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Assistant Client Onboarding Jobs in Virginia (NOW HIRING)

MediaCross

Onboarding Coordinator

Norfolk, VA · On-site

$38K/yr

... Client. You will report to the NEO Manager and work out of the CIVMAR Support Center at Naval ... assist with new employee access to base. * Carrying and responding to the assigned Duty Phone ...

MediaCross

Onboarding Coordinator

Norfolk, VA

$21.25 - $28/hr

... Client. You will report to the NEO Manager and work out of the CIVMAR Support Center at Naval ... assist with new employee access to base. * Carrying and responding to the assigned Duty Phone ...

MediaCross

Onboarding Coordinator

Norfolk, VA · On-site

$38K/yr

... Client. You will report to the NEO Manager and work out of the CIVMAR Support Center at Naval ... and assist with new employee access to base.Carrying and responding to the assigned Duty Phone ...

Layer 9

Support Technician (Onsite)

Suffolk, VA · On-site

$19 - $26.25/hr

Maintain system security with MFA, patching, antivirus, and firewall support. * Assist with client onboarding/offboarding and ensure clean transitions. * Contribute to process improvements and ...

WSP

Office Engineer

Herndon, VA · On-site

$90K - $135K/yr

... * Assist client and Joint Venture project management with the preparation of correspondence and internal and external presentations and products * On-boarding of personnel * Monitor and track all ...

WSP

Office Engineer

Herndon, VA · On-site

$90K - $135K/yr

... * Assist client and Joint Venture project management with the preparation of correspondence and internal and external presentations and products * On-boarding of personnel * Monitor and track all ...

Addison Group

HR Assistant

Reston, VA · On-site

$23 - $25/hr

... client is seeking a polished and organized HR Assistant to provide support to their HR team. This role involves handling a wide variety of administrative HR tasks, scheduling, and managing onboarding ...

Addison Group

HR Assistant

Springfield, VA · On-site

$23 - $25/hr

... client is seeking a polished and organized HR Assistant to provide support to their HR team. This role involves handling a wide variety of administrative HR tasks, scheduling, and managing onboarding ...

Addison Group

HR Assistant

Reston, VA · On-site

$23 - $25/hr

... client is seeking a polished and organized HR Assistant to provide support to their HR team. This role involves handling a wide variety of administrative HR tasks, scheduling, and managing onboarding ...

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All JobsClient Onboarding JobsAssistant Client Onboarding JobsAssistant Client Onboarding Jobs in Virginia

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:

Assistant Client Onboarding jobs near you

Financial Services Client Associate

LD&B Insurance Services

Harrisonburg, VA • On-site

$21.61 - $25.69/hr

Full-time

Re-posted 1 hour ago

Job description

Layman Diener Borntrager Insurance Agency - Client Associate (Flexible Work Location)
*Flexible Work Location
*Registered Client Associate Preferred 

The Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Client Associate provides operational assistance through account processing and monitoring, practice management (organizes Financial Services team logistics, maintains contact management information systems, and complies with firm policies and industry standards) and special projects. As a representative of the organization, the Client Associate aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values daily.

Essential Duties & Responsibilities:
  • Provide support for the Financial Services Division by assisting with client account opening, onboarding, and service.
  • Collaborate with the marketing department to develop division specific materials. 
  • Review and maintain operating processes to ensure efficient workflows while adhering to firm policies and industry standards. 
  • Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency and mastery across all financial services platforms. 
  • Cultivate professional relationships with clients by providing high-quality client experience.
  • Demonstrate regular and reliable attendance.
  • Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
  • Other duties as assigned by management.

Requirements:

Education, Requirements, Qualifications & Skills:
  • High school diploma or equivalent required. Additional college courses and/or office environment experience preferred. 
  • Ability to obtain current appropriate licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same. 
  • Adherence to compliance requirements of the regulatory bodies, broker-dealer and firm for non-registered persons. 
  • Excellent communication and interpersonal skills to effectively engage with clients and provide exceptional service.
  • Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
  • Must be a self-starter and capable of completing tasks with little or no supervision.
  • Knowledge of insurance regulations and compliance requirements.
  • Ability to understand and adhere to all requirements related to information security, privacy and confidentiality always.

Physical Requirements:
  • Must be physically able to work a minimum of 38 hours per week in the office.
  • Must be able to sit for long periods of time, which may include extensive use of personal computers and associated software.
  • Must possess the ability to hear, see, and speak.
  • Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms, stoop, and kneel.
  • Occasionally required to lift and carry up to 20 pounds.
  • Perform with a high-energy level and ability to handle stress-related situations daily.
  • Must have a valid state issued driver’s license and have the ability to operate a vehicle.
  • Must be able to drive and travel unaccompanied in diverse weather conditions.