Sr. Client Solutions Consultant - Wealth Management
Core
Client-facing coordination owner for complex client onboarding and transition events, managing intake through final handoff.
Role type
Senior Individual Contributor / Subject Matter Expert
Builds
Coordinated onboarding experiences for high-value clients across Trust, Banking, and Brokerage products
Domain
Wealth Management / Financial Services Operations
Deliverable
client delivery
Required skills
Complex onboarding workflow management, Cross-functional coordination, Risk and compliance assessment, Client communication, Process improvement, Financial services operations knowledge
Preferred skills
IJNT and Partner Workstation proficiency, ACAT/DTC transfer experience, AML/KYC requirements knowledge, Executive status reporting
Technologies
IJNT, Partner Workstation, BPM, SmartIQ, Microsoft Office
Responsibilities
Serve as primary coordination owner for assigned complex onboarding events, Engage directly with clients to understand requirements and coordinate documentation, Assess client and account considerations to determine workstreams, Coordinate product-specific onboarding paths across multiple specialty teams, Monitor milestones and proactively escalate issues, Track funding and asset transfer activity, Review documentation for completeness to prevent delays, Facilitate onboarding review meetings and status checkpoints, Confirm account opening and funding activities are complete before closing events, Document lessons learned and process gaps for playbook updates