Client Solutions Consultant - Wealth Management
About The Position
The Client Solutions Consultant coordinates assigned client onboarding and transition events across intake, documentation, account opening, funding and asset movement, fee setup, status communication, issue resolution, and service handoff. This client-facing individual contributor role works directly with clients, relationship teams, National Client Support Services onboarding partners, operations, risk and control partners, and subject matter experts to support an organized, transparent, and well-controlled onboarding experience. The consultant applies established practices and developing judgment appropriate to their experience level and may consult with the manager when additional guidance is needed. The role supports onboarding workstreams across Trust, Banking, Brokerage, Funding, AML/KYC, Investment, Fee, Tax Cost, Statement Review, and other specialty teams as applicable. It also contributes to process improvement by identifying recurring questions and gaps and helping develop playbooks, job aids, training materials, and team practices.
Requirements
- Experience in wealth management, client onboarding, trust or banking operations, client servicing, account opening, or related financial services operations.
- Working knowledge of onboarding workflows, documentation requirements, operational processes, or client servicing standards.
- Ability to manage multiple assigned activities and priorities while maintaining accuracy, responsiveness, and appropriate risk awareness.
- Ability to communicate directly with clients and collaborate across relationship, onboarding, operations, and subject matter expert teams to follow work through to completion.
- Strong written and verbal communication skills, including the ability to provide clear status updates and communicate requirements in a practical manner.
- Proficiency with workflow tools, case management systems, Microsoft Office applications, and shared tracking mechanisms.
- Strong attention to detail, organization, follow-through, problem solving, and judgment regarding when to seek guidance or escalate.
Nice To Haves
- Knowledge of IJNT, Partner Workstation, BPM, SmartIQ, account documentation, funding, account coding, statement review, or documentation imaging processes.
- Experience coordinating client onboarding, account opening, funding, asset transfer, or service implementation activities.
- Familiarity with Trust, Banking, Brokerage, ACAT/DTC transfers, tax cost tracking, AML/KYC requirements, fees, or investment-related onboarding dependencies.
- Experience maintaining milestone trackers, preparing status updates, documenting action items, or coordinating across multiple teams.
- Exposure to risk, control, audit, quality review, training, or process improvement activities.
Responsibilities
- Coordinate assigned onboarding and transition events from intake through completion, maintaining clear status, follow-up, and next steps.
- Communicate directly with clients and relationship teams to understand onboarding requirements, coordinate information and documentation needs, and facilitate progress.
- Coordinate assigned onboarding workstreams across Trust, Banking, Brokerage, Funding, AML/KYC, Investment, Fee, Tax Cost, Statement Review, and other specialty teams as applicable.
- Review intake submissions and supporting documentation for completeness and consistency and follow up on missing or unclear information.
- Maintain accurate milestone and status tracking, including open items, owner assignments, target dates, dependencies, and completion progress.
- Monitor assigned activities for potential delays or risks, follow up within established practices, and consult with a manager or subject matter expert when additional guidance is needed.
- Coordinate assigned account funding and asset transfer activities, including ACAT, DTC, non-ACAT, cash funding, prior custodian follow-up, settlement timing, and outstanding asset items.
- Participate in onboarding review meetings, pipeline discussions, and recurring status checkpoints; prepare updates and document decisions, actions, and follow-up items.
- Coordinate with internal partners to facilitate accurate account setup, coding, fee setup, documentation imaging, funding, and readiness for service handoff.
- Apply and continue to build knowledge of products, onboarding requirements, operational handoffs, and risk and control expectations across the client transition process.
- Identify recurring questions, process gaps, and improvement opportunities and contribute to playbooks, job aids, training materials, and team practices.
Benefits
- Retirement benefits, including 401(k) and pension
- Medical, dental, and vision benefits
- Spending accounts and disability benefits
- Paid time off
- Parental and caregiver leave
- Life and accident insurance
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
