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Investment Associate: Client Wealth & Portfolio
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-29
Listing for:
Northern Trust
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Northern Trust in the United States is seeking a Client Service oriented professional to support client presentations, portfolio analysis, and service requests. You will coordinate with Portfolio Advisors and the Client Service team to ensure timely execution of trades and accurate client communications.
Responsibilities include processing cash requests, reviewing investment guidelines, and maintaining client documentation, with a focus on accuracy and proactive problem-solving in a fast-paced
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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