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 individuals, families, corporations, and institutions.
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; Review intake submissions and supporting documentation for completeness; Monitor assigned activities for potential delays or risks; Coordinate account funding and asset transfer activities; Participate in onboarding review meetings and pipeline discussions
Seniority
Mid-level Individual Contributor