ZipRecruiter

Log In

1

Assistant Client Onboarding Jobs in Seattle, WA (NOW HIRING)

Standish Management

Client Onboarding Fund Controller

Seattle, WA · On-site +1

$80K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Preparation and/or review of capital calls, LP communication documents, and other client deliverables * Assist with onboarding client investor information in software systems * Assist with historical ...

Standish Management

Client Onboarding Fund Controller

Seattle, WA · On-site

$80K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Preparation and/or review of capital calls, LP communication documents, and other client deliverables * Assist with onboarding client investor information in software systems * Assist with historical ...

Redwood

Assistant Director - Home Care

Everett, WA · On-site

$80K/yr

Assistant Director - Home Care REPORTS DIRECTLY TO: Director of Home Care DEPARTMENT: Home Care ... New Client Onboarding * With assistance from the Director, review referrals with supervisors.

Solid Rock Recruiting LLC

Tax Manager

Kirkland, WA · On-site

$120 - $165/hr

  • PTO

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

Solid Rock Recruiting LLC

Tax Manager

Seattle, WA · On-site

$120 - $165/hr

  • PTO

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

next page

Showing results 1-20

All JobsClient Onboarding JobsAssistant Client Onboarding JobsAssistant Client Onboarding Jobs in Seattle, WA

Assistant Client Onboarding information

See Seattle, WA salary details

$30.2K

$50.4K

$68.3K

How much do assistant client onboarding jobs pay per year?

As of Aug 15, 2026, the average yearly pay for assistant client onboarding in Seattle, WA is $50,352.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,700.00 and $54,600.00 per year, depending on experience, location, and employer.

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 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 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 the most commonly searched types of Client Onboarding jobs in Seattle, WA?

The most popular types of Client Onboarding jobs in Seattle, WA are:

What cities near Seattle, WA are hiring for Assistant Client Onboarding jobs?

Cities near Seattle, WA with the most Assistant Client Onboarding job openings:

Assistant Client Onboarding jobs near you

Client Onboarding Fund Controller

Standish Management

Seattle, WA • On-site, Remote

$80K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Job Description:
 
Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Fund Controller role plays a key role in helping to onboard new clients to Standish's fund accounting group. In conjunction with the Manager, the Fund Controller is responsible for managing the day to day operations of the client onboarding process, which includes preparation of client deliverables and communications.  
Essential Functions:
  • Develop a thorough understanding of the client's Fund structure and reporting (ie. blockers, splitters, AIVs) 
  • Supervision of gathering and organizing client onboarding
  • Preparation and/or review of capital calls, LP communication documents, and other client deliverables 
  • Assist with onboarding client investor information in software systems 
  • Assist with historical data implementation and review
  • Maintain status of projects in Standish's project management system 
  • Collaborate with the Manager to develop and implement best practices
  • Manage ongoing systems support for the firm
Minimum Requirements:
  • Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
  • Previous Private Equity/VC experience and knowledge of Partnership Accounting
  • Minimum 2-3 years of public accounting experience or equivalent
  • Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
  • Familiarity with QuickBooks or other accounting reporting systems (Allvue, eFront, etc.)
  • Attention to detail
  • Strong written and verbal communication
  • Able to multi- task
  • Ability to work in a team and individually
  • Strong organizational skills and work ethic
  • Adept using web-based data entry databases

Benefits Include: 

  • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
  • Comprehensive disability/maternity and paternity plans
  • 401K eligibility after 3 months
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • 8-10 standard holidays along with year-end office closure
  • We provide a flexible work environment for all employees. Employees can choose to be classified as "flex remote" or "flex office"  

*Compensation range: $80,000-95,000  annually. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.

Apply