Wealth Onboarding & Client Solutions Specialist

Northern Trust; Chicago (IL); On-site; USD 86,000 - 146,000; Full time

Benefits offered by this job

401k

Pension

Health benefits

Paid time off

Parental leave

Life & accident insurance

Job summary

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

The role requires experience in wealth management or related operations, strong communication skills, and the ability to manage multiple activities with attention to detail.

Qualifications

• Experience in wealth management, client onboarding or related financial services operations.
• Ability to manage multiple activities and priorities with accuracy and responsiveness.
• Ability to communicate with clients and cross-functional teams to drive work to completion.
• Strong written and verbal communication skills and ability to provide clear status updates.
• Proficiency with workflow tools and shared tracking mechanisms.

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 document progress.
• Coordinate onboarding workstreams across Trust, Banking, Brokerage, Funding, AML/KYC, and other teams.
• Review intake submissions for completeness and follow up on missing information.
• Maintain milestone trackers, status updates, and dependencies; monitor risks and delays.
• Coordinate account funding and asset transfers (ACAT, DTC, non-ACAT, cash funding).
• Participate in onboarding reviews and status meetings; document decisions and actions.

Skills

Wealth management

Client onboarding

Communication skills

Multi-tasking

Risk awareness

Tools

Microsoft Office

Workflow tools

Case management systems

Job description

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

The role requires experience in wealth management or related operations, strong communication skills, and the ability to manage multiple activities with attention to detail.