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Client Onboarding Analyst Associate Jobs (NOW HIRING)

Citi

Client Onboarding Associate Analyst

Getzville, NY · On-site

$55K - $68K/yr

The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and ... Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client.

Citi

Client Onboarding Associate Analyst

Getzville, NY

$55K - $68K/yr

The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and ... Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client.

PRI Technology

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Client Onboarding-KYC

New York, NY · On-site

$70K - $95K/yr

Onboarding Associate will be part of the Underlying Principles onboarding team and will work ... Strong analytical skills and attention to detail, with the ability to handle confidential client ...

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Client Onboarding Analyst Associate information

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$32

$53

How much do client onboarding analyst associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for client onboarding analyst associate 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 is the difference between Client Onboarding Analyst Associate vs Client Onboarding Specialist?

AspectClient Onboarding Analyst AssociateClient Onboarding Specialist
CredentialsTypically requires a bachelor’s degree, relevant certifications (e.g., CAMS, CFA), and analytical skillsOften requires similar educational background, customer service experience, and industry certifications
Work EnvironmentFinancial institutions, banks, asset management firms, focusing on data analysis and process managementFinancial services, banks, and investment firms, emphasizing client interaction and onboarding procedures
Employer & Industry UsageCommonly used in banking, asset management, and financial servicesWidely used across financial institutions for client onboarding roles

The main difference is that the Client Onboarding Analyst Associate focuses more on data analysis, process optimization, and compliance, while the Client Onboarding Specialist emphasizes direct client interaction and onboarding procedures. Both roles require similar credentials and are integral to financial services firms' client onboarding processes.

What does a client onboarding analyst associate do?

A client onboarding analyst associate is responsible for guiding new clients through the onboarding process, verifying their information, and ensuring compliance with company policies. They coordinate with internal teams, utilize customer relationship management (CRM) tools, and maintain accurate records to facilitate a smooth transition for clients. Strong communication skills and attention to detail are essential in this role.

What cities are hiring for Client Onboarding Analyst Associate jobs?

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What states have the most Client Onboarding Analyst Associate jobs?

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Infographic showing various Client Onboarding Analyst Associate job openings in the United States as of September 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

Client Onboarding Analyst

Dallas, TX • On-site

Strategic Staffing Solutions
Professional, Scientific, and Technical Services • 201 - 500 employees
Learn more about Strategic Staffing Solutionsexternal

$23/hr

Full-time

Posted 2 days ago

New

Job description

Job Description Client Onboarding Analyst Location: Dallas, TX Pay Rate: $23.00/hour Position Overview Goldman Sachs is seeking a Client Onboarding Analyst to support its Private Wealth Management (PWM) Client Identification Program. This role is responsible for reviewing client documentation and ensuring new and existing accounts meet Client Identification Program (CIP), Anti-Money Laundering (AML), regulatory, country-specific, and internal control requirements. The Analyst will work closely with Private Wealth Management Sales and Financial Crime Compliance (FCC) teams to complete client onboarding and annual review activities while balancing regulatory requirements with business and client needs

Key Responsibilities Review and validate documentation for new and existing Private Wealth Management clients. Ensure client documentation satisfies CIP, AML, regulatory, country-specific, and internal policy requirements. Compile documentation packages for appropriate review, approval, and sign-off.

Complete annual client reviews accurately and within established procedures. Analyze client information, identify missing or inconsistent documentation, and take appropriate steps to resolve outstanding items. Learn and apply country-specific Client Identification Program requirements to daily onboarding activities.

Serve as a liaison between Financial Crime Compliance (FCC) and Private Wealth Management Sales teams. Manage client and internal stakeholder expectations throughout the onboarding and review process. Escalate documentation, regulatory, or compliance issues when appropriate.

Maintain a high level of accuracy while managing multiple cases and competing priorities. Develop an understanding of the PWM business while ensuring Goldman Sachs CIP standards and internal controls are consistently met. Required Qualifications Bachelor's degree required.

1+ years of financial services experience, preferably within: AML / Anti-Money Laundering Client Onboarding CIP / Client Identification Program KYC / Know Your Customer Compliance Regulatory Operations Experience reviewing client documentation and working within established policies and procedures. Proficiency with Microsoft Office, including Word and Excel, and web-based applications. Strong organizational and time-management skills.

Ability to multitask, prioritize, and manage multiple client cases. Strong analytical judgment and problem-resolution skills. Experience managing client or stakeholder expectations.

Excellent written and verbal communication skills.

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