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Assistant Client Onboarding Jobs (NOW HIRING)

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 ...

ServiceWorks

Onboarding Specialist

Saint Louis, MO · On-site

You will conduct onboarding calls, configure accounts, assist with data entry and migration, and ... Demonstrated experience in customer onboarding or client onboarding, preferably for a SaaS or ...

company1342

Legal Assistant - Client Advocate

Richmond, VA · On-site

$51K - $66K/yr

This position is conducted in person, 8:30am-5:00pm, Monday-Friday, with the potential for one remote workday weekly after onboarding is complete. LAJC's Legal Assistant-Client Advocates communicate ...

New

Miller Zell

Director Client Solutions

Atlanta, GA · On-site

The Director, Client Solutions, will also be tasked with scoping and drafting onboarding and ... Ensure proposed solutions are feasible from production, cost, and timeline perspectives * Assist in ...

CNS Companies

Hiring & Onboarding Specialist

Lititz, PA · On-site

$18 - $21/hr

This role plays a critical part in ensuring regulatory compliance, supporting client onboarding ... Assist with providing DQF audit information and reporting support · Participate in client ...

Miller Zell

Director Client Solutions

Atlanta, GA

The Director, Client Solutions, will also be tasked with scoping and drafting onboarding and ... Ensure proposed solutions are feasible from production, cost, and timeline perspectives * Assist in ...

T-mapp

Onboarding Associate

Miami, FL

... * Assist with audits, regulatory requests, and ongoing investor documentation updates. * Identify opportunities to improve onboarding efficiency and client experience. What should you bring to the ...

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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.
Sales Assistant - Client Relationship Support

Sales Assistant - Client Relationship Support

M&T Bank

Pittsford, NY • On-site

$21.49 - $35.81/hr

Full-time

Posted 22 days ago

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 184 frontline employees who took The Breakroom Quiz

76th of 149 rated banks

Job description

Sales Assistant - Client Relationship Support
- Pittsford, NY
Launch your career in wealth management with M&T Bank. We're seeking a Client Relationship Associate (Sales Assistant) to support Financial Advisors while helping grow client relationships across an assigned branch or region. In this role, you'll partner closely with Advisors to deliver a seamless client experience-managing follow-ups, supporting onboarding, and preparing for client engagements. This is an opportunity to build foundational experience, contribute to business development efforts, and grow within a collaborative, high-performing team.
Primary Responsibilities:
  • Partner with Financial Advisors to support client relationships and deliver a seamless client experience across an assigned branch or region
  • Manage client follow-ups, servicing requests, and day-to-day communication with existing and prospective clients
  • Prepare for client meetings by coordinating schedules, gathering materials, and supporting onboarding activities
  • Assist with marketing materials, events, and seminars to support business development efforts
  • Track sales and referral activity to provide visibility into performance
  • Review and process documentation, ensuring accuracy and timely submission
  • Support trade processing, audit, compliance, and risk management activities

What You'll Bring
  • Client-first mindset with strong organizational and communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Experience in sales support, administration, or client service preferred
  • FINRA Series 99 (or ability to obtain) preferred

Education and Experience Required:
Associate's degree, or in lieu of a degree, a combined minimum of 2 years' higher education and/or work experience
Education and Experience Preferred:
Minimum of 1 years' sales and/or sales administration experience
FINRA Series 99 license
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.49 - $35.81 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Pittsford, New York, United States of America

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