Client Solutions Consultant - Wealth Management

What you’d do

Coordinates client onboarding and transition events for wealth management clients, from intake and documentation through account opening, funding, fee setup, and service handoff. Full-time, client-facing role working with relationship teams, operations, and risk partners. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• Experience in wealth management, client onboarding, trust or banking operations
• Working knowledge of onboarding workflows and documentation requirements
• Client servicing experience
• Account opening and asset movement experience