Sr. Client Solutions Consultant - Wealth Management

Northern Trust • Chicago, IL

4d

About The Position

The Senior Client Solutions Consultant is the client-facing coordination owner for complex wealth management client onboarding and transition events. The role brings together intake, documentation, account opening, funding and asset movement, fee setup, status communication, issue resolution, and final handoff in a coordinated process. The consultant works with clients, front office teams, onboarding partners, funding teams, operations, risk and control partners, and subject matter experts to provide a transparent, consistent, and controlled onboarding experience from intake to completion.

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, judgment, and ability to identify when escalation is required.
• Applicants must be authorized 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, providing a clear point of contact for status and follow-up.
• Engage with clients and relationship teams to understand onboarding requirements, coordinate information and documentation needs, and facilitate progress.
• Assess client, account, product, documentation, funding, fee, tax cost, and risk considerations to identify workstreams and subject matter expert involvement.
• Coordinate product-specific onboarding across Trust, Banking, Brokerage, Funding, AML/KYC, Investment, Fee, Tax Cost, Statement Review, and other specialty teams.
• Monitor onboarding milestones, identify potential delays, and escalate issues that could affect client experience, processing 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 prevent incomplete submissions, rework, and avoidable delays.
• Facilitate onboarding review meetings, pipeline discussions, and recurring status checkpoints with applicable 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.

Benefits

• Retirement benefits, including 401(k) and pension.
• Health and welfare benefits, including medical, dental, vision, spending accounts, and disability.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed