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Client Onboarding Jobs (NOW HIRING)

Client Onboarding Analyst

Manhattan, NY · On-site

$80K - $110K/yr

Client Onboarding Analyst Location: New York City & Fort Worth, Texas Type: Full-time Department: Corporate Function Job Summary eClerx is seeking a Client Onboarding Analyst for the client ...

Client Onboarding Specialist Location: Remote Employment Type: Full-Time Job Overview We are seeking a highly motivated Client Onboarding Specialist. The ideal candidate will be responsible for ...

Client Onboarding Specialist Location: Remote Employment Type: Full-Time Job Overview We are seeking a highly motivated Client Onboarding Specialist. The ideal candidate will be responsible for ...

AVP - Client Onboarding

Manhattan, NY · On-site

$80K - $120K/yr

Drive onboarding efficiency by resolving issues, escalating risks as needed, and contributing to process improvements and special projects that enhance client experience and operational excellence.

Client Onboarding Analyst

Manhattan, NY · On-site

$80K - $110K/yr

Client Onboarding Analyst Location: New York City & Fort Worth, Texas Type: Full-time Department: Corporate Function Job Summary eClerx is seeking a Client Onboarding Analyst for the client ...

This position will be responsible for supporting the Sales department by managing all new client onboarding and account setup processes. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job ...

Job Summary We are currently seeking a Client Onboarding Specialist to join our team in our Denver, CO office . This role offers an exciting opportunity to be part of a dynamic and growing firm. In ...

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Client Onboarding information

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$14

$32

$53

How much do client onboarding jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for client onboarding in the United States is $32.02, according to ZipRecruiter salary data. Most workers in this role earn between $25.96 and $34.86 per hour, depending on experience, location, and employer.

How to become a client onboarding specialist?

To become a client onboarding specialist, candidates typically need a bachelor's degree in business, communications, or a related field, along with strong communication and organizational skills. Experience in customer service, account management, or sales can be beneficial, and familiarity with customer relationship management (CRM) tools is often required. Certifications in project management or customer success can enhance prospects in this role.

What is client onboarding?

Client onboarding is the process a client onboarding specialist or team uses to introduce new clients to a company's services, gather necessary information, and set expectations. It often involves completing paperwork, training, and establishing communication channels to ensure a smooth start. Effective onboarding helps build strong client relationships and ensures service delivery aligns with client needs.

What are the 5 C's of onboarding?

The 5 C's of onboarding typically refer to Compliance, Clarification, Culture, Connection, and Confidence. These elements help ensure new employees understand company policies, their role, and feel integrated into the team, which is essential for effective onboarding in client onboarding roles. Focusing on these areas can improve retention and performance during the onboarding process.

What are the key skills and qualifications needed to thrive in the Client Onboarding position, and why are they important?

To thrive as a Client Onboarding professional, you need strong project management skills, attention to detail, and a solid understanding of your company's products or services, often supported by relevant experience in customer service or account management. Familiarity with customer relationship management (CRM) systems, onboarding software, and documentation tools is typically required. Exceptional communication, problem-solving abilities, and relationship-building skills help set top performers apart. These skills are essential to ensure a smooth, positive experience for new clients, fostering long-term satisfaction and retention.

What is a Client Onboarding job?

A Client Onboarding job involves guiding new clients through the initial setup and integration process with a company’s products or services. This role ensures a smooth transition by addressing client needs, providing necessary training, and coordinating with internal teams. Effective onboarding helps establish strong relationships, improves customer satisfaction, and sets clients up for long-term success.

What is a client onboarding job?

A client onboarding job involves guiding new clients through the process of starting a service or account, ensuring they understand procedures and complete necessary documentation. It requires strong communication skills, attention to detail, and familiarity with customer relationship management (CRM) tools. The role aims to establish a positive initial experience and facilitate smooth integration into the company's offerings.

What are some common challenges faced in a Client Onboarding role, and how can I effectively overcome them?

Client Onboarding professionals often encounter challenges such as managing multiple client expectations, coordinating with various internal teams, and addressing unique client requirements within tight deadlines. To overcome these obstacles, it’s important to stay organized, proactively communicate updates, and set clear expectations with both clients and colleagues. Building strong relationships and understanding each client's specific needs can also help prevent misunderstandings and create a smoother onboarding experience. Many companies offer ongoing training and supportive team structures to help you navigate and succeed in these situations.

What cities are hiring for Client Onboarding jobs? Cities with the most 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 Client Onboarding jobs? States with the most job openings for Client Onboarding jobs include:
Infographic showing various Client Onboarding job openings in the United States as of June 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.
Client Onboarding Analyst

Client Onboarding Analyst

JPMorgan Chase & Co.

Charlotte, NC • On-site

$20.96 - $29.22/hr

Full-time

Medical, Retirement

Posted 8 days ago


JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 470 frontline employees who took The Breakroom Quiz

46th of 142 rated banks


Job description


Step into the role of a Product Implementation Specialist at JPMorganChase and be at the forefront of delivering top-tier treasury and banking solutions to our valued clients. Utilize your project management skills to lead complex implementations, ensuring a seamless and satisfying client experience. This position offers a unique entry point into the Client Onboarding organization, providing ample opportunities for personal and professional growth within a diverse and innovative global team.
As a Client Onboarding Analyst within Global Corporate Bank, you will be integral to the client onboarding process, ensuring smooth transitions to the Chase banking platform. Your responsibilities include executing strategic initiatives and projects while adhering to established procedures. You will perform a mix of routine and semi-routine tasks, focusing on accuracy and adequacy, and use your influence, critical thinking, and active listening skills to resolve queries and escalate unusual situations. Leveraging data and technology to drive insights and inform decisions will be part of your role. This position offers an opportunity to develop emotional intelligence and enhance your ability to manage emotions professionally.
Job responsibilities
  • Apply developing critical thinking skills to resolve routine queries and escalate any unusual situations in the onboarding process.
  • Utilize beginning proficiency in data and tech literacy to analyze and interpret data, providing continuous insights to inform decisions.
  • Contribute to the team's efforts by using influence and persuasion skills to establish credibility and trust during the client onboarding process.
  • Enhance emotional intelligence by recognizing, understanding, and managing emotions in professional interactions with clients and team members.
  • Develop onboarding project management skills under the guidance of experienced VP-CO's (Vice President, Client Onboarding)
  • Innovate and explore enhancements in service delivery.
  • Handle your own queue of projects, ensure adherence to project methodology and protocols to minimize risk.
  • Enhance project support processes and optimize efficiencies.
  • Explore creative and innovative ways to enhance project support processes and optimize efficiencies.
  • Utilize creative problem-solving and solid decision-making abilities to deliver business-driven results.

Required qualifications, capabilities and skills
  • Demonstrated ability to apply critical thinking skills to resolve routine queries and escalate unusual situations.
  • Proven experience in using influence and persuasion to establish credibility and trust in a professional setting.
  • Beginning proficiency in data and tech literacy, with a willingness to understand new/emerging technologies that impact business.
  • Developing emotional intelligence skills, with a focus on recognizing, understanding, and managing emotions in professional interactions.
  • Strong personal and team organizational skills to meet deadlines in a fast-paced environment, with emphasis on time management and attention to detail
  • Proactive and intrinsically motivated. Flexible in a dynamic work environment
  • Excellent written and verbal communication, adaptable to different audiences
  • Skills in digital innovation, adoption, and literacy (API, Transmission, Coding, etc)

Preferred qualifications, capabilities and skills
  • Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
  • Oversee project management activities to ensure timely and successful client onboarding.

Please note this role is not eligible for employer immigration sponsorship
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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