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Client Onboarding Analyst Associate Jobs (NOW HIRING)

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

The ideal candidate will possess strong organizational skills, an analytical mindset, and a ... The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and ...

Alchelyst group

$80K - $110K/yr

Alchelyst is a client solutions and infrastructure partner for private markets asset managers ... The Analyst will be responsible for onboarding and servicing new distribution and financial ...

New York Life

Agent Onboarding Analyst

Pittsburgh, PA · On-site

$43K - $47K/yr

Associate or bachelor's degree * Experience in insurance/financial services, licensing/contracting, or new agent onboarding * Familiarity with background checks/fingerprinting workflows and basic ...

New York Life

Agent Onboarding Analyst 94638

Macon, GA · On-site

$43K - $47K/yr

Associate or bachelor's degree * Experience in insurance/financial services, licensing/contracting, or new agent onboarding * Familiarity with background checks/fingerprinting workflows and basic ...

Harbourvest

Associate, Client Onboarding

Client Onboarding Associate For over forty years, HarbourVest has been home to a committed team of ... Strong problem-solving and analytical skills * Ability to work across multiple teams and different ...

New York Life

Agent Onboarding Analyst 94637

Lubbock, TX · On-site

$40K - $43K/yr

Associate or bachelor's degree * Experience in insurance/financial services, licensing/contracting, or new agent onboarding * Familiarity with background checks/fingerprinting workflows and basic ...

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Client Onboarding Analyst Associate information

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$14

$32

$53

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

As of Sep 14, 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?

Cities with the most Client Onboarding Analyst Associate job openings:

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 Associate

Birmingham, AL • On-site

Stonex Group, Inc.
Finance and Insurance • 1 - 5K employees
Learn more about Stonex Group, Inc.external

Full-time

This job post has expired 3 days ago. Applications are no longer accepted.

Job description

Overview
Connecting clients to markets - and talent to opportunity.
With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.
Responsibilities
We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed Accounts Team. This role is responsible for facilitating the onboarding of managed account relationships, supporting portfolio model implementation, and servicing client accounts across portfolio management platforms. The ideal candidate will possess strong organizational skills, an analytical mindset, and a commitment to delivering exceptional service to financial advisors and clients. The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and internal departments to ensure a seamless onboarding experience and ongoing account maintenance.
  • Coordinate the onboarding of managed account relationships from account opening through funding and implementation.
  • Review account documentation for completeness and accuracy, ensuring compliance with firm and regulatory requirements.
  • Assist advisors and internal partners with account setup, releasing accounts to invest, and account maintenance requests.
  • Assist with the creation, maintenance, and implementation of investment models within portfolio management systems.
  • Process account maintenance requests, tradee holds, cash raises, model changes, and other service-related transactions.
  • Support advisors with portfolio management system inquiries and account servicing needs.
  • Research and resolve account discrepancies in a timely manner.

Qualifications
  • Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field.
  • 1-3 years of experience in wealth management, investment advisory services, financial services, or account administration.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office, particularly Excel.
Preferred
  • Experience supporting managed accounts or advisory platforms.
  • Knowledge of portfolio management systems such as Envestnet, Advyzon, or similar platforms.
  • Familiarity with investment models, portfolio construction concepts, and account management processes.
  • Understanding of brokerage and advisory account operations.

This onsite entry level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region.
Relocation will not be provided for this position.
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