ZipRecruiter

Log In

1

Client Onboarding Associate Jobs in California (NOW HIRING)

Clear Street

AML Onboarding Associate

Del Mar, CA · On-site

$95K - $110K/yr

The AML Compliance Associate is responsible for supporting customer onboarding and ongoing due ... Bachelor's Degree or equivalent. * 2-5 years of experience in client onboarding for a retail broker ...

next page

Showing results 1-20

All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in California

Client Onboarding Associate information

See California salary details

$13

$25

$41

How much do client onboarding associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client onboarding associate in California is $25.62, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $28.22 per hour, depending on experience, location, and employer.

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 is a client onboarding associate?

A client onboarding associate is a professional responsible for guiding new clients through the onboarding process, ensuring all necessary documentation and account setup are completed efficiently. They often communicate with clients, coordinate internal teams, and use customer relationship management (CRM) tools to facilitate a smooth transition into the company's services.

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 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.

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 are the most commonly searched types of Client Onboarding jobs in California?

The most popular types of Client Onboarding jobs in California are:

What are popular job titles related to Client Onboarding Associate jobs in California?

For Client Onboarding Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Associate jobs in California look for?

The top searched job categories for Client Onboarding Associate jobs in California are:

What cities in California are hiring for Client Onboarding Associate jobs?

Cities in California with the most Client Onboarding Associate job openings:

Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 13% Part Time, 2% Temporary, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $53,298 per year, or $25.6 per hour.

Client Onboarding Implementation Manager Senior Associate

JPMorgan Chase & Co.

Irvine, CA • On-site

$90 - $130/hr

Other

Re-posted 2 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

Overview

Embark on a rewarding journey as a Client Onboarding Associate at JPMorgan Chase, where you\'ll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.

As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.

Job Responsibilities
  • Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
  • Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
  • Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
  • Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
  • Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.
Required qualifications, capabilities and skills
  • 3+ years of experience in managing and executing strategic initiatives in a professional field.
  • Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
  • Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
  • Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
  • Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.
Preferred qualifications, capabilities and skills
  • Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
  • Oversee project management activities to ensure timely and successful client onboarding.
  • Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
  • Foster digital literacy within the team to leverage technology in the onboarding process.
  • Implement cybersecurity measures to protect client data during the onboarding process.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for the position is contingent on JPMorgan Chase\'s review of criminal conviction history, including pretrial diversions or program entries.

#J-18808-Ljbffr

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply