Top 5 Wealth management client associate Jobs in Jacksonville Fl

Associate, Wealth Strategist
Northern Trust Corp. —Jacksonville, FL
- Full-time
- Research
- Office
- US work authorization
- On-the-job training
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Ponte Vedra Beach, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Wealth Management Client Associate
Bank of America —Ponte Vedra Beach, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Associate
Equitable Advisors —Jacksonville, FL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance

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Junior Financial Consultant
Apis Financial Planning —Jacksonville, FL
This entry-level role offers an exciting opportunity to develop expertise in financial planning, investment management, and client advisory services.
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Associate, Wealth Strategist

Northern Trust Corp. -
Jacksonville, FL

Apply Now

Job Details

Full-time

Benefits

On-the-job training

Qualifications

Research
Computer skills

Full Job Description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major Duties :1. Responds to personal financial planning client
inquiries for account information or initiates transactions
requested by the client. Follows up with the client via
the telephone or through written correspondence.

2. Researches and prepares materials (i.e. estate
agreements, marketing updates) for client meetings
and presentations.

3. Sets up files on new account documentation
for existing clients or new business prospects.

4. Makes necessary arrangements for client meetings
involving travel, audio-visual aides, lunch/dinner
reservations, etc.

5. Utilizes the computer to compile reports for client
meetings and presentations.

6. Submits account documents to the legal area
and external attorneys to obtain missing information,
correct documents, clarify information, and resolve
problem situations.

7. Performs special projects (i.e. coordinating reports,
preparing account analysis and workflow reports) that
require responding to specific account inquiries and
issues.

8. Communicates with partner areas on all aspects
of a client relationship and initiates activity which fulfills
a partner''s or client''s needs.

9. Attends meetings and classes to keep abreast
of personal financial planning products and services.

Knowledge :Knowledge of personal financial planning
products and services usually acquired through
on the job training is required to perform client
inquiries. Knowledge of a variety of bank computer
applications (E-Mail, trust system, Focus) usually
acquired through on the job training is required
to compile reports. Organizational and personal
computer skills are necessary to prepare
materials for client meetings and presentations.

Experience :1-3 years of related client servicing experience.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Apply Now

Refine Your Search

wealth management client associate jobs in jacksonville fl

Associate, Wealth Strategist

Private Wealth Management Registered Client Service Associate

Wealth Management Client Associate

Wealth Management Associate

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