Client Analyst
Cohoes, NY · On-site
$25/hr
Client Analyst Location: Cohoes, NY (Onsite) Duration: 12-Month Contract (Potential Contract-to ... This role serves as the primary point of contact during the client onboarding process while ...
Client Analyst
Cohoes, NY · On-site
$25/hr
Client Analyst Location: Cohoes, NY (Onsite) Duration: 12-Month Contract (Potential Contract-to ... This role serves as the primary point of contact during the client onboarding process while ...
Analyze onboarding workflows and recommend modifications to support continuous process improvement, scalability, and risk reduction. Document procedures and contribute to maintaining clear and ...
Analyze onboarding workflows and recommend modifications to support continuous process improvement, scalability, and risk reduction. Document procedures and contribute to maintaining clear and ...
Client Service Delivery Analyst
Greensboro, NC · On-site
$17/hr
Client Service Delivery Analyst Location: Greensboro, NC (Onsite at 400 Bellemeade Street, Suite 703) Duration: Temp - 12 months Pay Range: $[Provide:{RESOURCE MINIMUM PAY RATE (/HR)}]/hr $17/hr (W2 ...
Client Service Delivery Analyst
Greensboro, NC · On-site
$17/hr
Client Service Delivery Analyst Location: Greensboro, NC (Onsite at 400 Bellemeade Street, Suite 703) Duration: Temp - 12 months Pay Range: $[Provide:{RESOURCE MINIMUM PAY RATE (/HR)}]/hr $17/hr (W2 ...
Compliance Onboarding Analyst
New York, NY · On-site
$94K - $119K/yr
Compliance Onboarding Analyst The Onboarding & Compliance Analyst is responsible for executing the end-to-end onboarding lifecycle for high-value, complex client profiles, including institutional ...
Compliance Onboarding Analyst
New York, NY · On-site
$94K - $119K/yr
Compliance Onboarding Analyst The Onboarding & Compliance Analyst is responsible for executing the end-to-end onboarding lifecycle for high-value, complex client profiles, including institutional ...
Client Onboarding Manager, Paid Media
$60K - $70K/yr
Facilitate client kickoff meetings and coordinate the collection of all required credentials, assets, approvals, and onboarding information needed to complete the Paid Onboarding Analysis. * Manage ...
Client Onboarding Manager, Paid Media
$60K - $70K/yr
Facilitate client kickoff meetings and coordinate the collection of all required credentials, assets, approvals, and onboarding information needed to complete the Paid Onboarding Analysis. * Manage ...
MBCx Energy Analyst II
Little Rock, AR · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Little Rock, AR · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Tempe, AZ · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Tempe, AZ · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Metairie, LA · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Metairie, LA · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Little Rock, AR · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Little Rock, AR · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
Client Delivery Analyst II - Remote
Omaha, NE · Remote
$67K - $86K/yr
Complete Gap Analysis, as needed, to define system set-up requirements. * Provide consulting and guidance to client on the best approach to meet their business requirements for assigned ...
Client Delivery Analyst II - Remote
Omaha, NE · Remote
$67K - $86K/yr
Complete Gap Analysis, as needed, to define system set-up requirements. * Provide consulting and guidance to client on the best approach to meet their business requirements for assigned ...
MBCx Energy Analyst II
Tempe, AZ · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Tempe, AZ · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Tempe, AZ · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Tempe, AZ · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
Family Office Services Analyst
New York, NY · On-site
Bill Pay/Capital Call Onboarding, Opening, and Maintenance * Liaise with the Front Office once new ... Client Service * Develop strong working relationships with Front Office Relationship teams and ...
New
Family Office Services Analyst
New York, NY · On-site
Bill Pay/Capital Call Onboarding, Opening, and Maintenance * Liaise with the Front Office once new ... Client Service * Develop strong working relationships with Front Office Relationship teams and ...
New
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Metairie, LA · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
MBCx Energy Analyst II
Metairie, LA · On-site
... client portfolio. * Support onboarding of new buildings or systems into the MBCx monitoring ... Analytical and problem-solving skills. * Strong attention to detail. * Effective verbal and written ...
Serve as a client support project manager, including onboarding investor data, reconciling daily ... Well-developed quantitative and analytical skills. * Strong proficiency in Microsoft Office Suite ...
Serve as a client support project manager, including onboarding investor data, reconciling daily ... Well-developed quantitative and analytical skills. * Strong proficiency in Microsoft Office Suite ...
Client Onboarding Specialist - LATAM
New York, NY · Remote
$80K - $100K/yr
Client Onboarding Specialist - LATAM Location: Remote - United States (Preferred locations: New ... The firm provides business process management, automation, and analytics services to a number of ...
Client Onboarding Specialist - LATAM
New York, NY · Remote
$80K - $100K/yr
Client Onboarding Specialist - LATAM Location: Remote - United States (Preferred locations: New ... The firm provides business process management, automation, and analytics services to a number of ...
Client Onboarding Analyst information
See salary details
$14.90 - $18.42
4% of jobs
$18.42 - $21.94
11% of jobs
$21.94 - $25.46
5% of jobs
$26.16 is the 25th percentile. Wages below this are outliers.
$25.46 - $28.98
25% of jobs
The median wage is $29.73 / hr.
$28.98 - $32.50
22% of jobs
$34.46 is the 75th percentile. Wages above this are outliers.
$32.50 - $36.01
14% of jobs
$36.01 - $39.53
8% of jobs
$39.53 - $43.05
2% of jobs
$43.05 - $46.57
0% of jobs
$46.57 - $50.09
5% of jobs
$50.09 - $53.61
3% of jobs
$14
$32
$53
How much do client onboarding analyst jobs pay per hour?
As of Aug 16, 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?
| Aspect | Client Onboarding Analyst | Client Relationship Manager |
|---|---|---|
| Primary Focus | Facilitating new client onboarding processes | Managing ongoing client relationships |
| Responsibilities | Verifying client information, coordinating onboarding steps, ensuring compliance | Building client rapport, addressing client needs, upselling services |
| Required Skills | Attention to detail, communication, knowledge of onboarding procedures | Communication, relationship management, sales skills |
| Work Environment | Corporate, client-facing, process-driven | Corporate, 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.
How to become a client onboarding analyst?
To become a client onboarding analyst, candidates typically need a bachelor's degree in business, finance, or a related field. Relevant skills include strong communication, attention to detail, and proficiency with customer relationship management (CRM) tools. Gaining experience in client service or onboarding processes can also improve job prospects.
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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The top employers for Client Onboarding Analyst jobs are:
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$25/hr
Contractor
Re-posted 8 days ago
Job description
Job Description Role Title: Client Analyst Location: Cohoes, NY (Onsite) Duration: 12-Month Contract (Potential Contract-to-Hire) Pay Rate: $25/hour Position Overview We are seeking a bright, organized, and client-focused Client Analyst to support a busy Wealth Management and Client Services team. This role serves as the primary point of contact during the client onboarding process while supporting investment operations, account administration, client service, and operational workflows. The ideal candidate has experience supporting financial services, banking, wealth management, or corporate operations teams and enjoys working in a fast-paced, client-focused environment.
Key Responsibilities Client Onboarding & Relationship Support Manage the end-to-end client onboarding process. Maintain new business opportunities within Salesforce CRM. Support onboarding documentation, contracting, and client data management.
Introduce clients to digital platforms and available services. Maintain accurate client records. Financial Services experience.
Wealth Management experience. Investment Operations experience. Banking Operations experience.
Salesforce CRM experience. Client onboarding experience. Investment account processing.
Securities Industry Essentials (SIE) certification (preferred, not required) Required Qualifications Bachelor's Degree required. 2-5 years of corporate administrative, operations, or client service experience. Excellent written and verbal communication skills.
Strong attention to detail. Excellent organizational and multitasking abilities. Ability to work under pressure in a fast-paced environment.
Strong customer service orientation. Team player with professional communication skills.
About Strategystaff
Sourced by ZipRecruiter
Company size
201 - 500 Employees
Headquarters location
Sparta, NJ, US
Year founded
2008