Investment Associate: Client-Focused Portfolio
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-08-28
Listing for:
Northern Trust Corp
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Northern Trust is seeking a Client Service professional in the United States (Coral Gables, FL vicinity) to support wealth management clients and Portfolio Advisors. You will prepare client materials, assist with trades, and ensure proper documentation and timely responses for client inquiries.
The role emphasizes accuracy, collaboration with the Client Service team, and adherence to internal guidelines to maintain a high standard of client service and operational efficiency.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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