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Assistant Client Onboarding Jobs in Missouri (NOW HIRING)

Rose Legal Services, LLC

Legal Assistant

Saint Louis, MO · Hybrid

$30/hr

We are seeking a full-time Legal Assistant to join our team. This position will primarily be based ... Oversee client onboarding to ensure a smooth and positive experience from initial contact to case ...

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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 Missouri?

The most popular types of Client Onboarding jobs in Missouri are:

What cities in Missouri are hiring for Assistant Client Onboarding jobs?

Cities in Missouri with the most Assistant Client Onboarding job openings:

Assistant Client Onboarding jobs near you
Infographic showing various Assistant Client Onboarding job openings in Missouri as of June 2026, with employment types broken down into 2% As Needed, 70% Full Time, 14% Part Time, 2% Temporary, and 12% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Client Service and Operations Associate

Northwestern Mutual

Chesterfield, MO • On-site

$50K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

170th of 315 rated insurance

Job description

Location: Chesterfield, MO
Job Title: Client Service and Operations Associate
Type of Position: Full-time
Hours per week: 40
FLSA Classification: Exempt
Working Hours: 8:00am-5:00pm
Compensation: $50-55k
Our mission is to help clients understand their current financial picture considering their future financial goals through a holistic planning process.
INTEGRITY | TRUST IN RELATIONSHIP | POSITIVITY | GENEROSITY | SELF-AWARENESS | RESPONSIBILITY | PLAYFULNESS
Job Summary
The Client Service and Operations Associate specialize in servicing clients and supports the financial advisor to ensure that their focus remains on building their business. They work closely with others on their team to provide ongoing administrative and operational support and implementation. The Client Service and Operations Associate is a liaison between the home office, financial advisor and clients.
Key Responsibilities
Client Service Support
  • Send meeting invites, send and follow up on requests for clients prior to meetings
  • Communicate and assist existing clients with anything they may need help with
  • Process client address, beneficiary, banking, and ownership updates and service requests
  • Process money movements, loan requests and repayments, policy surrenders
  • Assist clients with late payment notices and claims management
  • Manage CRM accuracy
  • Provide timely and confidential handling of client information

Operations Support
  • Ensuring NMIS and insurance compliance requirements are implemented and followed
  • Proactively prepare Advisors with all materials for client meetings and send follow-up summary emails after client meetings
  • Act as liaison among team, clients, and home office in client onboarding processes
  • Ensure seamless completion of all insurance policies from start to finish including creating applications, medical examiner communication, constant client follow up, underwriting communication, and coordinating with outside insurance vendors as needed
  • Prepare, process, track, fund, set up standing instructions for new investment accounts and confirm assets received and invested
  • Rollover calls with clients and implementation of new account

Minimum Job Requirements
  • Financial Services industry experience
  • Life and Health license required before starting date
  • Series 6 and 7 licenses preferred
  • Ability to proactively identify what needs to be accomplished and act
  • Ability to work both independently and in a team
  • Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
  • Strong analytical, problem solving, written and verbal communication skills
  • Independent learner who seeks knowledge and is adaptable to change

Benefits
  • Health, Vision, & Dental Insurance
  • Short-term Disability Insurance, Long-term Disability Insurance, Life Insurance
  • Simple IRA
  • PTO and holiday pay
  • Personal and professional development opportunities

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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