Client Solutions Consultant – Wealth Management

Northern Trust

. Coordinate assigned onboarding and transition events from intake through completion .

Posted 10/20/2026full-timeChicago • Illinois • United StatesMid-LevelSenior💰 $85,900 - $145,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding processes, wealth management operations, and effective communication with clients and cross-functional teams. Proficient in managing multiple priorities while ensuring accuracy and compliance with operational standards.

Highest-signal resume keywords

Client Onboarding CoordinationWealth Management ExperienceWorkflow Tools ProficiencyAttention To DetailRisk Awareness

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Onboarding WorkflowsDocumentation RequirementsOperational ProcessesAccount OpeningAsset TransferFunding ActivitiesMilestone TrackingProcess ImprovementAML/KYC ComplianceStatement Review

Soft Skills

Strong Communication SkillsOrganizational SkillsProblem SolvingFollow-ThroughJudgment

Tools & Technologies

Microsoft OfficeWorkflow ToolsCase Management SystemsShared Tracking MechanismsIJNTPartner WorkstationBPMSmartIQ

Industry Keywords

Wealth ManagementBanking OperationsClient ServicingTrustBrokerageFundingTax Cost TrackingInvestment OnboardingQuality ReviewAudit

About the role

Key responsibilities & impact

Coordinate assigned onboarding and transition events from intake through completion
Communicate directly with clients and relationship teams to understand requirements, coordinate information and documentation, and facilitate progress
Coordinate onboarding workstreams across Trust, Banking, Brokerage, Funding, AML/KYC, Investment, Fee, Tax Cost, Statement Review, and specialty teams
Review intake submissions and supporting documentation for completeness and consistency; follow up on missing or unclear information
Maintain milestone and status tracking, including open items, owners, target dates, dependencies, and completion progress
Monitor activities for delays or risks, follow up on issues, and consult managers or subject matter experts when needed
Coordinate 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 account setup, coding, fee setup, documentation imaging, funding, and readiness for service handoff
Build knowledge of products, onboarding requirements, operational handoffs, and risk and control expectations
Identify recurring questions, process gaps, and improvement opportunities; contribute to playbooks, job aids, training materials, and team practices

Requirements

What you’ll need

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
Strong written and verbal communication skills
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 escalate
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
Preferred: Knowledge of IJNT, Partner Workstation, BPM, SmartIQ, account documentation, funding, account coding, statement review, or documentation imaging processes
Preferred: Experience coordinating client onboarding, account opening, funding, asset transfer, or service implementation activities
Preferred: Familiarity with Trust, Banking, Brokerage, ACAT/DTC transfers, tax cost tracking, AML/KYC requirements, fees, or investment-related onboarding dependencies
Preferred: Experience maintaining milestone trackers, preparing status updates, documenting action items, or coordinating across multiple teams
Preferred: Exposure to risk, control, audit, quality review, training, or process improvement activities

Benefits

Comp & perks

Retirement benefits (401k and pension)
Health and welfare benefits, including medical, dental, vision, spending accounts and disability
Paid time off
Parental and caregiver leave
Life and accident insurance
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Flexible and collaborative work culture
Internal movement opportunities
Reasonable accommodations for individuals with health conditions and disabilities