... of client employees. This role focuses on onboarding, briefings, visit requests, and personnel ... * Assist with DISS reporting requirements and personnel record accuracy * Provide eApp support ...
New
... of client employees. This role focuses on onboarding, briefings, visit requests, and personnel ... * Assist with DISS reporting requirements and personnel record accuracy * Provide eApp support ...
New
... of client employees. This role focuses on onboarding, briefings, visit requests, and personnel ... * Assist with DISS reporting requirements and personnel record accuracy * Provide eApp support ...
New
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 ...
Quick apply
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 ...
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 ...
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 ...
Charlottesville, VA · On-site
$60K - $80K/yr
... * Assist in developing new referral sources and representing Blue Ridge well in all interactions. * Participate in client and advisor discussions to support onboarding and document needs. Process ...
Quick apply
Charlottesville, VA · On-site
$60K - $80K/yr
... * Assist in developing new referral sources and representing Blue Ridge well in all interactions. * Participate in client and advisor discussions to support onboarding and document needs. Process ...
Virginia Beach, VA · On-site
$20 - $23/hr
... * 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 ...
Quick apply
Virginia Beach, VA · On-site
$20 - $23/hr
... * 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 ...
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 ...
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 ...
Lead client onboarding (virtual or in‑person) focused on goals, history, and lifestyle. * Build ... Host or assist with in‑person onboarding appointments and review of program expectations. * Take ...
Quick apply
Lead client onboarding (virtual or in‑person) focused on goals, history, and lifestyle. * Build ... Host or assist with in‑person onboarding appointments and review of program expectations. * Take ...
$60K - $80K/yr
Coordinate account onboarding, documentation, and maintenance activities * Assist with preparation of client meeting materials, reports, and presentations * Manage client account transactions, money ...
Quick apply
$60K - $80K/yr
Coordinate account onboarding, documentation, and maintenance activities * Assist with preparation of client meeting materials, reports, and presentations * Manage client account transactions, money ...
$60K - $80K/yr
Coordinate account onboarding, documentation, and maintenance activities * Assist with preparation of client meeting materials, reports, and presentations * Manage client account transactions, money ...
Quick apply
$60K - $80K/yr
Coordinate account onboarding, documentation, and maintenance activities * Assist with preparation of client meeting materials, reports, and presentations * Manage client account transactions, money ...
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
Waynesboro, VA · On-site
$21.61 - $40.04/hr
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
Waynesboro, VA · On-site
$21.61 - $40.04/hr
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
Waynesboro, VA · On-site
$21.61 - $40.04/hr
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
Waynesboro, VA · On-site
$21.61 - $40.04/hr
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
Be Seen First
Virginia Beach, VA · On-site
$33K - $35K/yr
... assist with client meetings. ● Support client onboarding, document management, and recordkeeping. ● Handle confidential client information with discretion and integrity. ● Assist with ...
Quick apply
Be Seen First
Virginia Beach, VA · On-site
$33K - $35K/yr
... assist with client meetings. ● Support client onboarding, document management, and recordkeeping. ● Handle confidential client information with discretion and integrity. ● Assist with ...
Richmond, VA · On-site
$75K/yr
... items, and assist in follow up communication and implementation. * Relationship Management ... New Client Onboarding and Investment Integration: Collaborate with Advisors and Operations to ...
Richmond, VA · On-site
$75K/yr
... 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 ...
Richmond, VA · On-site
... items, and assist in follow up communication and implementation. * Relationship Management ... New Client Onboarding and Investment Integration: Collaborate with Advisors and Operations to ...
Richmond, VA · On-site
... items, and assist in follow up communication and implementation. * Relationship Management ... New Client Onboarding and Investment Integration: Collaborate with Advisors and Operations to ...
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
Waynesboro, VA · On-site
$21.61 - $25.69/hr
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
Quick apply
Waynesboro, VA · On-site
$21.61 - $25.69/hr
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
The individual in this position will provide client service, assist with marketing initiatives, and ... onboarding, and service. * Collaborate with the marketing department to develop division specific ...
| Aspect | Assistant Client Onboarding | Client Onboarding Specialist |
|---|---|---|
| Credentials | High school diploma or equivalent; some roles may require basic certifications | Bachelor's degree often preferred; certifications in customer service or onboarding are common |
| Work Environment | Supportive office or remote team assisting with onboarding tasks | Client-facing roles, often in financial, tech, or consulting industries |
| Employer Usage | Entry-level support role within onboarding teams | Specialized role responsible for managing the onboarding process end-to-end |
| Search & Comparison Intent | Often searched by those seeking entry-level onboarding support roles | Compared 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.
The most popular types of Client Onboarding jobs in Virginia are:
Cities in Virginia with the most Assistant Client Onboarding job openings:
Reston, VA • On-site
Other
Posted 2 days ago
New
Sourced by ZipRecruiter
11 - 50 Employees
Herndon, VA, US
2010