Client Solutions Consultant - Wealth Management
Core
Coordinate client onboarding and transition events across intake, documentation, account opening, funding, and asset movement for wealth management clients.
Role type
Individual Contributor Client Solutions Specialist
Builds
Organized, transparent, and well-controlled onboarding experiences for sophisticated clients
Domain
Wealth Management / Financial Services Operations
Required skills
Client onboarding coordination, documentation review, cross-functional team collaboration, milestone tracking, issue resolution, account funding and asset transfer management, process improvement identification
Preferred skills
Knowledge of IJNT, Partner Workstation, BPM, SmartIQ, ACAT/DTC transfers, AML/KYC requirements, tax cost tracking, risk and control expectations
Technologies
IJNT, Partner Workstation, BPM, SmartIQ, case management systems, Microsoft Office
Responsibilities
Coordinate assigned onboarding and transition events from intake through completion; Communicate directly with clients and relationship teams to understand requirements and facilitate progress; Coordinate workstreams across Trust, Banking, Brokerage, Funding, AML/KYC, Investment, Fee, and Tax Cost teams; Review intake submissions and supporting documentation for completeness; Maintain accurate milestone and status tracking; Monitor activities for delays or risks and consult with managers or SMEs; Coordinate account funding and asset transfer activities; Participate in onboarding review meetings and pipeline discussions; Coordinate with internal partners for accurate account setup and service handoff; Identify process gaps and contribute to playbooks and training materials
Seniority
Individual Contributor, mid-level specialist