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Assistant Client Onboarding Jobs (NOW HIRING)

HarbourVest

Senior Associate, Client Onboarding

Boston, MA · Hybrid

$100K - $115K/yr

The Senior Associate, Client Onboarding will work closely with our prospects and existing clients to assist with the fund closing process. This person will also work with many cross functional teams ...

Sitetracker

Customer Onboarding Analyst

New York, NY · On-site

... mastery with client interaction. What You'll Do As a Customer Onboarding Analyst, you'll ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Sitetracker

Customer Onboarding Analyst

Austin, TX

... mastery with client interaction. What You'll Do As a Customer Onboarding Analyst, you'll ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

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Assistant Client Onboarding information

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$26.5K

$44.2K

$60K

How much do assistant client onboarding jobs pay per year?

As of Jul 17, 2026, the average yearly pay for assistant client onboarding in the United States is $44,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $48,000.00 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.
More about Assistant Client Onboarding jobs
What cities are hiring for Assistant Client Onboarding jobs? Cities with the most Assistant Client Onboarding job openings:
What are the most commonly searched types of Client Onboarding jobs? The most popular types of Client Onboarding jobs are:
What states have the most Assistant Client Onboarding jobs? States with the most job openings for Assistant Client Onboarding jobs include:
What job categories do people searching Assistant Client Onboarding jobs look for? The top searched job categories for Assistant Client Onboarding jobs are:
Assistant Client Onboarding jobs near you
Infographic showing various Assistant Client Onboarding job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $44,245 per year, or $21.3 per hour.
Client Onboarding Specialist

Client Onboarding Specialist

Equity Trust

Westlake, OH

Full-time

Posted 18 days ago

Job description

*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the training and probationary period.JOB OVERVIEW

The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client account. Strives to improve client satisfaction, enhance and expand client relationships and provides additional opportunities or education related to the products and services available. Works cross functionally with Sales, Client Services, and Operations to strengthen client loyalty, referrals and retention.

RESPONSIBILITIES & DUTIES
  • Provides sales, service, and execution support for new client relationships by placing outbound calls to assist with establishing a new client account, providing status updates, and working to effectively fund their account.
  • Communicate via telephonically and by email to clients and referrals sources detailed instructions for the completion of activities.
  • Manage pipeline of existing clients, coordinating all aspects of account funding, online access, and investment processing.
  • Coordinates communication with internal operations partners to ensure successful completion of account funding and investment purchases.
  • Gathers, reviews, and verifies required transfer and investment documentation for completion and accuracy.
  • Contacts various contra firms to assist clients with the facilitation of a transfer or rollover of assets/cash.
  • Maintains thorough knowledge and understanding of Equity Trust's products and services.
  • Assist clients with online registration of the myEQUITY portal and walking clients through different functionalities within the portal.
  • Delivers distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous.
  • Recognizes client needs to offer additional opportunities or education related to their investment goals.
  • Facilitate client requested investment transactions by working with financial advisors, title companies and asset providers.
  • Builds rapport and strengthens relationships while servicing client needs.
  • Assist in improving the businesses online reputation by requesting clients to provide positive client feedback.
  • Works collaboratively in a team environment to achieve team, department, and overall business commitments.
  • Acts as trusted resource and support for the Sales Team
  • Assists other departments as needed
  • Follows assigned work schedule with regular and predictable attendance
  • Perform other duties as assigned
QUALIFICATIONS
  • Associate degree in business or related field preferred; three (3) years of experience in financial services industry may be considered in lieu of a degree
  • Minimum three (3) years of customer service experience
  • Retirement product knowledge or financial services experience preferred
  • In person interaction that includes actively collaborating with colleagues and participating in team or company meetings
PROFESSIONAL CERTIFICATIONS
  • None required
TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

  • Intermediate level proficiency Microsoft Office
  • Ability to type a minimum of 45 WPM (accurately) preferred
  • Basic 10 key skills
CORE VALUES

Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spell EPIC - because that's what we strive to be for our clients and stakeholders every day.

  • Excellence- Our standard
  • Passion- In everything we do
  • Integrity- Without compromise
  • Collaboration- Stronger together

We are looking for team members who embody these values in their daily work and interactions.

PHYSICAL DEMANDS/WORK ENVIRONMENTThis job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

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