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Assistant Client Onboarding Jobs in Texas (NOW HIRING)

... or client onboarding support. * Develop project task lists, coordinate team participation, and ... * Assist with onboarding and training of new team members across all functional areas. * Foster a ...

KEY RESPONSIBILITIES New Business Client Onboarding Serve as the primary point of contact for new ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

KEY RESPONSIBILITIES New Business Client Onboarding * Serve as the primary point of contact for new ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Client Onboarding & Information Management * Facilitate a seamless onboarding experience by ... You are highly motivated, proactive, a team player, and willing to assist in all tasks. * You have ...

Client Experience Representative

Dallas, TX · On-site

$14.75 - $20/hr

Introduce carriers to the various options for payment methods, as well as other Triumph services and offerings. * Assist carriers through new client onboarding process. * Accountable for achieving ...

KEY RESPONSIBILITIES New Business Client Onboarding • Serve as the primary point of contact for ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Client Service Associate - Dallas

Dallas, TX · On-site

$14.25 - $19.75/hr

... client onboarding, implementation, and on-going client maintenance * Act as a primary point of ... * Assist advisory team members coming out of client and prospective client meetings with any post ...

Client Service Associate - Dallas

Dallas, TX · On-site

$14.25 - $19.75/hr

... client onboarding, implementation, and on-going client maintenance * Act as a primary point of ... * Assist advisory team members coming out of client and prospective client meetings with any post ...

Client Service Associate - Dallas

Dallas, TX · On-site

$14.25 - $19.75/hr

... client onboarding, implementation, and on-going client maintenance * Act as a primary point of ... * Assist advisory team members coming out of client and prospective client meetings with any post ...

Contract to Perm Collections Specialist (Remote)

TX · Remote

$18.25 - $24.75/hr

Client Onboarding Support: Assist in gathering financial documents and setting up new client profiles while ensuring compliance with procedures. * Payment Processing & Research: Handle credit card ...

Showing results 41-60

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 Texas?

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

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

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

Client Services Operations Specialist

Fish & Richardson

Austin, TX • On-site, Remote

$23.07 - $28.71/hr

Full-time

Medical, Dental, Retirement, PTO

Posted 3 days ago

New


Job description

Fish & Richardson, the premier global intellectual property law firm, is trusted by the world’s most innovative and influential companies. Fish was established in 1878, and now has more than 400 attorneys and technology specialists in the U.S., Europe, and China. Our success is rooted in our creative and inclusive culture, which values the diversity of people, experiences, and perspectives. Join Fish’s team in our fast-paced Accounting Department as a Client Services Operations Specialist. This role is part of The Hub, Fish’s remote-first group of professionals. Hub employees work primarily from home with no expectation of a regular in-office presence. This is a remote-first position, with a focus on candidates in GA, TX, MA, IL, DE, MN, NY, and DC.

Internal applicants: apply via UKG Pro by navigating to Myself > My Company> View opportunities.

How Will You Make a Difference?

  • Accurately and timely update the firm database(s) within Aderant Entity Manager and Sharepoint for all clients in accordance with firm process guidelines for each task. Update and maintain team sites and systems regarding billing, collections, and estimates requirements to ensure team accessibility to up to date information.
  • Support department’s quality control of invoices and client data, client onboarding intake, e-billing, and client data processes
  • Partner effectively with internal departments to align processes, communicate firm policies and procedures, and support the onboarding, accuracy, and ongoing maintenance of client information.
  • Manage an assigned portfolio of matters while maintaining effective communication with attorneys, staff, and clients and safeguarding confidential firm and client information. Collaborate with attorneys and internal departments to review engagement letters and Outside Counsel Guidelines (OCGs) and implement client-specific billing requirements.
  • Manage and enforce outside counsel guidelines, implementation, and enforcement. Conduct regular audits to ensure adherence to client billing requirements and firm policies.
  • Identify, analyze, and resolve complex operational issues impacting clients. Manage the intake, tracking, escalation, and timely resolution of inquiries and issues raised by clients, attorneys, and internal stakeholders.
  • Coordinate communication between assistant/billing attorney and other departments to address concerns and serve as first point of escalation to resolve issues.
  • Ensure the accurate documentation, setup, and ongoing maintenance of client billing and collections requirements to support operational efficiency, consistency, and cross-functional collaboration.
  • Assist in creating revised or new reporting, analytics, and systematic processes as business needs evolve and new tools become available.
  • Work with other departments to ensure prompt resolution of client disputes for both routine and complex billing issues.

What Will You Bring to the Table?

  • A minimum of a High School diploma or equivalent is required.
  • A Bachelor’s degree in business administration or closely related field is preferred.
  • 1+ years of legal administrative support, database management and/or billing experience is required.
  • Demonstrated working knowledge of Aderant and BillBlast software, or related billing software/product is preferred.
  • Proficiency with Microsoft Excel, Word, and Outlook is required.
  • Demonstrated ability and focus on delivering excellent customer service.
  • Strong interpersonal and communication skills to communicate effectively, both orally and in writing, in a professional manner when dealing with all levels of legal, management, and support staff.
  • Ability to perform multiple tasks under limited supervision, pay close attention to details, follow tasks to completion, and meet deadlines in a fast-paced environment.
  • Ability to change and adapt to current and future responsibilities and circumstances, with consistent adherence to firm policies and procedures.
  • Ability to work well within a team-oriented environment and contribute to effective team relationships.

Why Fish?

When you join our team, we offer:

  • Competitive pay and discretionary bonus opportunities along with a rich benefits package, including comprehensive medical and dental coverage, generous paid time off, and tuition reimbursement
  • Award-winning retirement and profit sharing plans with employer contribution
  • A family-friendly atmosphere with back-up child care, as well as health and wellness initiatives
  • A positive culture ranked as one of the best in the country in Vault’s 2026 law firm survey
  • Final compensation will be based on a variety of factors including education, experience, skills, professional background, overall qualifications, and location.
    • In Chicago, Minneapolis, and Washington D.C. the estimated starting pay is $23.07 - $28.71 per hour (based on a 37.5-hour workweek), which is equivalent to $45,000 - $56,000 annually.
    • In Boston, New York, San Diego, and Silicon Valley the estimated starting pay is $24.72 - $30.76 per hour (based on a 35-hour workweek), which is equivalent to $45,000 - $56,000 annually.

Our Commitment to Diversity

As a firm that serves the world’s greatest visionaries, we know that creativity and innovation are the result of seeing the world from multiple different perspectives. Having a diverse team enhances the quality of legal services we provide to our clients, sustains our standing as a premier IP law firm, and strengthens the fabric of our firm. 

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