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Client Onboarding Analyst Associate Jobs (NOW HIRING)

New York Life

Agent Onboarding Analyst 94633

Tampa, FL

$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 ...

PNC

Client Onboarding Associate

Phoenix, AZ · On-site

The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and Service teams. The COA, together with the Advisors, Service Partners and other PNC Private Bank team members ...

Doxel

Onboarding Analyst, Customer Success

Charlotte, NC · On-site +1

$80K - $95K/yr

Own the requirements for each onboarding in your portfolio - know what "done" looks like and track ... Analytics, or similar - with a history of tracking and driving measurable improvements

New York Life

Agent Onboarding Analyst 94627

Arvada, CO

$45K - $50K/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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All JobsClient Onboarding Analyst Associate Jobs

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 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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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.

Onboarding Analyst (Call/Text customer success)

Austin, TX • On-site, Remote

HYROS
See more jobs at HYROSexternal

Full-time

Re-posted 21 days ago

Key responsibilities

  • Assist clients in setting up their sales tracking in the company's system efficiently.

  • Read and edit code, including HTML and basic scripts, to support client onboarding.

  • Communicate with clients via text to ensure successful onboarding and setup.

Job description

HYROS is looking to hire 2 onboarding analysts at our company who have a history of working in marketing-related companies.
If you have strong technical and problem-solving skills, used marketing software, or worked with any type of paid advertising this would be a great long-term fit for you with tons of growth potential.
Our company works with only large VIP clients spending hundreds of thousands/to millions per month and the way we do this best is working on a near 1 to 1 basic with each client as much as we can.
As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible.
If you are interested send me your resume here. When applying, please generate a short video mentioning who is your favorite superhero and the main reason behind that.
Requirements
YOU MUST have these skills:
-The ability to read code and edit HTML/basic scripts;
-Experience with Google Adwords and Facebook ad manager;
-Past experience in customer success (NOT just support) preferably at a SaaS company;
-Perfect text communication skills;
-Extreme attention to detail;
Preferable:
-Experience with tools like Clickfunnels, Marketing CRMs, Autoresponders, and similar marketing software;
We are very close to scale mode at our company, so there is a huge opportunity to grow into larger roles here as well. Every day we bring on brands you probably do business with already;
Large celebrity influencers, giant commerce brands, people you see on TV or advertising on TV. If you're looking to work with exciting impactful clients, we got them;
Please refer to our culture deck on our site. We hire based on culture first, ability to learn a fast second, and skills last.
Benefits
At HYROS we hire people to work with us for 5-10 years Plus. Our main focus is coaching our team members and helping them grow in the company to become more valuable long-term assets.
We are not looking for short-term silicon valley mercenary types.
We are remote.
You will be looked after and become part of our online family. There is also potential for large amounts of career growth. Two of our vice presidents started as support people. We are constantly promoting and hiring within!
We are building the most advanced attribution and AI training system on the web. Our mission, though, is to change online advertising entirely by making it push-button easy to gather and read data to see insights in your business previously reserved for companies with data scientists and analytic departments.
We want to be like a cyborg upgrade any entrepreneur can slap on their head to instantly become 10x smarter and knowledgeable with their business effortlessly.

Apply