Wealth Management Client Onboarding Consultant

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

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.