Senior Investment Associate: Client-Focused Investment Support
Northern Trust Corp
A global financial institution in Miami seeks a Senior Investment Associate to support Portfolio Advisors and deliver high-quality services to high-net-worth clients. Responsibilities include preparing client materials, handling compliance tasks, and analyzing investment data. The ideal candidate has strong analytical skills, proficiency in Excel and PowerPoint, and a degree in finance or related fields. This full-time, office-based role emphasizes teamwork and attention to detail in a collaborative environment. #J-18808-Ljbffr Northern Trust Corp
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Associate: Client-Focused Investment Support in Miami, FL vacancy
- A financial services provider located in Miami seeks a Senior Investment Associate to support Portfolio Advisors and client service teams. This position involves preparing client materials, coordinating meeting logistics, and providing operational support. Ideal candidates...SeniorWork at office
- Larch Capital Partners Llc in Miami is seeking a Senior Commercial Associate to support financial advisors and engage with clients directly. This role includes client onboarding, investment recommendations, and maintaining management systems. The ideal candidate should...Senior
- ...world's most sophisticated clients using leading technology and... ...from home. Role Overview Senior Investment Associates are responsible for developing... ...the portfolio manager to focus on their responsibilities.... ...client review meetings, and supporting Senior Investment Advisors....SeniorWork experience placementWork at officeWork from home
- ...world's most sophisticated clients using leading technology and... ...and working from home. Senior Investment Associates are responsible for developing... ...the portfolio manager to focus on their responsibilities.... ...meetings. Works independently to support the investment management...SeniorWork experience placementWork at officeWork from homeFlexible hours
Northern Trust
Miami, FL4 days ago - ...Senior Client Service Associate If you are a collaborative team member, solutions... ...today we are a leader in investment banking, consumer and small... ...reimbursement, mental health support, financial coaching and... ...finances to better define, focus and realize their goals....SeniorWork at office
Chase
Miami, FL4 days ago $260k - $390k
...Direct Counsel is seeking an Investment Funds Associate Attorney to join a highly... ...Wilmington, DE Position Type: Senior Associate (6+ years)... ...real estate sectors Advise clients on commercial real estate... ...in securities law, with a focus on structured offerings ~...SeniorWork at officeRemote workDirect Counsel
Miami, FL3 days ago- ...National Bank of Florida, we invest in our people and the... ...Relationship Manager Senior, you’ll be the primary... ...high-value corporate clients, driving business development... ...existing ones, focusing on strategic guidance,... ...paid holidays. Wellness Support: Access to mental health...SeniorWork at office
$76k - $125.3k
...contact for a wide range of clients and colleagues. This is an opportunity... ...and cross-functional teaming focusing on service delivery for our... ..., you can expect plenty of support designed with your own... ...the confidence to challenge senior colleagues and stakeholders from...SeniorWork experience placementSummer holidayLocal areaFlexible hours$112.6k - $239.8k
...team at Marsh as a Senior Consultant for our... ...operations from a support and administrative... ...assignments for client relationship projects... ...Fire Protection Association (NFPA) Certified Fire... ...mindset with a focus on delivering value... ..., people and investments, and management consulting...SeniorMinimum wageRemote workFlexible hoursMarsh LLC
Miami, FL18 hours ago- Truist is hiring for a role focused on client sales and service in Key Biscayne, Florida. The position requires at least 2 years of related experience and strong interpersonal communication skills. Responsibilities include handling client requests, sales targets, and conducting...Senior
- Coastal Wealth in Miami is looking for an entry-level Financial Advisor to help clients achieve their financial goals. This role involves conducting financial assessments, creating tailored investment plans, and developing strong client relationships. The ideal candidate has...
- ...Horizon in Miami Beach is seeking a Relationship Banker to engage clients and provide personalized financial solutions. The ideal candidate will have experience in sales and client management, focusing on deposit accounts, loans, and referrals. Responsibilities include...
- ...law firm in Miami is seeking a Senior Executive Assistant to... ...administrative and strategic support to the Principal. This role involves... ..., and communicating with key clients. Candidates should possess a... ...a dynamic work environment focused on wellness and work-life balance...Senior
$60k - $85k
...for managing relationships with corporate clients and overseeing internal operations among... ...providing administration and client service support for their individual disability insurance... ..., and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships...SeniorFull timeRemote workMonday to Friday3 days per week$112.5k
...Sr. Direct Private Investment Associate Santander is a global... ...listed securities, with a focus on pre-IPO, growth-... ...advice and transaction support across the full... ...mandates) aligned with client profiles and jurisdictional... ...regular reporting to senior management, including...SeniorHourly payShift work- ...Senior Client Advisor Founded in Florence, Italy, in 1921, Gucci is one of the world's leading... ...into the sphere of store leadership by supporting certain activities related to... ...Provide exceptional client experience, focusing on hospitality and elevation through selling...SeniorFull timeLocal areaRemote workAfternoon shift
- JPMorgan Chase & Co. is seeking an Investment Professional in Miami, Florida, to provide essential support to Investors in U.S. Private Bank client relationships. You will execute trades, create mandates for discretionary accounts, and monitor client interactions. The...
$20 per hour
JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MIAMI DESIGN DISTRICT... ...set forth by the company with a focus on client development and client sales.... ...prospects through networking and outreach. Support operational tasks and projects. Open and...SeniorHourly payFull timeTemporary workCurrently hiringLocal areaFlexible hours- ...Job Description Our client is looking for a Senior Client Partner to bring their deep expertise in the Logistics industry to help shape strategic... ...point for client issues, ensuring timely resolution. Support new business development through proposals, SOWs, and...Senior
HDJ + Associates, Inc.
Miami, FL2 days ago - ...primary advisor for a portfolio of high-value clients. You'll lead relationship strategy, drive... ...tailored financial solutions that support your clients' growth. This role is ideal... ...relationships and deepening existing ones. Your focus will be on delivering strategic financial...Work at office
- ...Job Description Our SelectLeaders client is a private equity real estate investment and operating firm dedicated to... ...producing properties, with an exclusive focus on the dynamic student housing... ...across the portfolio to inspect, support on-site teams, and resolve maintenance...Work at office
Bisnow
Miami, FL3 days ago - ...an enthusiasm for helping our clients, taking care of our employees... ...and inclusion. Using a broad investment product and thought... ...a Private Client Investment Associate in J.P. Morgan Wealth Management... ...marketing and administrative support to Private Client Advisors within...
$10,000 per month
...Senior Talent & Business Solutions Consultant (Accounting & Finance)... ...Full Desk Ownership Control your clients, candidates, and deals Accounting & Finance Focus High-demand, high-margin vertical... ...Financial National brand + operational support Compensation: Built for Top...SeniorTemporary work$225k
...Counsel is seeking an Junior Investment Services Associate Attorney to join a highly... ...multidisciplinary practice advising clients on investment management... ...group work closely with senior attorneys and are given... ...and client communications Support client advisory work on...Work at officeRemote workDirect Counsel
Miami, FL3 days ago- JPMorgan Chase is looking for a Private Client Investment Associate in Miami, Florida, who will support Advisors by providing client service and operational marketing. Key responsibilities include managing account openings, trades, and fostering client relationships. Applicants...
$55k - $70k
...offers a salary between $55,000 and $70,000, along with comprehensive benefits including Paid Time Off, medical insurance, and a 401(k) plan. The ideal candidate will possess strong analytical skills and a knack for building client relationships. #J-18808-Ljbffr SR StaffingSeniorFull time- The Senior Client Advisor has primary responsibility for... ...deliver services in Investment Management, Legacy Planning... ...Client Advisors and Associate Client Advisors.... ...employees are singularly focused on private wealth... ...tuition reimbursement support Comprehensive medical...SeniorTemporary workWork at officeRemote work
- Northern Trust Corp is seeking an International Relationship Sr Associate in Miami, FL. This role supports Lead Relationship Managers with the daily servicing of clients and managing banking accounts. Candidates should have a relevant degree and demonstrated knowledge of...SeniorWork at office
- ...include ownership of a portfolio of existing clients, originating and winning new... ...responsibility to grow their Treasury revenues; focused on finding new opportunities while... ...experience preferred. Proven track record of supporting the growth of client relationships....Local area
$90k - $125k
...our investors, the companies we invest in, and the communities in which... ...management include investment vehicles focused on private equity, real estate,... ...to these firms and their clients and provides ongoing product and advisor support, as well as education and training...Local areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Associate: Client-Focused Investment Support. Be the first to apply!
Related searches
- investment consultant Miami, FL
- investment advisor Miami, FL
- senior development executive Miami, FL
- senior technical manager Miami, FL
- senior manager data science Miami, FL
- senior platform engineer Miami, FL
- senior procurement Miami, FL
- senior director product management Miami, FL
- senior compliance officer Miami, FL
- senior tax director Miami, FL