ZipRecruiter

Log In

1

Client Onboarding Analyst Jobs (NOW HIRING)

Aston Carter

Operations Onboarding Analyst

Baltimore, MD · On-site

$26 - $28/hr

Client Onboarding Analyst The Operations Onboarding Analyst is responsible for facilitating all aspects of the account opening and funding process for new and existing clients across both private ...

Phaxis

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.

next page

Showing results 1-20

All JobsClient Onboarding Analyst Jobs

Client Onboarding Analyst information

See salary details

$14

$32

$53

How much do client onboarding analyst jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for client onboarding analyst 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.

What does a Client Onboarding Analyst do?

A Client Onboarding Analyst is responsible for guiding new clients through the process of setting up accounts and ensuring all necessary documentation and regulatory requirements are met. They act as a liaison between clients and internal teams to streamline the onboarding process, verify client information, and address any concerns or questions. Their work helps reduce risk and ensures compliance with industry standards and company policies, making the transition for new clients as smooth and efficient as possible.

What is the difference between Client Onboarding Analyst vs Client Relationship Manager?

AspectClient Onboarding AnalystClient Relationship Manager
Primary FocusFacilitating new client onboarding processesManaging ongoing client relationships
ResponsibilitiesVerifying client information, coordinating onboarding steps, ensuring complianceBuilding client rapport, addressing client needs, upselling services
Required SkillsAttention to detail, communication, knowledge of onboarding proceduresCommunication, relationship management, sales skills
Work EnvironmentCorporate, client-facing, process-drivenCorporate, client-facing, relationship-focused

While both roles involve client interaction, the Client Onboarding Analyst primarily handles the initial setup and compliance processes for new clients, ensuring a smooth transition. In contrast, the Client Relationship Manager focuses on maintaining and growing ongoing client relationships, addressing their needs, and fostering loyalty.

What are some common challenges faced by Client Onboarding Analysts during the onboarding process?

Client Onboarding Analysts often encounter challenges such as managing tight deadlines, navigating complex regulatory requirements, and coordinating between multiple internal teams and external clients. They must ensure all documentation is accurate and complete, which requires strong attention to detail and excellent communication skills. Additionally, adapting to evolving compliance standards and handling unique client needs can make the role dynamic and rewarding, but also demanding at times.

What Does a Client Onboarding Analyst Do?

A client onboarding analyst analyzes and improves an organization’s client onboarding process, or process of bringing in new business clients. Job duties involve developing onboarding systems to collect accurate client information, maintaining accurate data, ensuring regulatory compliance, and lowering overall business risk. This career requires an intimate understanding of the current process, including both customer service and management experience. Additional qualifications for a client onboarding analyst include strong communication skills, knowledge of relevant industry computer software, and the ability to work well on a team.

What are the key skills and qualifications needed to thrive as a Client Onboarding Analyst, and why are they important?

To thrive as a Client Onboarding Analyst, you need strong analytical skills, attention to detail, and a background in finance, business, or a related field, often supported by a relevant degree. Familiarity with client relationship management (CRM) systems, KYC/AML compliance tools, and onboarding platforms is typically required. Outstanding communication, problem-solving, and organizational abilities help build rapport with clients and coordinate efficiently across teams. These skills ensure seamless client integration, regulatory compliance, and high client satisfaction in a competitive financial environment.
More about Client Onboarding Analyst jobs
What cities are hiring for Client Onboarding Analyst jobs? Cities with the most Client Onboarding Analyst job openings:
Who are the top companies hiring for Client Onboarding Analyst jobs? The top employers for Client Onboarding Analyst jobs are:
What states have the most Client Onboarding Analyst jobs? States with the most job openings for Client Onboarding Analyst jobs include:
What job categories do people searching Client Onboarding Analyst jobs look for? The top searched job categories for Client Onboarding Analyst jobs are:
What are popular job titles related to Client Onboarding Analyst jobs? For Client Onboarding Analyst jobs, the most frequently searched job titles are:
Client Onboarding Analyst jobs near you
Infographic showing various Client Onboarding Analyst job openings in the United States as of May 2026, with employment types broken down into 80% Full Time, 13% Part Time, and 7% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

KYC & Client Onboarding Analyst

Market Securities

Casar, NC

Full-time

Posted 4 days ago

Job description

Role Summary:

Reporting to the Glo, the KYC & Client Onboarding Analyst will be responsible for conducting due diligence and Know Your Customer ("KYC") processes, including periodic reviews, in alignment with UK and EU regulatory requirements. The role ensures compliance with relevant onboarding policies under the Financial Conduct Authority (FCA), European Securities and Markets Authority (ESMA), and Anti-Money Laundering (AML) directives. The Analyst will also manage customer KYC inquiries and oversee the collection and maintenance of regulatory documentation necessary for client files and Management Information (MI) reporting. This is a client facing role and excellent communication skills written and spoke are essential.


Key Responsibilities:

  • Regulatory Compliance & Onboarding: Ensure that all onboarding activities align with UK and EU regulatory requirements, including FCA, ESMA, and AML guidelines.
  • KYC and Due Diligence: Conduct in-depth KYC assessments, screening against sanctions lists, identifying Politically Exposed Persons (PEPs), and evaluating adverse media reports.
  • Enhanced Due Diligence (EDD): Perform EDD analysis for high-risk clients, verifying Source of Wealth (SOW) and Source of Funds (SOF) as per UK and EU financial regulations.
  • Regulatory Client Classification: Classify clients in compliance with the FCA's Conduct of Business (COB) rules and ESMA's client categorization requirements under Mifid
  • Risk Assessment & Escalation: Identify and escalate potential risks related to financial crime, client activity, and regulatory compliance, ensuring adherence to reporting obligations.
  • Data Management & Documentation: Ensure accurate and up-to-date client records in internal systems, in accordance with regulatory record-keeping requirements.
  • Regulatory Documentation & Agreements: Execute and maintain compliance-related documents, including FIA Tech for listed futures and options business, and prepare OTC fee agreements for derivative products.
  • Collaboration & Coordination: Liaise with internal departments, including Compliance, Middle Office, and Sales teams, to facilitate seamless onboarding processes.
  • Process Improvement & Attention to Detail: Identify and implement process enhancements to optimize efficiency and accuracy in regulatory and compliance-related matters.
  • Management Information & Reporting: Generate compliance-related reports for senior management, supporting regulatory audits and internal reviews.
  • Communication & Stakeholder Engagement: Serve as a key point of contact for customer and broker KYC inquiries and regulatory compliance questions, ensuring effective communication with internal and external stakeholders.


Key Requirements:

  • Extensive experience (min 2 years) in AML and KYC within financial institutions, within the UK and EU regulatory landscape. Must understand MiFID2 and its regulatory frameworks
  • Native French speaker, excellent written French with ability to engage with French clients and internal stake holders.
  • Strong understanding of FCA, ESMA, and broader European financial regulatory frameworks related to client onboarding and ongoing monitoring. Including client classification, documentation standards, and cross-border requirements.
  • Experience in onboarding Structured Products and complex financial instruments is preferable.
  • Advanced proficiency in Microsoft Excel.
  • Excellent analytical and problem-solving skills with great attention to detail.
  • Ability to work under pressure and meet deadlines.
  • Strong communication skills, both written and verbal, to liaise effectively with colleagues, regulators, and clients.


This role is crucial in ensuring that the firm's client onboarding processes adhere to UK and EU regulations while maintaining operational efficiency and risk management integrity.



Apply