Wealth Management
– Investment Associate
Wealth Management
– Investment Associate
– Century City, CA.
Wealth Management Investment Associates are responsible for supporting Investment Portfolio Managers by servicing client investment portfolios.
Work focused around; general investment account support, report preparation, responding to client inquiries and assisting in development of client presentations.
Major Duties
Assists Portfolio Managers with tasks related to the management of client investment portfolios.
Ensures that presentation materials are prepared for account review meetings with clients.
Prepares reports for Portfolio Managers or clients as requested.
Follows-up with clients on inquiries via telephone or written correspondence.
Processes client cash transfer requests.
Determines if funds are available in the investment account.
Works with Portfolio Managers to liquidate investments to raise cash if needed.
Reviews and analyzes fee worksheets to ensure that fees are calculated appropriately.
Communicates with clients and Portfolio Managers on client requests.
Interacts with partners on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio.
Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues.
Qualification
1+ years of investment or personal trust client servicing experience.
Knowledge of investment products, services, and terminology, usually obtained through on the job training, are needed to prepare material for client meetings.
Analytical and organizational skills are needed to meet meeting deadlines and solve client or administrative problems.
Personal computer and system application skills are needed to prepare presentation materials and to create custom spreadsheets/models.
My Profile
Create and manage profiles for future opportunities.
Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.
Equal Employment Opportunity Statements
APAC/India EEO Statement Canada EEO Statement EMEA EEO Statement USA EEO Statement