Client Onboarding Specialist

About Northern Trust

As a global leader in innovative wealth management asset servicing asset management and banking services Northern Trust (Nasdaq: NTRS) is proud to guide the worlds most successful individuals families corporations and institutions.

Since 1889 we have aligned our efforts with our three guiding Principles That Endure: Service Expertise and Integrity. Together they reflect the three cornerstones of business conduct which we strive to instill in our employees whom we call partners and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

Foundation & Institutional Advisors (FIA) is a dedicated national practice within Northern Trust that serves nonprofit organizations private foundations public charities endowments healthcare organizations religious institutions and ERISA clients with at least $10 million in investable assets. We are seeking a driven proactive and intellectually curious Client Onboarding Specialist to join our team.

Core Responsibilities

Client Onboarding & Project Coordination
Serve as the primary coordinator for assigned client onboarding and asset transition events.
Develop and manage onboarding plans milestones and implementation timelines.
Coordinate activities among Client Advisors Portfolio Advisors Operations Legal Risk Compliance and external parties.
Facilitate onboarding meetings and provide timely status updates to clients and internal stakeholders.
Manage multiple onboarding projects simultaneously while ensuring deadlines and service expectations are met.
Monitor onboarding progress and proactively address risks delays and obstacles.

Client Engagement & Onboarding Experience
Deliver a high-touch white-glove onboarding experience that reflects Northern Trusts commitment to service and expertise.
Lead onboarding kickoff meetings introducing the onboarding process establishing expectations and outlining key milestones for clients and stakeholders.
Present onboarding plans timelines and progress updates in a clear professional and engaging manner.
Build credibility and confidence with clients by serving as a knowledgeable and trusted resource throughout the onboarding journey.
Maintain frequent clear and professional communication with clients and internal stakeholders throughout the onboarding process.
Anticipate client needs and respond to inquiries with urgency professionalism and a client-centric mindset.
Navigate complex situations while maintaining composure and a solutions-oriented approach.
Ensure a seamless transition of the client relationship to the ongoing service team upon completion of onboarding.

Risk Management & Quality Control
Ensure adherence to onboarding policies procedures controls and documentation requirements.
Review onboarding documentation for completeness and accuracy.
Identify potential operational procedural or regulatory risks and escalate concerns appropriately.
Maintain a strong focus on quality while balancing competing priorities and deadlines.

Process Improvement & Operational Excellence
Identify opportunities to improve onboarding processes efficiency and client experience.
Document lessons learned and recommend practical solutions to recurring challenges.
Utilize dashboards reporting tools and tracking mechanisms to monitor progress and identify trends.
Contribute to the ongoing development of onboarding best practices and operational procedures.

Qualifications
Bachelors degree or equivalent experience.
3 years of financial services operations onboarding client service or project management experience.
Strong organizational communication and problem-solving skills.
Ability to manage competing priorities while maintaining accuracy and professionalism.
Exceptional attention to detail and commitment to accuracy.
Strong verbal and written communication skills.
Ability to collaborate effectively across multiple teams and functions.
Strong problem-solving and critical-thinking skills.
Demonstrated ability to lead meetings deliver presentations and communicate effectively with clients and senior stakeholders.
Strong executive presence and professionalism when interacting with institutional clients and internal business partners.

Salary Range:

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B L-1 TN O-1 E-3 H-1B1 F-1 J-1 OPT CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner you will be part of a flexible and collaborative work culture which has a strong history of financial strength and stability. Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trusts history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at or alternatively you can discuss your individual requirements with the recruiter you are working with.