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Assistant Client Onboarding Jobs (NOW HIRING)

Jefferies

Client Onboarding Associate

Jersey City, NJ · On-site

$70K - $90K/yr

... * Assist with process improvement initiatives to enhance workflow efficiency, data quality, and ... Qualifications * 1-3 years of experience in client or account onboarding at a multi-national ...

Jefferies

Client Onboarding Associate

Jersey City, NJ · On-site

$70K - $90K/yr

... * Assist with process improvement initiatives to enhance workflow efficiency, data quality, and ... Qualifications * 1-3 years of experience in client or account onboarding at a multi-national ...

Equity Trust

Client Onboarding Specialist

Westlake, OH · On-site

The Onboarding Specialist partners with Sales to establish new client relationships by serving as ... Contacts various contra firms to assist clients with the facilitation of a transfer or rollover of ...

Equity Trust

Client Onboarding Specialist

Westlake, OH · On-site

JOB OVERVIEW The Onboarding Specialist partners with Sales to establish new client relationships by ... Contacts various contra firms to assist clients with the facilitation of a transfer or rollover of ...

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 ...

AmanaCare LLC

Onboarding Specialist

Lincoln, NE · On-site

$55K - $60K/yr

... lead to a client. * Assist in scheduling initial consultations and coordinate with Care ... Onboarding coordination and compliance * Coordinate internal communication between Recruiting, HR, ...

Amanacare LLC

Onboarding Specialist

Lincoln, NE · On-site

$55K - $60K/yr

... lead to a client. * Assist in scheduling initial consultations and coordinate with Care ... Onboarding coordination and compliance * Coordinate internal communication between Recruiting, HR, ...

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All JobsAssistant Client Onboarding Jobs

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 Jun 27, 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.

How to become a client onboarding specialist?

To become a client onboarding specialist, candidates typically need a background in customer service, communication, or related fields, along with strong organizational and interpersonal skills. Relevant experience in account management, familiarity with onboarding tools or CRM software, and a customer-focused approach are often required. Some roles may also prefer certifications in project management or customer experience.

What are client onboarding jobs?

Client onboarding jobs involve guiding new clients through the process of starting services or products, ensuring they understand procedures, complete necessary documentation, and set up accounts. These roles often require strong communication skills, attention to detail, and familiarity with customer relationship management (CRM) tools. The goal is to facilitate a smooth transition and establish a positive relationship from the beginning.

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 is the onboarding salary?

The onboarding salary for an Assistant Client Onboarding role varies depending on the company, location, and experience level. Typically, entry-level positions in this field offer salaries ranging from $40,000 to $60,000 annually, with some companies providing additional benefits and performance bonuses. It is advisable to review specific job postings for precise salary information.

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 does client onboarding do?

In the role of Assistant Client Onboarding, the process involves guiding new clients through the initial setup, collecting necessary information, and ensuring they understand the services or products. It helps establish a smooth relationship, improves client satisfaction, and sets the foundation for ongoing engagement. This process often requires strong communication skills and familiarity with onboarding tools or CRM systems.

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 June 2026, with employment types broken down into 73% Full Time, 17% Part Time, and 10% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $44,245 per year, or $21.3 per hour.
Client Onboarding Data Specialist

Client Onboarding Data Specialist

AllianceHCM

Conroe, TX • On-site

Full-time

Posted 10 days ago

Job description

Job Summary:
Alliance HCM is looking for a full-time Client Onboarding Data Specialist who will assist clients' HR teams in integrating their legacy data into the system. The role involves overseeing data extraction, cleansing, and transformation, as well as optimizing data migration processes.
Responsibilities:
• Provide clients' HR data teams with invaluable guidance related to legacy data requirements, establishing transformation and mapping rules, and working with high volumes of historical employee data.
• Oversee the proper extraction, cleansing, transformation, and loading of data from clients' legacy HR and payroll systems into our platform.
• Help the HR teams learn the proper procedures and coordinate with functional team members to identify and resolve any anomalies, missing values, or formatting errors.
• Profile data, validate algorithms, and manually reconcile the data before systemic imports.
• Manage formal hand-offs to the project manager and relevant specialists, providing them with the technical documents they need to ensure a smooth cutover and verify system readiness.
• Strategically optimize our data migration templates, scripts, and automated workflows to make our extraction and formatting processes even more efficient.
Qualifications:
Required:
• 3+ years of experience in data migration, database administration, or data analysis
• Advanced proficiency in ETL processes, relational database structures, and Microsoft Excel
• Working knowledge of SQL querying
• Familiarity with data governance principles and the secure handling of sensitive PII
• Sharp attention to detail with a methodical approach to quality assurance and documentation
Preferred:
• Familiarity with automated data testing frameworks or scripting languages like Python or Databricks
• Experience migrating data from legacy HCM or payroll platforms or working with HRIS data models and payroll structures
• Knowledge of data governance programs or PII compliance frameworks
Company:
AllianceHCM provides web-based solutions for payroll processing, talent acquisition, time management. and human resource services. Founded in 1989, the company is headquartered in The Woodlands, USA, with a team of 51-200 employees. The company is currently Growth Stage.

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