ZipRecruiter

Log In

1

Assistant Client Onboarding Jobs in Florida (NOW HIRING)

Elysian Resources, Inc

Be Seen First

Bilingual Executive Assistant / Client Services Coordinator

Miami, FL · On-site

$24 - $28/hr

Bilingual Executive Assistant / Client Services Coordinator Location: South Miami, FL Job Type ... Coordinate new client onboarding and administrative documentation * Support business development ...

New

Approvely

Onboarding Specialist

Fort Lauderdale, FL · On-site

Responsibilities: • Execute precise data entry and uphold the integrity of client information ... assist across departments as needed. • A Bachelor's degree in Business Administration, Human ...

T-mapp

Onboarding Associate

Miami, FL

... * Assist with audits, regulatory requests, and ongoing investor documentation updates. * Identify opportunities to improve onboarding efficiency and client experience. What should you bring to the ...

Paul Gough Media

AI Client Coordinator

Celebration, FL · On-site

$16.25 - $21.75/hr

You'll work closely with the Head of AI (US) and Senior AI Assistant (UK) to ensure every PaulAi ... Key Responsibilities PaulAi Client Onboarding & Setup Support Coordinate the setup and ongoing ...

Paul Gough Media

AI Client Coordinator

Kissimmee, FL · On-site

$16.25 - $21.75/hr

You'll work closely with the Head of AI (US) and Senior AI Assistant (UK) to ensure every PaulAi ... Key ResponsibilitiesPaulAi Client Onboarding & Setup Support Coordinate the setup and ongoing ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

... onboarding new investments • Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments ...

Equity Trust

Client Services Associate

Fort Myers, FL · Hybrid

... to onboarding new investments Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments ...

next page

Showing results 1-20

All JobsClient Onboarding JobsAssistant Client Onboarding JobsAssistant Client Onboarding Jobs in Florida

Assistant Client Onboarding information

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.
What are the most commonly searched types of Client Onboarding jobs in Florida? The most popular types of Client Onboarding jobs in Florida are:
What cities in Florida are hiring for Assistant Client Onboarding jobs? Cities in Florida with the most Assistant Client Onboarding job openings:
Assistant Client Onboarding jobs near you

Client Onboarding Specialist

Equity Trust

Fort Myers, FL • On-site

Full-time

Posted 23 days ago

Job description

*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.
JOB OVERVIEW
The New Client Accounts Specialist - Onboarding serves as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives to enhance and expand client relationships to improve client satisfaction, and provides additional opportunities or education related to ETC products and services available. This role often works cross functionally with the Sales, Client Services, and Operations teams to strengthen client loyalty, referrals, and retention.
RESPONSIBILITIES & DUTIES
  • Maintains a strong understanding of the alternative investments our clients prefer including but not limited to: Private Funds, Commercial Real Estate, Venture Capital, Angel Investing and more
  • Efficiently and proactively manages client correspondence (incoming calls, emails, chats, and client visits)
  • Reaches out to prospective clients via phone call, text, and/or email to provide support with application
  • Answers client questions regarding IRA rules and our IRA set up process
  • Assists with existing channels of referrals and current relationships to identify ways to build new business and deepen relationships
  • Ensures that new clients are successfully transitioned into our service department upon completing the new account onboarding process
  • Utilizes Salesforce to keep all transaction and case statuses updated, also logging all communication.
  • Builds and maintains relationships with account holders and referral sources
  • Collaborates with the management team for special events or meetings
  • Works across departments to assist with special projects, as necessary
  • Attends industry trade shows, seminars, conferences, and networking events on occasion (some nights/weekends may be required)
  • Follows assigned work schedule with regular and predictable attendance
  • Perform other duties as assigned

QUALIFICATIONS
  • Bachelor's Degree required or 2+ years of relevant work experience
  • 2 years of experience in the financial sector, specifically working with advisers, financial planning, asset management programs, and private placement funds
  • Excellent verbal and written communication skills
  • In person interaction that includes actively collaborating with colleagues and participating in team or company meetings

PROFESSIONAL CERTIFICATIONS
  • None

TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
  • Proficient in Microsoft Office Suite

CULTURAL COMPETENCIES
In addition to our core company competencies of Excellence, Passion, Integrity, and Collaboration, a successful candidate in this role should exhibit the following behavioral competencies:
  • Attention to Detail & Accuracy: Consistently produces accurate work in transaction processing and data entry while maintaining high quality standards
  • Client Focus & Communication: Responds promptly to client needs, provides clear and professional communication, and follows through on commitments
  • Accountability & Time Management: Takes ownership of assigned work, manages competing priorities effectively, and meets service level agreements consistently
  • Adaptability & Learning: Embraces new processes and systems, seeks opportunities to expand knowledge, and adjusts to changing work demands
  • Collaboration & Teamwork: Works effectively with colleagues across departments, shares knowledge, and contributes to team success

PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Apply