Client Onboarding Specialist Location: Remote Employment Type: Full-Time Job Overview We are ... Troubleshoot hardware, software, network, and application-related issues. * Assist clients with ...
Quick apply
Client Onboarding Specialist Location: Remote Employment Type: Full-Time Job Overview We are ... Troubleshoot hardware, software, network, and application-related issues. * Assist clients with ...
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 ...
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 ...
Business Professional - Client Onboarding - Advanced
Boston, MA · On-site
$40 - $45/hr
Support account setup and onboarding readiness activities. * Assist with post-onboarding requests and related administrative activities. Required Qualifications * 3-5 years of experience in client ...
Business Professional - Client Onboarding - Advanced
Boston, MA · On-site
$40 - $45/hr
Support account setup and onboarding readiness activities. * Assist with post-onboarding requests and related administrative activities. Required Qualifications * 3-5 years of experience in client ...
We are seeking a technical Onboarding Specialist to assist in the implementation of push ... Work closely with internal teams (engineering, product, client success) and external partners ...
We are seeking a technical Onboarding Specialist to assist in the implementation of push ... Work closely with internal teams (engineering, product, client success) and external partners ...
We are seeking a technical Onboarding Specialist to assist in the implementation of push ... Work closely with internal teams (engineering, product, client success) and external partners ...
We are seeking a technical Onboarding Specialist to assist in the implementation of push ... Work closely with internal teams (engineering, product, client success) and external partners ...
JOB OVERVIEW The New Client Accounts Specialist - Onboarding serves as a point of contact for ... Works across departments to assist with special projects, as necessary * Attends industry trade ...
New
JOB OVERVIEW The New Client Accounts Specialist - Onboarding serves as a point of contact for ... Works across departments to assist with special projects, as necessary * Attends industry trade ...
New
Provide feedback and assist with improving onboarding experience and automation refinement * Manage collection of registration docs and diligence and pull credit, background, entity statuses, etc
Provide feedback and assist with improving onboarding experience and automation refinement * Manage collection of registration docs and diligence and pull credit, background, entity statuses, etc
Provide feedback and assist with improving onboarding experience and automation refinement * Manage collection of registration docs and diligence and pull credit, background, entity statuses, etc
Provide feedback and assist with improving onboarding experience and automation refinement * Manage collection of registration docs and diligence and pull credit, background, entity statuses, etc
... client onboarding activities, analyzing and preparing client data, and ensuring seamless ... Non-Essential Duties and Responsibilities * Assist with online filing activities and back-end ...
... client onboarding activities, analyzing and preparing client data, and ensuring seamless ... Non-Essential Duties and Responsibilities * Assist with online filing activities and back-end ...
BizTek People is in search for an experienced Client Onboarding Consultant for our client in NYC ... Recommend process improvements and assist in implementing efficiency measures where appropriate.
BizTek People is in search for an experienced Client Onboarding Consultant for our client in NYC ... Recommend process improvements and assist in implementing efficiency measures where appropriate.
... client onboarding activities, analyzing and preparing client data, and ensuring seamless ... Non-Essential Duties and Responsibilities * Assist with online filing activities and back-end ...
... client onboarding activities, analyzing and preparing client data, and ensuring seamless ... Non-Essential Duties and Responsibilities * Assist with online filing activities and back-end ...
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 ...
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 ...
Platform Support Analyst (Client Onboarding)
Manhattan, NY · On-site
$26.90 - $40.35/hr
WHAT WILL YOU DO? * Assist clients, partner Financial Advisors, Portfolio Manager Teams, and Platform (TAMP) partners with client on-boarding and new account inquiries. * Work on daily reports from ...
Platform Support Analyst (Client Onboarding)
Manhattan, NY · On-site
$26.90 - $40.35/hr
WHAT WILL YOU DO? * Assist clients, partner Financial Advisors, Portfolio Manager Teams, and Platform (TAMP) partners with client on-boarding and new account inquiries. * Work on daily reports from ...
Executive Assistant & Client Relations Coordinator
Charleston, SC · On-site
$17 - $23.50/hr
... onboarding, including data collection and account setup * Maintain accurate and up-to-date client records within CRM systems * Prepare client meeting materials, reports, and documentation * Ensure ...
Quick apply
Executive Assistant & Client Relations Coordinator
Charleston, SC · On-site
$17 - $23.50/hr
... onboarding, including data collection and account setup * Maintain accurate and up-to-date client records within CRM systems * Prepare client meeting materials, reports, and documentation * Ensure ...
Executive Assistant & Client Relations Coordinator
Charleston, SC · On-site
$17 - $23.50/hr
... onboarding, including data collection and account setup * Maintain accurate and up-to-date client records within CRM systems * Prepare client meeting materials, reports, and documentation * Ensure ...
Executive Assistant & Client Relations Coordinator
Charleston, SC · On-site
$17 - $23.50/hr
... onboarding, including data collection and account setup * Maintain accurate and up-to-date client records within CRM systems * Prepare client meeting materials, reports, and documentation * Ensure ...
Client Onboarding Specialist
New Orleans, LA · On-site
$50K - $65K/yr
The Client Onboarding Specialist will support activities to assess and bring new clients to funding ... Work closely with the Underwriting, Client Services, Legal, and Client Acquisition teams to assist ...
Client Onboarding Specialist
New Orleans, LA · On-site
$50K - $65K/yr
The Client Onboarding Specialist will support activities to assess and bring new clients to funding ... Work closely with the Underwriting, Client Services, Legal, and Client Acquisition teams to assist ...
Client Onboarding Fund Controller
$85K - $105K/yr
Preparation and/or review of capital calls, LP communication documents, and other client deliverables * Assist with onboarding client investor information in software systems * Assist with historical ...
Client Onboarding Fund Controller
$85K - $105K/yr
Preparation and/or review of capital calls, LP communication documents, and other client deliverables * Assist with onboarding client investor information in software systems * Assist with historical ...
Client Onboarding Specialist
Westlake, OH · On-site
The Onboarding Specialist partners with Sales to establish new client relationships by serving as ... Contacts various contra firms to assist clients with the facilitation of a transfer or rollover of ...
Quick apply
Client Onboarding Specialist
Westlake, OH · On-site
The Onboarding Specialist partners with Sales to establish new client relationships by serving as ... Contacts various contra firms to assist clients with the facilitation of a transfer or rollover of ...
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 ...
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 ...
Client Onboarding Fund Controller
San Francisco, CA · On-site
$85K - $105K/yr
Preparation and/or review of capital calls, LP communication documents, and other client deliverables * Assist with onboarding client investor information in software systems * Assist with historical ...
Client Onboarding Fund Controller
San Francisco, CA · On-site
$85K - $105K/yr
Preparation and/or review of capital calls, LP communication documents, and other client deliverables * Assist with onboarding client investor information in software systems * Assist with historical ...
Assistant Client Onboarding information
See salary details
$26.5K - $29.5K
1% of jobs
$29.5K - $32.6K
3% of jobs
$32.6K - $35.6K
6% of jobs
$37.8K is the 25th percentile. Wages below this are outliers.
$35.6K - $38.7K
20% of jobs
$38.7K - $41.7K
18% of jobs
The median wage is $41.9K / yr.
$41.7K - $44.8K
17% of jobs
$46.9K is the 75th percentile. Wages above this are outliers.
$44.8K - $47.8K
13% of jobs
$47.8K - $50.9K
9% of jobs
$50.9K - $53.9K
6% of jobs
$53.9K - $57K
3% of jobs
$57K - $60K
3% of jobs
$26.5K
$44.2K
$60K
How much do assistant client onboarding jobs pay per year?
As of Jul 17, 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?
| Aspect | Assistant Client Onboarding | Client Onboarding Specialist |
|---|---|---|
| Credentials | High school diploma or equivalent; some roles may require basic certifications | Bachelor's degree often preferred; certifications in customer service or onboarding are common |
| Work Environment | Supportive office or remote team assisting with onboarding tasks | Client-facing roles, often in financial, tech, or consulting industries |
| Employer Usage | Entry-level support role within onboarding teams | Specialized role responsible for managing the onboarding process end-to-end |
| Search & Comparison Intent | Often searched by those seeking entry-level onboarding support roles | Compared 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:
Job description
Job Title: Client Onboarding Specialist
Location: Remote Employment Type: Full-Time
Job OverviewWe 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.
- Relevant IT certifications, such as CompTIA A+, Network+, or Microsoft certifications, are a plus.
Benefits
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