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Assistant Client Onboarding Jobs (NOW HIRING)

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed ... * Assist advisors and internal partners with account setup, releasing accounts to invest, and ...

Harbourvest

Associate, Client Onboarding

HarbourVest is seeking a Client Onboarding Associate to assist with the fund closing processes by coordinating individual efforts across the firm. This person will work with many cross functional ...

Flex Dental

Client Onboarding Liaison

About the Position The Client Onboarding Liaison is responsible for delivering a seamless ... onboarding experience. * Assist with customer support inquiries as business needs require.

Renasant Bank

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 ...

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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 Aug 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.

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 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.

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 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:

Assistant Client Onboarding jobs near you
Infographic showing various Assistant Client Onboarding job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $44,245 per year, or $21.3 per hour.

AVP, Client Onboarding - Prime Brokerage

Manhattan, NY • On-site

Page Group
See more jobs at Page Groupexternal

$115K - $150K/yr

Other

Posted 8 days ago

Job description

The Client Onboarding manager will oversee the onboarding and transition of institutional clients across its Prime Services platform. This individual will manage complex implementation projects involving prime brokerage, clearing, custody, financing, and related products, ensuring a seamless client experience from inception through go-live. Client Details A company operating in the financial services industry. Description Client Onboarding & Project Delivery Manage onboarding and implementation projects for institutional clients from initiation through successful launch. Develop and maintain project plans, timelines, milestones, and stakeholder responsibilities. Coordinate account opening, documentation, risk approvals, operational setup, and readiness activities. Ensure project deliverables are completed within established deadlines and governance standards. Stakeholder Management Partner closely with Sales, Product, Operations, Technology, Legal, Compliance, Risk Management, and Client Coverage teams. Facilitate discussions across multiple workstreams and drive project execution through to completion. Identify implementation risks, resolve issues, and escalate critical matters where appropriate. Maintain strong working relationships with both internal and external stakeholders. Client Engagement Act as a primary point of contact during onboarding and implementation activities. Provide regular status updates and project reporting to clients and senior stakeholders. Coordinate meetings, track action items, and support issue resolution efforts. Deliver a professional and consistent onboarding experience. Governance & Controls Ensure onboarding activities comply with internal policies, risk frameworks, and regulatory requirements. Maintain complete project documentation and audit-ready records. Support reporting related to onboarding metrics, implementation progress, and operational controls. Contribute to governance reviews and process oversight initiatives. Process Improvement Identify opportunities to streamline onboarding workflows and improve client experience. Support implementation of process enhancements, automation initiatives, and operational best practices. Assist with the development of procedures, training materials, and operating guidelines. Profile Required Qualifications Bachelor's degree in Finance, Business, Economics, or a related discipline. 5+ years of experience within institutional onboarding, client implementation, project management, securities services, capital markets, or related financial services environments. Strong understanding of institutional client onboarding and account lifecycle processes. Experience managing complex projects involving multiple stakeholders. Excellent communication, organisation, and problem-solving skills. Ability to operate effectively in a fast-paced and deadline-driven environment. Preferred Qualifications Experience supporting hedge funds, asset managers, broker-dealers, or other institutional investors. Knowledge of clearing, custody, financing, capital markets, or derivatives products. Familiarity with KYC, AML, client due diligence, and onboarding documentation requirements. Prior experience within a global bank, broker-dealer, clearing firm, or financial market infrastructure provider. Job Offer Base salary $115,000 - $150,000. MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

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