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Assistant Client Onboarding Jobs in Virginia (NOW HIRING)

Tax Manager

Fairfax, VA · Hybrid

$120K - $165K/yr

Lead, mentor, and develop team members through review and training * Assist partners with business development, client onboarding, and workflow efficiency Qualifications * Active CPA license ...

Tax Manager

Fairfax, VA · On-site

$120 - $165/hr

Lead, mentor, and develop team members through review and training * Assist partners with business development, client onboarding, and workflow efficiency Qualifications * Active CPA license ...

... * Assist with lost and damaged replacement requests according to approved procedures. * Address ... Shadow Tier II team members on onboarding, renewal, calibration, and account management activities ...

Client Relations Admin

Virginia Beach, VA · On-site

$35K - $44K/yr

... * Assist with lost and damaged replacement requests according to approved procedures. * Address ... Shadow Tier II team members on onboarding, renewal, calibration, and account management activities ...

Coordinate account onboarding, documentation, and maintenance activities * Assist with preparation of client meeting materials, reports, and presentations * Manage client account transactions, money ...

Coordinate account onboarding, documentation, and maintenance activities * Assist with preparation of client meeting materials, reports, and presentations * Manage client account transactions, money ...

Be Seen First

... assist with client meetings. ● Support client onboarding, document management, and recordkeeping. ● Handle confidential client information with discretion and integrity. ● Assist with ...

... items, and assist in follow up communication and implementation. * Relationship Management ... New Client Onboarding and Investment Integration: Collaborate with Advisors and Operations to ...

... items, and assist in follow up communication and implementation. * Relationship Management ... New Client Onboarding and Investment Integration: Collaborate with Advisors and Operations to ...

... items, and assist in follow up communication and implementation. * Relationship Management ... New Client Onboarding and Investment Integration: Collaborate with Advisors and Operations to ...

Showing results 21-40

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 Virginia?

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

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

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

Personnel Security Specialist I with Security Clearance

Industrial Security Integrators, LLC

Reston, VA • On-site

Other

Posted 2 days ago

New


Job description

PERSEC Specialist I - Personnel Security Operations Location: Hybrid, Remote
Work Authorization: U.S. Citizenship required Position Summary The PERSEC Specialist I is responsible for executing high-volume personnel security actions in support of client employees. This role focuses on onboarding, briefings, visit requests, and personnel record management within DISS and related systems to ensure timely and accurate processing of personnel security requirements. Key Responsibilities Personnel Processing & DISS Management * Update and maintain personnel security data and records within DISS, NBIS and internal systems (e.g., Security Control) * Support clearance processing activities, including onboarding, reinvestigations, and terminations * Assist with DISS reporting requirements and personnel record accuracy * Provide eApp support, login assistance, password resets, and applicant guidance throughout the security questionnaire process. * Assist client applicants with eApp submission requirements and provide guidance on completing security questionnaires in accordance with established procedures. Employee Security Actions * Conduct employee briefings, debriefings, and indoctrinations * Perform in-processing and out-processing for client personnel * Support annual and initial security briefings in accordance with requirements * Provide eligibility and status updates based on DISS or NBIS notifications * Verify personnel eligibility, access, and clearance status utilizing DISS, NBIS, and other authorized systems. * Assist clients with DISS, NBIS, and related personnel security system account access issues and escalation procedures. Visit Requests & Access Coordination * Submit and manage visit requests using DISS, and other required systems to include paper VARs * Coordinate access requirements for client personnel as directed Client Support * Follow established directives, regulations, and program requirements as directed by client FSOs or leads * Assist Facilities and PMO/Compliance teams with documentation support as needed * Maintain accurate personnel-related records across systems * Receive, track, and resolve personnel security requests through the organization's ticketing and service management platform. Internal Support * Execute work in accordance with established workflows, SOPs, directives, and program requirements * Escalate actions that require deeper review or specialist judgment to the PERSEC 2 coworkers or PERSEC 1 Lead as required * Assist other pillars teams as needed * Maintain accurate training records and briefing materials in internal systems Performance Expectations * Execute high-volume personnel transactions with speed and accuracy * Maintain up-to-date and audit-ready personnel records in DISS * Meet turnaround times for onboarding, visit requests, and briefings * Support consistent, compliant personnel security operations Qualifications Required * Minimum one (1) year of administrative, help desk, customer service, personnel security, industrial security, or related experience. * One (1) year or more of personnel security, industrial security, facility security, or related security experience. * High School Diploma or General Educational Development (GED). * Must be able to obtain and maintain a Secret Clearance. * Strong organizational skills with the ability to manage multiple tasks, maintain accurate records, and meet deadlines. * Demonstrated experience using a ticketing and service management platform (e.g., HaloPSA or similar) to manage service requests, document activities, communicate with clients through the system, and ensure timely and accurate resolution of issues. * Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and Teams. * Ability to learn and apply government security regulations, policies, and procedures. * Must complete required CDSE/STEPP training within designated timeframes, including: * FSO Program Management for Possessing Facilities curriculum (within 6 months of employment) * Establishing an Insider Threat Program training * Insider Threat Awareness training * Personally Identifiable Information (PII) training * Cyber Awareness training * CUI Training Preferred * Experience supporting Facility Security Officers (FSOs), Assistant Facility Security Officers (AFSOs), or industrial security programs. * Familiarity with NISS, DISS, NBIS, eApp, and DCSA processes * Current or previous eligibility for a U.S. Government security clearance. * Bachelor's degree in business administration, Criminal Justice, Security Management, or a related field. * Background in analytics, business operations, compliance management, records management, or process improvement. * Comfort utilizing AI tools such as ChatGPT or Claude to improve reporting, workflow design, SOP creation, onboarding processes, and operational efficiency. What Success Looks Like * Personnel actions are processed accurately and within established turnaround times * DISS and NBIS records and internal system data are current and audit-ready * Briefings, visit requests, and onboarding activities are executed consistently per defined workflows * Escalations are appropriate, routine work is handled independently, complex issues are surfaced promptly * Thrives in a fast-paced, high-volume environment while meeting performance, compliance, and client service expectations.