Wealth Management Client Onboarding Specialist

ACCA Careers; Chicago (IL); Presencial; USD 86.000 - 146.000; Jornada completa

Descripción de la vacante

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,

Formación

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

Responsabilidades

• 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.

Conocimientos

Wealth management

Client onboarding

Communication

MS Office

Herramientas

Workflow tools

Case management

Tracking systems

Descripción del empleo

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,