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Assistant Client Onboarding Jobs (NOW HIRING)

Jefferies

Client Onboarding Associate

Jersey City, NJ

$70K - $90K/yr

... * Assist with process improvement initiatives to enhance workflow efficiency, data quality, and ... Qualifications * 1-3 years of experience in client or account onboarding at a multi-national ...

HB Wealth

Client Onboarding Associate

Atlanta, GA · Hybrid

Position Summary HB is seeking a Client Onboarding Associate . In this role, you will serve as a ... Communicate business needs clearly to internal and external stakeholders and assist in driving ...

HB Wealth

Client Onboarding Associate

Atlanta, GA · On-site

Position Summary HB is seeking a Client Onboarding Associate . In this role, you will serve as a ... Communicate business needs clearly to internal and external stakeholders and assist in driving ...

HB Wealth

Client Onboarding Associate

Atlanta, GA · Hybrid

Position Summary HB is seeking a Client Onboarding Associate . In this role, you will serve as a ... Communicate business needs clearly to internal and external stakeholders and assist in driving ...

crosscountry

Client Onboarding Coordinator

Atlanta, GA

$20.25 - $26.50/hr

The Client Onboarding Coordinator is responsible for facilitating communication and coordination ... information. * Assist with documenting internal credentialing processes and proactively seek ...

Jefferies

Client Onboarding Associate

Jersey City, NJ

$70K - $90K/yr

... * Assist with process improvement initiatives to enhance workflow efficiency, data quality, and ... Qualifications * 1-3 years of experience in client or account onboarding at a multi-national ...

Jefferies

Client Onboarding Associate

Jersey City, NJ · On-site

$70K - $90K/yr

... * Assist with process improvement initiatives to enhance workflow efficiency, data quality, and ... Qualifications * 1-3 years of experience in client or account onboarding at a multi-national ...

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Assistant Client Onboarding information

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$26.5K

$44.2K

$60K

How much do assistant client onboarding jobs pay per year?

As of Jun 6, 2026, the average yearly pay for assistant client onboarding in the United States is $44,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $48,000.00 per year, depending on experience, location, and employer.

What does an Assistant Client Onboarding do?

An Assistant Client Onboarding professional supports the process of integrating new clients into a company’s services or platforms. Their responsibilities include gathering necessary documentation, verifying client information, coordinating with internal teams, and ensuring all onboarding steps are completed efficiently. They play a crucial role in providing a smooth and positive first experience for clients, addressing their queries, and troubleshooting initial issues. This position often requires strong communication, attention to detail, and organizational skills.

What are some common challenges faced by Assistant Client Onboarding professionals, and how can they be addressed?

Assistant Client Onboarding professionals often encounter challenges such as managing tight deadlines, coordinating between multiple departments, and ensuring accurate documentation for compliance purposes. These challenges can be addressed by developing strong organizational skills, maintaining effective communication with both internal teams and clients, and staying updated on regulatory requirements. Proactively anticipating client needs and being detail-oriented are also essential to ensure a smooth onboarding process and build positive client relationships.

What is the difference between Assistant Client Onboarding vs Client Onboarding Specialist?

AspectAssistant Client OnboardingClient Onboarding Specialist
CredentialsHigh school diploma or equivalent; some roles may require basic certificationsBachelor's degree often preferred; certifications in customer service or onboarding are common
Work EnvironmentSupportive office or remote team assisting with onboarding tasksClient-facing roles, often in financial, tech, or consulting industries
Employer UsageEntry-level support role within onboarding teamsSpecialized role responsible for managing the onboarding process end-to-end
Search & Comparison IntentOften searched by those seeking entry-level onboarding support rolesCompared by those looking for more advanced onboarding responsibilities

While both roles support client onboarding, the Assistant Client Onboarding typically handles administrative and support tasks, whereas the Client Onboarding Specialist manages the entire onboarding process, often with more client interaction and responsibility.

What are the key skills and qualifications needed to thrive as an Assistant Client Onboarding, and why are they important?

To thrive as an Assistant Client Onboarding, you need strong organizational skills, attention to detail, and a background in business administration or finance. Familiarity with CRM platforms, onboarding software, and compliance management systems is typically required. Excellent interpersonal skills, problem-solving abilities, and clear communication help build positive client relationships and ensure a seamless onboarding experience. These skills ensure accuracy, regulatory compliance, and client satisfaction during the crucial initial phase of the client relationship.
More about Assistant Client Onboarding jobs
What cities are hiring for Assistant Client Onboarding jobs? Cities with the most Assistant Client Onboarding job openings:
What are the most commonly searched types of Client Onboarding jobs? The most popular types of Client Onboarding jobs are:
What states have the most Assistant Client Onboarding jobs? States with the most job openings for Assistant Client Onboarding jobs include:
What job categories do people searching Assistant Client Onboarding jobs look for? The top searched job categories for Assistant Client Onboarding jobs are:
Assistant Client Onboarding jobs near you
Infographic showing various Assistant Client Onboarding job openings in the United States as of May 2026, with employment types broken down into 81% Full Time, 16% Part Time, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $44,245 per year, or $21.3 per hour.

Client Onboarding Analyst, Transaction Tax

DuCharme McMillen and Associates, Inc.

Indianapolis, IN • On-site

Full-time

Posted 28 days ago

Job description

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:
  • 2025 Great Places to Work Certified
  • Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
  • Company paid parental leave
  • Generous time off package
  • Multiple benefit plans, eligibility begins on day one of employment
  • Culturally focused on work/life balance, mental health, and the overall wellness of our employees

Position Summary
The Client Onboarding Analyst supports the Transaction Tax Compliance team by executing new client onboarding activities, analyzing and preparing client data, and ensuring seamless integration into DMA's compliance systems. This role plays a critical part in establishing the foundation for long-term client success by creating accurate data models, documenting processes, and coordinating with both clients and internal teams. The Implementation Analyst ensures that each implementation meets quality standards and sets clients up for efficient, automated compliance processing.
Essential Duties and Responsibilities
  • Analyze complex client source data and develop structured data models for import into DMA's compliance systems.
  • Interpret and document compliance requirements, including tax credits, amended returns, renewals, notice handling expectations, funding procedures, and reporting schedules.
  • Create clear, client-specific process documentation that outlines compliance workflows, data expectations, and operational procedures.
  • Set up new client profiles in all internal systems used for return preparation, ensuring accurate configurations and system readiness.
  • Maintain proactive communication with clients throughout onboarding, providing updates, gathering required information, and ensuring a positive client experience.
  • Manage the transition of clients from onboarding into production, coordinating with internal teams for a seamless handoff.
  • Troubleshoot and resolve data-related issues, identifying root causes and implementing corrective actions to ensure accurate compliance processing.
  • Process recurring client data feeds into DMA's tax software systems, ensuring data integrity and identifying anomalies.

Non-Essential Duties and Responsibilities
  • Assist with online filing activities and back-end reporting as needed.
  • Provide support to the Production team during peak filing periods.
  • Perform other duties as assigned.

Education and Qualifications
  • Bachelor's degree in Accounting, Business Administration, Finance, or related field.
  • 1+ years of experience with DMA or in a similar implementation, compliance, or data-focused position.
  • Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, data cleansing; macros preferred).
  • Experience with data modeling or data transformation tools preferred.
  • Ability to quickly learn Transaction Tax concepts and compliance software systems.
  • Strong verbal and written communication skills; able to explain technical concepts to non-technical audiences.
  • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship.

Work Environment & Physical Requirements
  • Work Schedule: Regular, 40 hours/week
  • Travel: Less than 10%
  • Physical Activity:
    • Prolonged periods of sitting and computer use
    • Ability to hear, understand, and distinguish speech and sounds
    • Frequent repetitive motions with hands

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The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment.
It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at HRDepartment@dmainc.com or 800-309-2110 and choosing selection 6.

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