Sr. Client Solutions Consultant - Wealth Management

The Senior Client Solutions Consultant serves as the primary client-facing coordinator for complex onboarding and transition events, managing intake, documentation, account opening, funding, and issue resolution. This role ensures a transparent and consistent experience by collaborating with clients, front office teams, and subject matter experts to deliver operational readiness. The position requires strong coordination skills to track milestones, manage cross-functional workflows, and maintain accurate status reporting throughout the process.