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Assistant Client Onboarding Jobs in Florida (NOW HIRING)

Feldman Legal Group

Be Seen First

Intake Coordinator law firm

Tampa, FL · On-site

$37K - $47K/yr

  • Medical

  • Retirement

  • PTO

... while keeping our administrative and client onboarding processes running seamlessly ... Handle incoming and outgoing mail and packages. * Assist attorneys and paralegals with scheduling ...

New

Down2Earth

Client Support Specialist

Fort Myers, FL · On-site

$16.75 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Enter, track, and maintain accurate client service requests, tickets, feedback, and communication records in internal systems. * Assist with client onboarding tasks, including account setup ...

Down2Earth

Client Support Specialist

Fort Myers, FL · On-site

$16.75 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Enter, track, and maintain accurate client service requests, tickets, feedback, and communication records in internal systems. * Assist with client onboarding tasks, including account setup ...

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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 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 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

Payments Operations Specialist ( java backend )

Argyle Infotech

Tampa, FL • On-site

$30/hr

Other

Re-posted 7 days ago

Job description

Payments Operations Specialist (Java Backend)

Location: Tampa, FL

Work Model: 5 Days Onsite (Full Onsite Role) $30 Hr on c2c

Key Responsibilities:

  • Process and monitor daily ACH transactions including debits, credits, returns, and exceptions.
  • Execute daily payment operations across Wires, ACH, H2H, and API-based payment flows.
  • Support client onboarding, client refresh activities, and payment file configuration.
  • Perform operational readiness checks and assist with implementations for payment-related updates.
  • Troubleshoot payment issues and coordinate with internal teams to resolve discrepancies quickly.
  • Ensure all payment activities comply with NACHA rules, regulatory guidelines, and internal controls.
  • Handle exceptions, manage queues, and escalate operational issues as needed.
  • Prepare reconciliations, reports, and documentation for audits and internal reviews.
  • Collaborate closely with operations, product, technology, and onboarding teams to improve processes.
  • Communicate effectively with internal stakeholders and client-facing teams regarding payment inquiries.

Required Qualifications:

  • 3+ years of experience in payment operations, treasury operations, or banking operations.
  • Hands-on experience with ACH, Wires, and payment processing platforms.
  • Strong understanding of NACHA rules and payment exception workflows.
  • Excellent communication and client-facing skills.
  • Ability to manage multiple priorities and meet deadlines with high accuracy.
  • Knowledge of API and H2H payment workflows is a strong plus.

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