Client Solutions Consultant - Wealth Management

ACCA Careers; Chicago (IL); On-site; USD 86,000 - 146,000; Full time

Job summary

Northern Trust is seeking a Client Solutions Consultant within National Client Support Services / Wealth Management Operations to coordinate client onboarding and asset movement from intake to completion. You will work directly with clients, relationship teams, onboarding partners, and control partners to ensure a transparent, well-controlled onboarding experience.

The role requires collaboration across Trust, Banking, Brokerage, Funding, AML/KYC, and fees/tax teams, with a focus on accuracy,

Qualifications

• Experience in wealth management, client onboarding, trust or banking operations, or related financial services operations.

Responsibilities

• Coordinate onboarding and transition events from intake to completion with clear status and next steps.
• Communicate with clients and relationship teams to understand requirements and facilitate progress.
• Coordinate onboarding workstreams across Trust, Banking, Brokerage, Funding, AML/KYC, Investment and related teams.
• Review intake documentation for completeness and follow up on missing information.
• Maintain milestone and status tracking, ownership, and target dates.
• Monitor activities for delays or risks and escalate as needed.
• Coordinate account funding and asset transfer activities (ACAT/DTC).
• Participate in onboarding reviews, updates, and decisions.

Skills

Wealth management

Client onboarding

Communication

MS Office

Tools

Workflow tools

Case management

Tracking systems

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.

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.

Position Title:

Client Solutions Consultant

Department:

National Client Support Services / Wealth Management Operations

Reports To:

Onboarding Manager or designated Wealth Management Operations leader

Role Type:

Individual Contributor / Client Solutions Specialist

Position Summary

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 role works directly with clients, relationship teams, NCSS onboarding partners, operations, risk/control partners, and subject matter experts to support an organized, transparent, and well-controlled onboarding experience. The Client Solutions Consultant applies established practices and developing judgment to manage client transitions appropriate to the role’s experience level and may consult with the manager when additional guidance is needed.

Key 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 through the onboarding process.
• 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 on issues within established practices, and consult with the manager or appropriate 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.

Required Qualifications

• 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 escalation.

Preferred Qualifications

• 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.

Salary Range

$85,900 - 145,900 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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 [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.