About 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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