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Client Onboarding Associate Jobs (NOW HIRING)

Stretto

Client Onboarding Associate

Irvine, CA · On-site

$28.85 - $38.46/hr

Client Onboarding Associate (Treasury and Cash Management) Position Summary Client Onboarding Associates own the day-to-day execution of client onboarding for Treasury and Cash Management, advancing ...

Stretto

Client Onboarding Associate

Irvine, CA

Client Onboarding Associate (Treasury and Cash Management) Position Summary Client Onboarding Associates own the day-to-day execution of client onboarding for Treasury and Cash Management, advancing ...

PNC Bank

Client Onboarding Associate

Chicago, IL · On-site

$37K - $82.80K/yr

As a Client Service Associate within PNC's Private Bank organization, you will be based in ... Coordinates and produces relevant onboarding packages for validation and system processing.

PNC Bank

Client Onboarding Associate

Louisville, KY · On-site

$37K - $82.80K/yr

As a Client Service Associate within PNC's Private Bank organization, you will be based in ... Coordinates and produces relevant onboarding packages for validation and system processing.

PNC Bank

Client Onboarding Associate

Indianapolis, IN · On-site

$37K - $82.80K/yr

As a Client Service Associate within PNC's Private Bank organization, you will be based in ... Coordinates and produces relevant onboarding packages for validation and system processing.

NovaTech

Client Onboarding Associate

Irving, TX

Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing ...

NovaTech

Client Onboarding Associate

Memphis, TN

Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing ...

Jefferies

Client Onboarding Associate

Jersey City, NJ · On-site

$70K - $90K/yr

The Associate will work closely with Sales, Client Service, Operations, Middle Office, Technology ... Partnering with onboarding, tax operations, compliance, and front office teams to ensure seamless ...

Partners Capital

Client Onboarding Associate

Boston, MA · On-site

The Client Onboarding Associate located in Boston will be responsible for coordinating the onboarding and account opening for a range of clients, serving as a primary point of contact to new clients ...

Jefferies

Client Onboarding Associate

Jersey City, NJ · On-site

$70K - $90K/yr

The Associate will work closely with Sales, Client Service, Operations, Middle Office, Technology ... Partnering with onboarding, tax operations, compliance, and front office teams to ensure seamless ...

Jefferies

Client Onboarding Associate

Jersey City, NJ · On-site

$70K - $90K/yr

The Associate will work closely with Sales, Client Service, Operations, Middle Office, Technology ... Partnering with onboarding, tax operations, compliance, and front office teams to ensure seamless ...

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How much do client onboarding associate jobs pay per hour?

As of May 28, 2026, the average hourly pay for client onboarding associate in the United States is $25.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $28.61 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Onboarding Associate, and why are they important?

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What are some common challenges faced by Client Onboarding Associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

What does a Client Onboarding Associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

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What cities are hiring for Client Onboarding Associate jobs? Cities with the most Client Onboarding Associate job openings:
What are the most commonly searched types of Client Onboarding jobs? The most popular types of Client Onboarding jobs are:
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What job categories do people searching Client Onboarding Associate jobs look for? The top searched job categories for Client Onboarding Associate jobs are:
Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 90% Full Time, 7% Part Time, 1% Temporary, and 1% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $54,005 per year, or $26 per hour.
Client Onboarding Associate

Client Onboarding Associate

Stretto

Irvine, CA • On-site

$28.85 - $38.46/hr

Full-time

Posted 22 days ago

Job description

Client Onboarding Associate (Treasury and Cash Management)
Position Summary
Client Onboarding Associates own the day-to-day execution of client onboarding for Treasury and Cash Management, advancing requests with speed, precision, and follow-through. This role requires prompt acknowledgment, polished communication, accurate recordkeeping, and consistent coordination with clients, internal teams, and banking partners. Associates handle routine workflows independently, determine next steps, and proactively drive open items to completion. While the work follows established patterns, success depends on fast initial response, sound judgment in triage and escalation, and meticulous execution each day.
Essential Duties and Responsibilities
  • Acknowledge inbound requests from clients, internal teams, and banking partners promptly, confirm ownership, and communicate clear next steps and timing.
  • Prioritize multiple active workflows to coordinate the collection, review, and tracking of onboarding documentation to support timely account opening and maintenance.
  • Maintain accurate status trackers, account records, and internal systems so decisions, open items, and deadlines are always accurate, current, and accessible to senior team members.
  • Draft polished and concise written communications for clients, banking partners, and internal stakeholders regarding requirements, status, and follow-up items.
  • Manage inquiries received by phone, email, or other channels, resolve routine issues, and escalate higher-risk items appropriately after identifying likely solutions or next steps.
  • Support process documentation and other projects that improve team consistency, responsiveness, and operational efficiency.
  • Flexibility with respect to assigned responsibilities, shifting priorities, and evolving deadlines.

Education and/or Work Experience
  • Bachelor's degree required
  • 1 to 3 years of experience in operations, client service, banking, legal, compliance, or another regulated or detail-intensive environment.
  • Excellent written and verbal communication skills, including strong grammar, sound professional judgment, and the ability to write clear client-facing messages quickly.
  • Demonstrated ability to stay organized, maintain meticulous records, and manage multiple deadlines and workstreams at once while intaking new requests.
  • Capacity to work independently and figure out routine issues with limited supervision.
  • Professional demeanor, discretion, and respect for confidentiality and company policies.
  • Working proficiency in Microsoft Office, including Excel, and experience with CRMs.

Other Requirements
  • High responsiveness during agreed working hours, including prompt acknowledgment of messages even when the underlying task may be completed later.
  • Occasional after-hours and weekend work may be required depending on business needs.
  • Comfort in a role where timing, accuracy, consistency, and follow-through matter.
  • Adapts to shifting priorities and evolving deadlines while maintaining rigorous standards.
  • Proficiency with applications and tools generally used in a professional services environment.

Why Join Stretto?
At Stretto, you'll be part of a collaborative team that's dedicated to innovation, excellence, and growth. You'll have the opportunity to shape the direction of a rapidly expanding business unit while making a direct impact on the legal community.
The Company's salary ranges are determined by role, level, location and alignment with market data. Individual pay is determined through interviews and an assessment of various factors, including job-related skills, relevant education and experience, abilities of the applicant, and equity with other team members. The salary range listed here is subject to change at any time, at the Company's discretion, and does not alter in any way the at-will nature of the employment relationship.
Stretto offers a competitive and comprehensive benefits package, along with opportunities for growth. We are an equal opportunity employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law.
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About Stretto

Sourced by ZipRecruiter

Industry

Business management consulting

Company size

201 - 500 Employees

Headquarters location

Irvine, CA, US

Year founded

1987

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