Senior Investment Operations & Client Support

Northern Trust; Tampa (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Northern Trust in Tampa, FL, seeks a results‑driven associate to support investment and wealth management activities. You will prepare materials for client meetings, retrieve and organize reports, and ensure accurate documentation for new and existing clients.

With 1–3 years in financial services, you will analyze data, communicate clearly with clients and advisors, and aid in transaction processing. A CFA/CFP coursework path is encouraged to advance within the organization.

Qualifications

• 1-3 years of experience in financial services.
• Coursework toward CFA or CFP designation.
• Ability to explain complex information in straightforward terms.

Responsibilities

• Prepare materials for client meetings and retrieve reports from required systems.
• Set up client files and ensure accurate account documentation.
• Process client requests including cash transfers and trades by deadlines.
• Communicate with clients and Investment Advisors to support relationships.
• Assist in researching discrepancies with tax and cost issues.

Skills

Analytical skills

Organizational skills

Communication skills

Education

CFA/CFP coursework

Tools

GDWM tool

Job description

Northern Trust in Tampa, FL, seeks a results‑driven associate to support investment and wealth management activities. You will prepare materials for client meetings, retrieve and organize reports, and ensure accurate documentation for new and existing clients.

With 1–3 years in financial services, you will analyze data, communicate clearly with clients and advisors, and aid in transaction processing. A CFA/CFP coursework path is encouraged to advance within the organization.