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Assistant Client Onboarding Jobs (NOW HIRING)

CodeForce

Client Onboarding Specialist

New York, NY · On-site +1

Client Onboarding Specialist Location: Remote Employment Type: Full-Time Job Overview We are ... Troubleshoot hardware, software, network, and application-related issues. * Assist clients with ...

CodeForce

Client Onboarding Specialist

New York, NY · Remote

Client Onboarding Specialist Location: Remote Employment Type: Full-Time Job Overview We are ... Troubleshoot hardware, software, network, and application-related issues. * Assist clients with ...

Radeas LLC

Client Onboarding Specialist

Wake Forest, NC · On-site

$20/hr

Provide client-oriented solutions to successfully support the client. * Assist the Sales team in ... onboarding. * Organization and attention to detail - Ability to manage high volumes of data sets ...

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 · 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 ...

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 ...

SNI USA Inc

Administrative Assistant

Fort Worth, TX · On-site

$17.25 - $23.25/hr

Execute new client onboarding after approval (CRM, workflow, and client systems) * Enter and apply client payments and assist with AR follow-ups * Update workflow systems and maintain accurate ...

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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 27, 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.

How to become a client onboarding specialist?

To become a client onboarding specialist, candidates typically need a background in customer service, communication, or related fields, along with strong organizational and interpersonal skills. Relevant experience in account management, familiarity with onboarding tools or CRM software, and a customer-focused approach are often required. Some roles may also prefer certifications in project management or customer experience.

What are client onboarding jobs?

Client onboarding jobs involve guiding new clients through the process of starting services or products, ensuring they understand procedures, complete necessary documentation, and set up accounts. These roles often require strong communication skills, attention to detail, and familiarity with customer relationship management (CRM) tools. The goal is to facilitate a smooth transition and establish a positive relationship from the beginning.

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 is the onboarding salary?

The onboarding salary for an Assistant Client Onboarding role varies depending on the company, location, and experience level. Typically, entry-level positions in this field offer salaries ranging from $40,000 to $60,000 annually, with some companies providing additional benefits and performance bonuses. It is advisable to review specific job postings for precise salary information.

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 does client onboarding do?

In the role of Assistant Client Onboarding, the process involves guiding new clients through the initial setup, collecting necessary information, and ensuring they understand the services or products. It helps establish a smooth relationship, improves client satisfaction, and sets the foundation for ongoing engagement. This process often requires strong communication skills and familiarity with onboarding tools or CRM systems.

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 June 2026, with employment types broken down into 73% Full Time, 17% Part Time, and 10% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $44,245 per year, or $21.3 per hour.
Client Onboarding Specialist

Client Onboarding Specialist

CodeForce

New York, NY • On-site, Remote

Full-time

Posted 11 days ago

Job description

Job Title: Client Onboarding Specialist
Location: Remote Employment Type: Full-Time
Job Overview
We are seeking a highly motivated Client Onboarding Specialist. The ideal candidate will be responsible for onboarding new clients, configuring technical solutions, providing initial technical training, and ensuring a smooth transition into our services.
Key Responsibilities
  • Manage the end-to-end onboarding process for new clients.
  • Conduct onboarding sessions and technical training for customers.
  • Configure, deploy, and support IT systems, software, and services.
  • Provide Level 1 and Level 2 technical support to clients.
  • Troubleshoot hardware, software, network, and application-related issues.
  • Assist clients with account setup, system integrations, and user provisioning.
  • Coordinate with internal technical teams to resolve escalated issues.
  • Create and maintain onboarding documentation, knowledge base articles, and SOPs.
  • Monitor onboarding progress and ensure successful client adoption.
  • Maintain high customer satisfaction through effective communication and timely issue resolution.

Requirements
Required Qualifications
  • 2+ years of experience supporting client onboarding, helpdesk, or IT services environments.
  • Experience in client onboarding.
  • Strong understanding of Windows, Microsoft 365, and networking fundamentals.
  • Experience supporting end-users in a managed services (MSP) or IT services environment.
  • Excellent troubleshooting and problem-solving skills across hardware, software, network, and application issues.
  • Strong verbal and written communication skills in English.
  • Experience delivering technical training to clients.
  • Experience with ticketing systems, CRM platforms, and remote support tools.
Preferred Qualifications
  • Relevant IT certifications, such as CompTIA A+, Network+, or Microsoft certifications, are a plus.

Benefits
CodeForce 360 logo

About CodeForce 360

Sourced by ZipRecruiter

CodeForce 360 started its Journey in 2010. For the last 14 years, we have emerged as a leader in technology and professional staffing industry serving fortune enterprises, all major system integrators, leading managed service providers and technology companies.

Industry

Recruiting and staffing services

Company size

201 - 500 Employees

Headquarters location

Alpharetta, GA, US

Year founded

2010

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