD 74,000 - 126,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Discretionary bonus program

Job summary

Northern Trust seeks an Associate Relationship Manager to support senior team members in servicing institutional clients within Asset Management. You will coordinate resources, handle client inquiries, and track deliverables across onboarding, mandate changes, restructures, and account requests.

You'll develop knowledge of investment solutions and markets, prepare materials for meetings, and document client activity to support relationships and business opportunities.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or related field.
• 1–2 years of experience in financial services or investment management.
• Foundational knowledge of financial markets, investment products and portfolio management.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and CRM platforms.

Responsibilities

• Support Relationship Managers in servicing institutional client relationships.
• Assist with day-to-day client inquiries, requests, and follow-up activities.
• Coordinate internal resources to resolve routine servicing and issues.
• Track action items and ensure timely completion of deliverables.
• Prepare materials for client meetings, reviews, and due diligence.
• Document client activity and relationship developments.

Skills

Communication skills

CRM platforms

MS Office

Financial markets knowledge

Portfolio management

Education

Bachelor’s degree in Finance/Economics/Accounting/Business Administration

Tools

Microsoft Office

Job description

Northern Trust seeks an Associate Relationship Manager to support senior team members in servicing institutional clients within Asset Management. You will coordinate resources, handle client inquiries, and track deliverables across onboarding, mandate changes, restructures, and account requests.

You'll develop knowledge of investment solutions and markets, prepare materials for meetings, and document client activity to support relationships and business opportunities.