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Client Onboarding Associate Jobs in Connecticut (NOW HIRING)

JCW Group

Client Support Associate

New Canaan, CT · On-site

$60K - $70K/yr

Coordinate new client onboarding, handle account setup tasks, and keep CRM records up to date. * Act as a central contact for client questions across digital banking, card services, and treasury ...

Bankwell

Private Client Group Support Associate

New Canaan, CT · On-site

$17.50 - $24/hr

Private Client Group Support Associate Bankwell is a commercial bank with over $3 billion in assets ... Client Onboarding & Relationship Support * Manage digital onboarding workflows for new PCG clients ...

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$13

$24

$39

How much do client onboarding associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client onboarding associate in Connecticut is $24.70, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $27.21 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 Connecticut? The most popular types of Client Onboarding jobs in Connecticut are:
What are popular job titles related to Client Onboarding Associate jobs in Connecticut? For Client Onboarding Associate jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Associate jobs in Connecticut look for? The top searched job categories for Client Onboarding Associate jobs in Connecticut are:
What cities in Connecticut are hiring for Client Onboarding Associate jobs? Cities in Connecticut with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Connecticut as of June 2026, with employment types broken down into 51% Full Time, 40% Part Time, 1% Temporary, and 8% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $51,374 per year, or $24.7 per hour.

Client Onboarding Specialist

TicketNetwork

South Windsor, CT • On-site

Full-time

Retirement

Re-posted 7 days ago

Job description

The CL Onboarding Specialist plays a vital role in expanding and strengthening RCN Capital's network of Correspondent Lender (CL) partners. This role is responsible for identifying, recruiting, and onboarding new CLs, guiding them through each stage of the onboarding process to ensure a smooth, organized, and engaging experience. By leveraging tools like Salesforce, Forecasa, and LinkedIn, along with creative outreach through podcasting and video content, the CL Onboarding Specialist helps drive brand visibility, build meaningful industry connections, and uncover emerging lending partners.
Beyond recruitment, this role manages the full administrative lifecycle of onboarding, including collecting registration documents, conducting due diligence, maintaining accurate CRM records, and coordinating demos, trainings, and follow-ups. Acting as a key point of contact, the CL Onboarding Specialist also helps identify problematic partners requiring corrective action, contributes to process improvements and automation enhancements, and partners cross-functionally to continually elevate the CL experience. Through proactive engagement and strong organizational execution, this role directly supports RCN's growth and the long-term success of our Correspondent Lender partnerships.
Primary Responsibilities:
  • Target and recruit new Correspondent Lenders across multiple lead sources to RCN
  • Coordinate with team to schedule sales calls, follow ups, calibrations, and assist with campaigns when needed
  • Take appropriate action of Banning and requesting Cease and Desists to problematic CLs who we will no longer be working with
  • Leverage LinkedIn and other tools such as podcasting and video content to enhance brand awareness and networking reach
  • Work within Forecasa to mine for Emerging Lenders and other potential CLs including contact information
  • Maintain Salesforce and update data as CLs progress through the Onboarding Stages
  • Provide feedback and assist with improving onboarding experience and automation refinement
  • Manage collection of registration docs and diligence and pull credit, background, entity statuses, etc
  • Collect and input missing data and send formal welcome letters
  • Schedule demos, trainings and manage maintenance requests and manage distro/CL onboarding inbox
  • Additional tasks and projects as assigned

Required Skills:
  • Excellent communication skills, both written and verbal
  • Affinity for cold calling and qualifying leads via phone
  • Strong attention to detail
  • Ability to work quickly and accurately in a fast paced environment
  • Ability to work effectively independently and as part of a team
  • Proficiency with MS Office Suite

Required Experience:
  • Internship or academic experience in a professional office role
  • Internship or academic experience in a professional phone-based role
  • Experience working in a real estate office, lender, bank, or financial services institution preferred
  • Experience or exposure to Salesforce or other CRM tools preferred
  • Experience with a LOS a plus

Education:
  • High School diploma or equivalent required
  • Associate's degree or Bachelor's degree in Business, Marketing, Communications, Real Estate, or related field preferred

Work Schedule:
  • Full time
  • Monday-Friday, 9:00AM to 6:00PM
  • First 90-days are onsite for training
  • Hybrid schedule after - up to 3 days/week remote

We Offer:
  • Growth-oriented work environment
  • Training opportunities
  • Casual dress policy
  • Competitive benefits, including 401K
  • Many more perks!

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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