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Assistant Client Onboarding Jobs (NOW HIRING)

Barclays

IBK Onboarding Support Team, AVP

New York, NY

$135K/yr

Join Barclays as a IBK Onboarding Support Team, AVP, this role sits in a newly formed Client Deal ... Assistant Vice President Expectations * To advise and influence decision making, contribute to ...

Approvely

Onboarding Specialist

Fort Lauderdale, FL · On-site

Responsibilities: • Execute precise data entry and uphold the integrity of client information ... assist across departments as needed. • A Bachelor's degree in Business Administration, Human ...

iHomefinder

Onboarding Specialist (Onsite)

Eugene, OR · On-site

$24.05 - $27/hr

... client satisfaction) * Assist clients with platform installation, connection, and functionality questions * Close out completed onboarding cases and hand off clients to ongoing customer service ...

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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 Aug 7, 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.
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:
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 Data Onboarding Specialist

Addepar

Salt Lake City, UT • On-site

$106K - $132K/yr

Full-time

Posted 28 days ago

Job description

Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
The Role
As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role's primary responsibility is to assist institutional clients with authorization requirements for available data feeds, permission account data to authorized Addepar instances, and address all feed onboarding-related inquiries and requests within SLAs.
Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with large-scale institutional customers, data providers, and personnel across the organization. Professional proficiency in Spanish is required for this role, as you will directly support and manage the onboarding pipeline for our expanding Spanish-speaking and Latin American institutional client base.
Important: The working schedule for this role is from 8:00 AM to 4:00 PM MT, U.S. business days. With the understanding that the hours may fluctuate based on client needs and meetings outside designated work hours.
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $106,000 - $132,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
What You'll Do
  • Manage the data feed onboarding process for new Addepar clients, with a dedicated focus on complex institutional accounts, which includes but is not limited to:
  • Communicate and explain complex data onboarding workflows directly to institutional clients over calls and emails in both English and Spanish
  • Provide expert guidance and training to institutional clients on account eligibility and authorization requirements (e.g., LOA forms) for existing and new portfolio data feeds.
  • Provision received accounts to the appropriate Addepar environments
  • Work closely with tier-1 data providers and custodians to triage and address complex account onboarding requests and issues
  • Complete custodian-specific setup and feed connectivity workflows
  • Partner with Sales, Solutions Architects, and other internal Data teams to drive positive, high-touch client experiences
  • Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency
  • Assist with maintaining accurate, bilingual account onboarding instructions and related resources
Who You Are
  • 5+ years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector
  • Proven track record of working directly with institutional clients, managing complex stakeholder relationships, and navigating corporate financial structures
  • Professional proficiency or fluency in Spanish is required. You are comfortable conducting technical business calls and writing clear client correspondence in both English and Spanish
  • Outstanding communication & interpersonal skills with excellent attention to detail
  • A strong technical aptitude and a proactive interest in utilizing emerging AI-driven tools to optimize workflow efficiency and enhance problem-solving capabilities
  • Ability to think critically and effectively balance multiple complex institutional projects and processes simultaneously
  • Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes
  • Proactive and diligent in documenting team processes and finding opportunities to improve team workflows
  • Familiarity with using Salesforce, Jira, Google Suite, and CRM applications is preferable

Our Values
  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
  • Champion Our Clients - Exceed client expectations. Our clients' success is our success.
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.

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