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Client Onboarding Analyst Jobs (NOW HIRING)

MasterCard

Analyst, Customer Onboarding

Purchase, NY

Title and Summary Analyst, Customer Onboarding Who is Mastercard? Mastercard is a global technology company in the payments industry, operating as the world's fastest payment processing network. Our ...

MasterCard

Analyst, Customer Onboarding

O Fallon, MO · On-site

Title and Summary Analyst, Customer Onboarding Who is Mastercard? Mastercard is a global technology company in the payments industry, operating as the world's fastest payment processing network. Our ...

Axelon

Client Onboarder

Getzville, NY · On-site

$20 - $30/hr

Own the onboarding request from end to end. * Ensure the continued progression of the onboarding ... Take an active part in analyzing data on end-to-end processes for tracking turnaround times of ...

Grassi

Client Onboarding Specialist

Denver, CO · On-site

Job Summary We are currently seeking a Client Onboarding Specialist to join our team in our Denver ... Strong analytical and problem-solving skills * Exceptional organizational, planning and time ...

New York Life

Agent Onboarding Analyst 94153

Brooklyn, NY · On-site

$45K - $50K/yr

You will be a steward of the onboarding process-assisting with turning candidates into ready-to-sell agents and keeping everything running smoothly for our Partners. What You'll Do: * Perform tasks ...

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Client Onboarding Analyst information

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How much do client onboarding analyst jobs pay per hour?

As of Jul 4, 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.
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Client Onboarding Analyst jobs near you
Infographic showing various Client Onboarding Analyst job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

Onboarding Analyst (Call/Text customer success)

HYROS

Austin, TX • On-site

Full-time

Posted 10 days ago

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