126 matching jobs for “Private Wealth Client Associate”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

Northern Trust

Associate Consultant, Total Portfolio Solution

Limerick, Munster, Ireland

Under general supervision, the Associate Consultant supported by a team of Client Solutions partners will be responsible for investment data …

Added Oct 29, 2026

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State Street

Financial Reporting, Senior Associate

Toronto, Ontario

Full time

Pay posted by employer$51,000–$84,000

… that drive financial statement disclosures and other regulatory filings. As a Financial Reporting Senior Associate you will work with team members to produce and/or review client monthly, quarterly, semi-annual and annual …

Added Oct 27, 2026

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State Street

Registration Services, Senior Associate

Toronto, Ontario 2 postings

Full time

Pay posted by employer$51,000–$84,000

… day one is a challenge you are up for. What you will be responsible for As Registration Services Senior Associate, you will: Responsible for managing fund of funds trade document management process, audit support and …

Added Oct 29, 2026

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State Street

Investor Services – Associate 2

Singapore, Singapore

Full time

… bank instructions and internal approval requirements. · Respond promptly and professionally to investor and client enquiries, escalating exceptions, missing information and time-sensitive matters to the supervisor or …

Added Oct 28, 2026

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Marsh & McLennan

Associate Director - Risk Consulting

Pune - Business Bay

Company: Marsh Description: Job Profile: Associate Director, Cyber Risk Consulting, Marsh Location: Pune MMC Business Unit: Marsh MMC Office Name: Marsh …

Added Oct 27, 2026

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Prudential Financial

PGIM | Intern, Real Estate Private Equity Portfolio Management (all genders) as of Q1 2027, Based in Frankfurt

Frankfurt, Germany

… Portfolio Management team, you will gain hands-on exposure to the management of institutional real estate private equity funds and portfolios across multiple countries and property sectors. Working closely with …

Added Oct 27, 2026

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State Street

Custody Services, Associate 2

Bengaluru, India +1 location 2 postings

Full time

of Client Service team is to work on time critical incoming inquiries across functional TS teams. Client Service team …

Added Oct 30, 2026

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Prudential Financial

PGIM Product | Associate, Product Data & Analytics

London, England, United Kingdom

The Associate serves as a subject matter resource for product data and reporting processes, helping ensure the accuracy, …

Added Oct 27, 2026

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State Street

Bank Loans - Senior Associate

Quincy, Massachusetts, United States

Full time

Pay posted by employer$52,000–$94,120

… recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, GD tools help our clients make better investment choices and act on growth …

Added Oct 27, 2026

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State Street

Financial Reporting, Senior Associate

Toronto, Ontario

Full time

Pay posted by employer$51,000–$84,000

… recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGD’ tools help our clients make better investment choices and act on growth …

Added Oct 27, 2026

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BlackRock

Sales / Business Development (German speaking), Associate

BU3-Budapest-GTC White House, Vaci ut 47, District XIII, Budapest

Full time
Regular

Business Unit Overview EMEA Wealth Advisory is a key client business within BlackRock, responsible for the distribution of BlackRock's …

Added Oct 27, 2026

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Prudential Financial

PGIM - Associate, North American Distribution

Newark, New Jersey, United States

Pay posted by employer$95,000–$130,000

As an Associate on the North American Distribution team, you’ll serve as a key partner to senior sales professionals, …

Added Oct 30, 2026

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Bank of America

Commercial Associate - Commercial Real Estate Team

Dallas

… our Global Commercial Banking Team! Bank of America's Commercial Real Estate Team is seeking a Commercial Associate to join our team. Bank of America is one of the largest providers of construction, development, and …

Added Oct 27, 2026

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Bank of America

Commercial Associate - Global Commercial Bank - Middle Market

Miami, Florida, United States

… needs. Global Commercial Banking is the Middle Market segment of Bank of America – serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior …

Added Oct 27, 2026

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State Street

Alternative Ops Transfer Agency, Senior Associate

Toronto, Ontario

Full time

Pay posted by employer$51,000–$84,000

… of the team and all associated HR Policies, performance and career developments. Building and maintaining client relationships through regular meetings, forums, ensuring effective communication and client satisfaction …

Added Oct 27, 2026

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State Street

Investment Performance Analysis, Associate 1

Hangzhou, China

Full time

will include: Interpret and codify client-specific IMAs (Investment Management Agreements) and prospectus restrictions. Conduct post-trade investment …

Added Oct 27, 2026

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Morgan Stanley

Investment Banking Division - Industrials - Associate

London, England, United Kingdom

… defences against unsolicited takeover attempts, strategy advisory mandates and executions of public and private equity and debt capital markets transactions. Associates work on assignments which include various types of …

Added Nov 3, 2026

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S&P Global

Associate, Product Consultant, Channels CX

London, England, United Kingdom

Full time

Grade Level (for internal use): 07 S&P Global Market Intelligence The Role: Associate, Product Consultant, Channels CX (2026 Start) The Location: London, UK The Role: A position as a 1st line …

Added Oct 30, 2026

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State Street

Alternative Ops Fund Accounting, Senior Associate

Hangzhou, China

Full time

… of contact for internal teams and external clients and auditors. The candidate will gain exposure to many client relationship management aspects with an excellent opportunity to gain experience in a fast moving financial …

Added Oct 27, 2026

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S&P Global

Senior Sales Associate Director- Lending Solutions

New York City, New York, United States

Full time

Pay posted by employer$136,800–$157,000

… that provides software, data, workflow automation, and managed services for the global loan and private credit markets. Its goal is to help lenders, asset managers, agent banks, CLO managers, and borrowers …

Added Oct 27, 2026

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Northern Trust

Associate Consultant, Total Portfolio Solution

Limerick, Munster, Ireland

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Qualifications · employer excerpt

College or University degree, preferably in Finance, Accounting, Mathematics, Economics or a related field.
Interest in pursuing advanced professional credentials (CFA, CIPM, CAIA, MBA) preferred
Genuine desire and capability to work in a fast-paced, professional, inclusive environment which requires teamwork, well-honed problem-solving skills, frequent re-prioritization, deadline management, ongoing and comprehensive…

About this opportunity

Original employer 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.

Front Office Solutions

Front Office Solutions provides a holistic digital+ service offering for some of the most sophisticated institutional investors across the globe, including foundations, endowments, pension funds, corporations, insurance companies, and sovereign wealth funds. As asset owners engage in more complex, data-driven investment approaches to asset allocation, their operational needs and demands for high quality data have skyrocketed. Front Office Solutions provides a holistic, full-service, multi-asset solution that aims to empower in-house investment teams and support their important mission by providing a more comprehensive set of operational services and analytics including portfolio management, investment decision support, operational risk management, CRM/document management and workflow tools

Job Description

Under general supervision, the Associate Consultant supported by a team of Client Solutions partners will be responsible for investment data management that will provide clients with the holistic data sets they need to fulfil their various stakeholder requirements. The Associate Consultant will assist in researching solutions for data challenges for institutional clients.

The key responsibilities of the role include:

Acts as daily point of contact for operational client queries including accounting and general operational queries.
Acts as point of initial entry for all investment data. Includes entry of (but not limited to):
- Investment transactions
- Investment valuations
- Manager estimates
- Plan income / Expense items
- Plan contributions / Spending withdrawals
- Underlying manager exposure data
- Benchmark data
Supports preparation of investment reconciliations including cash, positions, performance, transactions, alternative investment metrics (unfunded commitment, etc.).
Responsible for initial review of NAV, allocation and underlying client performance for alternative investments.
Assists in training new FOS partners in the accounting and operational space.
Supports client onboarding including initial client discovery sessions, project planning, setting client expectations and facilitating continuous client updates throughout the onboarding process.
Participates in on-going process improvement discussions
Ability to work closely and collaborate with internal stakeholders.

Required Knowledge & Skills:

Experience working with complex asset owners in one or more of the following fields:
- Performance measurement (attribution, liquidity, and exposures)
- Alternative asset or private equity operations
- Investment operations (fund or investment accounting)
Knowledge of the investment industry, including markets and instruments.
Basic investment concepts knowledge: IRR, time-weighted return, NAVs, accruals, etc.
Proficient in use of Microsoft suite of applications
Ability to prioritize, multi-task, and perform effectively under deadlines.

The successful candidate will benefit from having:

Functional /industry knowledge of and experience with complex asset allocators such as endowments, foundations, family offices, institutional asset managers, pension funds or sovereign wealth funds.
Ability to execute on independent tasks and responsibilities.

Qualifications

College or University degree, preferably in Finance, Accounting, Mathematics, Economics or a related field.
Interest in pursuing advanced professional credentials (CFA, CIPM, CAIA, MBA) preferred
Genuine desire and capability to work in a fast-paced, professional, inclusive environment which requires teamwork, well-honed problem-solving skills, frequent re-prioritization, deadline management, ongoing and comprehensive communication, constant attention to detail, and a commitment to continuous improvement and best practices.

Work Authorization

Applicants must have the right to work in Ireland at the time of application and for the duration of employment.

Please note that Northern Trust is unable to provide employment permit sponsorship for this role. This includes Critical Skills Employment Permits, General Employment Permits, Intra-Company Transfer Employment Permits, Stamp 1G permissions, and other employment permits under Irish immigration frameworks.

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.

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Keywords also found in description

Fund Services

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