Client Onboarding Specalist

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 60,700 - 100,100Function: Customer Success & Account ManagementEducation: bachelorsSkills: ["Organizational skills","Communication","Problem-solving","Attention to detail","Meeting facilitation"]

Own end-to-end client onboarding and asset transition coordination for assigned clients within the Foundation & Institutional Advisors practice. Build onboarding plans, milestones, and timelines; run kickoff meetings; and provide clear status updates to clients and internal stakeholders across operations, legal, risk, and compliance. Manage multiple onboarding projects, monitor progress and risks, ensure documentation quality, and continuously improve onboarding processes using dashboards and reporting.

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FursaFursa
Northern Trust
Northern Trust
2 days ago

Client Onboarding Specalist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Own end-to-end client onboarding and asset transition coordination for assigned clients within the Foundation & Institutional Advisors practice. Build onboarding plans, milestones, and timelines; run kickoff meetings; and provide clear status updates to clients and internal stakeholders across operations, legal, risk, and compliance. Manage multiple onboarding projects, monitor progress and risks, ensure documentation quality, and continuously improve onboarding processes using dashboards and reporting.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Serve as the primary coordinator for assigned client onboarding and asset transition events.
  • •Develop and manage onboarding plans, milestones, and implementation timelines.
  • •Coordinate across Client Advisors, Portfolio Advisors, Operations, Legal, Risk, Compliance, and external parties.
  • •Lead onboarding kickoff meetings and provide timely status updates to clients and internal stakeholders.
  • •Ensure adherence to onboarding policies and documentation requirements; identify and escalate risks and improve onboarding processes.

Pay and Benefits

Salary: USD 60,700 - 100,100
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveDisability InsuranceLife InsuranceSpending Accounts

Key Requirements

  • •Bachelor's degree or equivalent experience.
  • •3+ years of financial services, operations, onboarding, client service, or project management experience.
  • •Strong organizational, communication, and problem-solving skills with exceptional attention to detail.
  • •Ability to manage competing priorities while maintaining accuracy and professionalism.
  • •Demonstrated ability to lead meetings, deliver presentations, and communicate effectively with clients and senior stakeholders.
Experience:Financial services
Education:Bachelor's
Skills:Organizational skillsCommunicationProblem-solvingAttention to detailMeeting facilitation

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn