Senior Investment Associate — Client-Focused Wealth Ops

Northern Trust Corp; Minneapolis, Northern (MN, KY); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Retirement benefits

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Other voluntary and well-being benef

Job summary

Northern Trust Corp in Minneapolis seeks a client services professional to support portfolio managers and clients, preparing materials for reviews and handling account documentation.

You will retrieve reports from systems, handle cash transfers and fund trades, and communicate with clients and portfolio managers to ensure timely responses. The role emphasizes strong analytical and organizational skills with potential involvement in client meetings and adherence to investment guidelines.

Qualifications

• Strong analytical, organizational, and communication skills.
• 1-3 years of experience in financial services.
• Knowledge of investment products and terminology.
• Pursuing CFA or CFP designation.

Responsibilities

• Prepares portfolio materials for client reviews.
• Retrieves reports for portfolio managers and clients.
• Sets up files with account documentation.
• Processes client cash transfers and fund trades.
• Communicates with clients and portfolio managers.
• Supports Investment Advisors and participates in client meetings.
• Ensures compliance with guidelines and risk management practices.

Skills

Analytical skills

Organizational skills

Communication skills

Education

CFA/ CFP coursework in progress

Job description

Northern Trust Corp in Minneapolis seeks a client services professional to support portfolio managers and clients, preparing materials for reviews and handling account documentation.

You will retrieve reports from systems, handle cash transfers and fund trades, and communicate with clients and portfolio managers to ensure timely responses. The role emphasizes strong analytical and organizational skills with potential involvement in client meetings and adherence to investment guidelines.