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Wealth Investment Associate: Client Service & Analytics

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Northern Trust Corp
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A global financial institution is seeking an Investment Associate to support Portfolio Advisors in delivering exceptional client service. Responsibilities include preparing client presentations, overseeing transaction processes, and addressing client inquiries. Ideal candidates will exhibit high attention to detail and possess strong communication skills, along with excellent proficiency in Microsoft Excel. A background in financial services and coursework towards a CFA or CFP designation is advantageous.
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Position Requirements
10+ Years work experience
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