Northern Trust is seeking a client service professional with 1–3 years in financial services to support investment client relationships. You will prepare portfolio materials, retrieve system reports, and coordinate documentation for clients and portfolio managers.
You will handle cash transfers, fund trades, and fee analyses while maintaining adherence to guidelines and risk controls. CFA/CFP coursework encouraged.
#J-18808-LjbffrPortfolio Operations Specialist — Investment Solutions in scottsdale at Unknown Company
This position is listed as full time and onsite.