Wealth Management Client Associate II
015 northern trust securitiesTempe, AZ
Wealth Management Client Associate II
015 northern trust securitiesTempe, AZ
yesterday
Occupations
Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksFinancial Clerks, All OtherIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Northern Trust is in search of a client services professional to support brokerage and wealth management activities. You will handle account openings, maintenance, and trade execution while assisting Financial Advisors in aligning client objectives with risk tolerance and market conditions.
Strong communication, organizational skills, and knowledge of investment products are essential. You will collaborate with internal partners and maintain accurate client records in our CRM system.
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JOB OVERVIEW
Experience level
Mid
Location
Tempe, AZ
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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