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Assistant Client Onboarding Jobs (NOW HIRING)

SMBC

Client Management - Associate

Manhattan, NY · On-site

$78K - $125K/yr

Work directly with the Head of Client Lifecycle, Client Management Lead and functional teams (Legal, Credit, KYC, etc) to drive priority clients through the pre-trade onboarding process * Assist in ...

SMBC

Client Management - Associate

Manhattan, NY · On-site

$78K - $125K/yr

Work directly with the Head of Client Lifecycle, Client Management Lead and functional teams (Legal, Credit, KYC, etc) to drive priority clients through the pre-trade onboarding process * 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 ...

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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 Jun 6, 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 May 2026, with employment types broken down into 81% Full Time, 16% Part Time, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $44,245 per year, or $21.3 per hour.
Vice President AI Strategy, Client Onboarding & Service

Vice President AI Strategy, Client Onboarding & Service

JP Morgan Chase

Chicago, IL

$142K - $183K/yr

Full-time

Medical, Retirement

Posted 18 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 468 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

AI Strategy VP, Client Onboarding and Service

Are you ready to lead transformative AI initiatives that shape the future of client onboarding and service? Join us to drive innovation, scale impactful solutions, and influence the strategic direction of a global financial leader. This is your opportunity to work at the forefront of AI adoption, collaborating with senior leaders and high-performing teams to deliver measurable results. Together, we'll set new standards for operational excellence and client experience. Make your mark in a role where your leadership and vision will have firmwide impact.

Job Summary

As an AI Strategy VP in the Client Onboarding and Service team, you will drive the end-to-end delivery of AI-enabled solutions that transform client onboarding, servicing, and contact center operations. You will partner with cross-functional teams to prioritize, implement, and scale AI solutions, ensuring alignment with business goals and measurable outcomes. We value collaboration, transparency, and a culture of continuous improvement-your leadership will help us achieve our ambitious goals and set new benchmarks for success.

Job Responsibilities

  • Lead the intake, evaluation, prioritization, and scaling of AI use cases across client onboarding, servicing, and contact center functions
  • Manage the AI portfolio operating model, including documentation, implementation, change management, and ongoing planning
  • Define and track key performance indicators (KPIs) and objectives and key results (OKRs) for program performance and outcomes
  • Produce and deliver executive-ready reporting on portfolio performance, outcomes, and key accomplishments
  • Build, lead, and mentor a high-performing team of program managers, ensuring the team has the skills, tools, and capacity to meet objectives
  • Drive a culture of continuous improvement through best practice sharing and lessons learned
  • Partner with cross-functional teams to align priorities, manage dependencies, and communicate risks and issues to leadership
  • Advise and influence senior leaders on portfolio priorities, capability investments, and major change initiatives
  • Build trusted relationships with key stakeholders to drive alignment, decision-making, and adoption of AI solutions
  • Remove blockers, manage escalations, and ensure timely delivery of program objectives
  • Design structured prompt patterns and interaction flows for agent assist, case triage, classification, summarization, and document processing

Required Qualifications, Capabilities, and Skills

  • Bachelor's degree required
  • 15 years of industry experience in program management and change management within a large-scale organization, focusing on transformation initiatives (for Singapore: must have 15 years' experience)
  • 7 years of experience in product ownership, business analysis, service design, consulting, or operations within financial services or a regulated environment (for Singapore: must have 7 years' experience)
  • Strong understanding of AI and machine learning algorithms, frameworks, and applications
  • High proficiency with Microsoft PowerPoint for executive-level documents and Excel for program analytics
  • Experience with Microsoft SharePoint and data visualization tools such as Alteryx or Tableau
  • Strategic thinking and problem-solving abilities, with proven experience applying analytical tools to develop solutions
  • Ability to work independently, manage multiple priorities, and deliver results in a fast-paced environment
  • Strong organizational and project management skills with attention to detail
  • Excellent interpersonal skills and ability to build effective partnerships with all levels of management across diverse functions and locations
  • Excellent oral and written executive-level communication and presentation skills

Preferred Qualifications, Capabilities, and Skills

  • Master's degree in business administration (MBA)
  • Prior experience in AI/ML technology delivery
  • Experience leading large-scale transformation initiatives in financial services or related industries
  • Demonstrated ability to influence senior stakeholders and drive major change initiatives
  • Experience in building and mentoring high-performing teams
  • Familiarity with governance, design standards, and performance measurement for AI programs
  • Professional qualifications from reputable training institutes or professional bodies (for Hong Kong: due recognition should be given)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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