Client Solutions Consultant - Wealth Management

ntrs; Chicago (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

Northern Trust is seeking a Client Solutions Consultant to coordinate onboarding and transition events across intake, documentation, account opening, funding and asset movement. You will work directly with clients, relationship teams, and internal partners to support a smooth onboarding experience.

Responsibilities include tracking milestones, communicating requirements, and coordinating with Trust, Banking, Brokerage and other teams to ensure timely completion and accurate setup.

Qualifications

• Experience in wealth management, client onboarding, or related financial services operations.
• Ability to manage multiple activities with accuracy and risk awareness.
• Strong written and verbal communication; ability to provide clear status updates.
• Proficiency with workflow tools, case management systems, and MS Office.
• Detail-oriented with good organizational and problem-solving skills.

Responsibilities

• Coordinate onboarding events from intake through completion with clear status and next steps.
• Communicate with clients and relationship teams to gather requirements and track progress.
• Coordinate onboarding workstreams across Trust, Banking, Brokerage, Funding, AML/KYC, Investment, and other teams.
• Review intake submissions for completeness and follow up on missing information.
• Maintain milestone tracking, ownership, target dates, dependencies, and completion progress.
• Prepare updates for onboarding review meetings and document actions.

Skills

Wealth management experience

Client onboarding

Operations knowledge

Communication skills

Workflow tools

Microsoft Office

Attention to detail

Tools

Case management systems

Microsoft Office

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.

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 elevate.

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, Bro