Sr. Client Solutions Consultant - Wealth Management

Northern Trust•Chicago, IL

5d•$103,000 - $175,200

About The Position

The Senior Client Solutions Consultant is the client-facing coordination owner for complex client onboarding and transition events. The role coordinates intake, documentation, account opening, funding and asset movement, fee setup, status communication, issue resolution, and final handoff. It works with clients, front office teams, onboarding partners, funding teams, operations, risk and control partners, and subject matter experts to deliver a transparent, consistent, and controlled onboarding experience from intake through completion. This is an individual-contributor subject matter expert role in National Client Support Services / Wealth Management Operations and reports to the Onboarding Manager or a designated Wealth Management Operations leader.

Requirements

Experience in wealth management, client onboarding, trust or banking operations, client servicing, account opening, or related financial services operations.
Strong understanding of onboarding workflows, documentation requirements, operational handoffs, and client servicing standards.
Ability to lead multiple complex, cross-product onboarding events simultaneously while maintaining accuracy, urgency, and risk awareness.
Demonstrated ability to coordinate across front office, middle office, back office, and subject matter expert teams.
Strong written and verbal communication skills, including the ability to provide clear status updates and explain complex requirements practically.
Proficiency with workflow tools, case management systems, Microsoft Office applications, and shared tracking mechanisms.
Strong attention to detail, follow-through, and judgment, with the ability to identify when escalation is required.
Authorization to work in the U.S. without employment-based visa sponsorship now or in the future.

Nice To Haves

Knowledge of IJNT, Partner Workstation, BPM, SmartIQ, account documentation, funding, account coding, statement review, and documentation imaging processes.
Experience supporting high-value, sensitive, cross-product, or complex client onboarding events.
Familiarity with Trust, Banking, Brokerage, ACAT/DTC transfers, tax cost tracking, AML/KYC requirements, fees, and investment-related onboarding dependencies.
Experience facilitating cross-functional meetings, maintaining milestone trackers, and preparing executive-ready status updates.
Exposure to risk, control, audit, quality review, or process improvement initiatives.

Responsibilities

Own coordination of assigned complex onboarding and transition events from intake through completion, serving as a clear point of contact for status and follow-up.
Engage with clients and relationship teams to understand onboarding requirements, coordinate information and documentation, and facilitate progress.
Assess client, account, product, documentation, funding, fee, tax cost, and risk considerations to identify workstreams and required subject matter experts.
Coordinate product-specific onboarding across Trust, Banking, Brokerage, Funding, AML/KYC, Investment, Fee, Tax Cost, Statement Review, and other specialty teams.
Monitor milestones, identify potential delays, and proactively escalate issues affecting client experience, timelines, or operational readiness.
Partner with relationship teams to clarify requirements, reduce duplicate requests, and support clear client communication when appropriate.
Track funding and asset transfers, including ACAT, DTC, non-ACAT, cash funding, prior-custodian follow-up, settlement timing, and outstanding asset issues.
Review documentation and intake submissions for completeness and consistency to help prevent Not In Good Order items, rework, and avoidable delays.
Facilitate onboarding review meetings, pipeline discussions, and recurring status checkpoints with relevant business, operations, and support teams.
Maintain stakeholder status reporting, including open items, owners, target dates, escalations, and completion readiness.
Confirm account opening, coding, funding, fee setup, and service handoff are complete before closing a transition event.
Document lessons learned, recurring issues, process gaps, and improvement opportunities to support playbook updates, training, and operating model improvements.