Senior Wealth Client Onboarding Solutions Consultant

The Northern Trust Company; Chicago (IL); In loco; USD 110.000 - 140.000; Tempo pieno

Descrizione del lavoro

Northern Trust is seeking a Senior Client Solutions Consultant to lead complex client onboarding and transition events, coordinating intake, documentation, funding, and asset movement. The role requires partnering with relationship teams and multiple support groups to ensure a transparent, well-controlled onboarding experience from start to finish.

You will monitor milestones, resolve issues, and maintain clear communications with clients, front/middle/back-office teams, and leadership, driving

Competenze

• Experience in wealth management, client onboarding, trust or banking 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 in a practical manner.

Mansioni

• Serve as the primary coordination owner for assigned complex onboarding and transition events from intake through completion, providing one clear point of contact for status and follow-up.
• Engage directly with clients and relationship teams to understand onboarding requirements, coordinate information and documentation needs, and facilitate progress throughout the onboarding process.
• Assess client, account, product, documentation, funding, fee, tax cost, and risk considerations to determine required workstreams and subject matter expert involvement.
• Coordinate product specific onboarding paths across Trust, Banking, Brokerage, Funding, AML/KYC, Investment, Fee, Tax Cost, Statement Review, and other specialty teams as needed.
• Monitor onboarding milestones, identify potential delays, and escalate issues that may impact client experience, processing timelines, or operational readiness.
• Partner with relationship teams to clarify requirements, reduce duplicate asks, and support clear communication with clients when appropriate.
• Track funding and asset transfer activity, 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 processing delays.
• Facilitate onboarding review meetings, pipeline discussions, and recurring status checkpoints with applicable business, operations, and support teams.
• Maintain transparent status reporting for stakeholders, including open items, owner assignments, target dates, escalations, and completion readiness.
• Confirm account opening, coding, funding, fee setup, and service handoff activities are complete before closing the transition event.
• Document lessons learned, recurring issues, process gaps, and improvement opportunities to support playbook updates, training enhancements, and future operating model improvements.

Conoscenze

Wealth management

Onboarding workflows

Client servicing

Cross-team coordination

Communication

Workflow tools

Case management systems

Strumenti

Workflow tools

Case management systems

Microsoft Office

Descrizione del lavoro

Northern Trust is seeking a Senior Client Solutions Consultant to lead complex client onboarding and transition events, coordinating intake, documentation, funding, and asset movement. The role requires partnering with relationship teams and multiple support groups to ensure a transparent, well-controlled onboarding experience from start to finish.

You will monitor milestones, resolve issues, and maintain clear communications with clients, front/middle/back-office teams, and leadership, driving