You will work closely with senior CEM team members and internal partners to support client onboarding, ongoing servicing, and resolution of operational inquiries. Role Overview The Associate role is ...
You will work closely with senior CEM team members and internal partners to support client onboarding, ongoing servicing, and resolution of operational inquiries. Role Overview The Associate role is ...
Associate, Client Service
Wilmington, DE · On-site
You will work closely with senior CEM team members and internal partners to support client onboarding, ongoing servicing, and resolution of operational inquiries. Role Overview The Associate role is ...
Associate, Client Service
Wilmington, DE · On-site
You will work closely with senior CEM team members and internal partners to support client onboarding, ongoing servicing, and resolution of operational inquiries. Role Overview The Associate role is ...
Associate Customer Onboarding Manager
$14.25 - $19.50/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$14.25 - $19.50/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$14 - $19.50/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$14 - $19.50/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$13.75 - $18.75/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$13.75 - $18.75/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Private Client Relationship Associate
$38.80K - $48.50K/yr
Relationship Associate Private Client Service delivers highly customized and comprehensive service ... Proactively perform client account activities, such as new account onboarding, asset transfers ...
Private Client Relationship Associate
$38.80K - $48.50K/yr
Relationship Associate Private Client Service delivers highly customized and comprehensive service ... Proactively perform client account activities, such as new account onboarding, asset transfers ...
Associate Customer Onboarding Manager
$13.75 - $18.75/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$13.75 - $18.75/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$12.75 - $17.50/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$12.75 - $17.50/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$14 - $19.25/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$14 - $19.25/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$14.50 - $20/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
Associate Customer Onboarding Manager
$14.50 - $20/hr
The Associate Onboarding Manager must effectively communicate the importance of onboarding ... Operationalizing a client's technology solution requires thorough knowledge of software ...
$38.80K - $48.50K/yr
The Relationship Associate will follow the firm's best practices to ensure that all client-related ... Proactively perform client account activities, such as new account onboarding, asset transfers ...
$38.80K - $48.50K/yr
The Relationship Associate will follow the firm's best practices to ensure that all client-related ... Proactively perform client account activities, such as new account onboarding, asset transfers ...
Financial Advisor Associate - Bear, DE
Bear, DE · On-site
$61.88K - $92.56K/yr
TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to ... Completion of all requisite client onboarding documents * Provides education, coaching, Wealth ...
Financial Advisor Associate - Bear, DE
Bear, DE · On-site
$61.88K - $92.56K/yr
TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to ... Completion of all requisite client onboarding documents * Provides education, coaching, Wealth ...
Financial Advisor Associate - Wilmington, DE
Wilmington, DE · On-site
$61.88K - $92.56K/yr
TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to ... Completion of all requisite client onboarding documents * Provides education, coaching, Wealth ...
Financial Advisor Associate - Wilmington, DE
Wilmington, DE · On-site
$61.88K - $92.56K/yr
TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to ... Completion of all requisite client onboarding documents * Provides education, coaching, Wealth ...
Financial Advisor Associate - Bear, DE
Bear, DE · On-site
$61.88K - $92.56K/yr
TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to ... Completion of all requisite client onboarding documents * Provides education, coaching, Wealth ...
Financial Advisor Associate - Bear, DE
Bear, DE · On-site
$61.88K - $92.56K/yr
TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to ... Completion of all requisite client onboarding documents * Provides education, coaching, Wealth ...
Client Service Associate
$14 - $19.50/hr
Client Service Associate (CSA) Location: Wilmington, DE (in-office T,W,TH) Type: Full-Time At ... Manage onboarding, account maintenance, and ongoing service needs across multiple custodians and ...
Client Service Associate
$14 - $19.50/hr
Client Service Associate (CSA) Location: Wilmington, DE (in-office T,W,TH) Type: Full-Time At ... Manage onboarding, account maintenance, and ongoing service needs across multiple custodians and ...
Client Service Associate
Wilmington, DE · On-site
$14 - $19.50/hr
We're growing and we're looking for a Client Service Associate (CSA) to join our team. This role ... Manage onboarding, account maintenance, and ongoing service needs across multiple custodians and ...
Client Service Associate
Wilmington, DE · On-site
$14 - $19.50/hr
We're growing and we're looking for a Client Service Associate (CSA) to join our team. This role ... Manage onboarding, account maintenance, and ongoing service needs across multiple custodians and ...
Client Service Associate
$14 - $19.50/hr
We're growing and we're looking for a Client Service Associate (CSA) to join our team. This role ... Manage onboarding, account maintenance, and ongoing service needs across multiple custodians and ...
Client Service Associate
$14 - $19.50/hr
We're growing and we're looking for a Client Service Associate (CSA) to join our team. This role ... Manage onboarding, account maintenance, and ongoing service needs across multiple custodians and ...
Insurance Producer
$19.23 - $24.03/hr
... client on-boarding are completed properly and in a timely manner. (0-5%) * Actively monitor and ... Associate's degree or equivalent work experience and knowledge; bachelor's degree preferred.
Insurance Producer
$19.23 - $24.03/hr
... client on-boarding are completed properly and in a timely manner. (0-5%) * Actively monitor and ... Associate's degree or equivalent work experience and knowledge; bachelor's degree preferred.
... client onboarding, and engagement planning Partner with Operations & Finance to support budgeting ... and Associates, providing regular feedback, technical guidance, and career development support ...
... client onboarding, and engagement planning Partner with Operations & Finance to support budgeting ... and Associates, providing regular feedback, technical guidance, and career development support ...
Insurance Producer
$19.23 - $24.03/hr
... client on-boarding are completed properly and in a timely manner. (0-5%) * Actively monitor and ... Associate's degree or equivalent work experience and knowledge; bachelor's degree preferred.
Insurance Producer
$19.23 - $24.03/hr
... client on-boarding are completed properly and in a timely manner. (0-5%) * Actively monitor and ... Associate's degree or equivalent work experience and knowledge; bachelor's degree preferred.
Client Onboarding Associate information
See Delaware salary details
$13.71 - $16.25
3% of jobs
$16.25 - $18.79
12% of jobs
$20.64 is the 25th percentile. Wages below this are outliers.
$18.79 - $21.33
14% of jobs
$21.33 - $23.86
18% of jobs
The median wage is $24.31 / hr.
$23.86 - $26.40
18% of jobs
$28.01 is the 75th percentile. Wages above this are outliers.
$26.40 - $28.94
16% of jobs
$28.94 - $31.47
7% of jobs
$31.47 - $34.01
4% of jobs
$34.01 - $36.55
2% of jobs
$36.55 - $39.09
3% of jobs
$39.09 - $41.62
2% of jobs
$13
$25
$41
How much do client onboarding associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a Client Onboarding Associate, and why are they important?
What are some common challenges faced by Client Onboarding Associates during the onboarding process, and how are they typically addressed?
What does a Client Onboarding Associate do?
What is the difference between Client Onboarding Associate vs Client Relations Specialist?
| Aspect | Client Onboarding Associate | Client Relations Specialist |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in business, communications, or related field | Often requires similar degrees; certifications in customer service or relationship management are a plus |
| Work Environment | Usually works in financial services, banking, or consulting firms, focusing on new client setup | Works across industries, maintaining ongoing client relationships and satisfaction |
| Employer & Industry Usage | Common in finance, banking, and professional services for onboarding new clients | Used 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.
BlackRock rating
7.8
Based on 14 frontline employees who took The Breakroom Quiz
Job description
About this role
The Client Experience Management (CEM) team sits between the Client Business and functional teams across Technology & Operations, acting as a client's central point of contact for daytoday servicing, inquiries, and issue resolution. The team partners closely with Client Business colleagues to ensure client servicing needs are clearly understood and delivered through effective coordination with internal partners.
CEM also plays a key role in evolving BlackRock's operational service model in line with client expectations and industry trends, with a focus on scalable, digitalfirst solutions that support outstanding client experience.
Client Experience Delivery Team Overview
The Client Experience Delivery (CXD) team is a core pillar within BlackRock's Client Service and Solutions organization, responsible for delivering a consistent and highquality onboarding and servicing experience to institutional clients across the client lifecycle.
As an Associate, you will gain exposure to the investment management industry while developing strong operational, client service, and stakeholdermanagement skills. You will work closely with senior CEM team members and internal partners to support client onboarding, ongoing servicing, and resolution of operational inquiries.
Role Overview
The Associate role is an executionfocused position designed for individuals who are developing expertise in institutional client servicing. Associates support complex client relationships under the guidance of senior CEM professionals and progressively build independence across defined responsibilities.
Responsibilities
Support daytoday servicing for an assigned group of institutional clients, partnering with senior team members on more complex matters.
Assist in the coordination and delivery of client onboarding activities, ensuring tasks are tracked, stakeholders are aligned, and timelines are met.
Act as a liaison between clients and internal teams (e.g., onboarding, operations, portfolio management, product specialists) to help ensure timely and accurate delivery of client requests such as reporting, price files, invoices, and data.
Support the preparation of client communications and materials related to servicing updates, onboarding milestones, and operational inquiries.
Participate in regulatory, platform, and client initiatives as they impact assigned clients, gaining exposure to broader firm priorities.
Contribute operational input to sales and client retention efforts where appropriate, including support for RFP responses and duediligence processes.
Identify opportunities to improve servicing processes, documentation, and data quality to support scalability and risk reduction.
Requirements
3+ years of proven experience in client service, operations, sales, investment consulting, portfolio management support or related field.
Bachelor's degree (BA/BS equivalent).
Strong attention to detail, with the ability to manage multiple deliverables and deadlines in a fastpaced environment.
Strong comprehension skills, lateral thinking and problem solving capabilities.
Clear written and verbal communication skills, with the ability to collaborate effectively with internal partners and external clients
Proactive mindset with a willingness to learn, take feedback, and build subjectmatter expertise over time.
Strong proficiency in Microsoft Office applications, with the ability to work across multiple systems and tools simultaneously.
Teamoriented approach and a strong commitment to delivering a positive client experience.
What This Role Offers
Exposure to complex institutional clients and crossfunctional teams across BlackRock.
Structured development toward greater ownership and independence within CEM.
Opportunities to contribute to regulatory, onboarding, and servicemodel initiatives.
A collaborative environment that values accountability, innovation, and continuous improvement.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock| LinkedIn:www.linkedin.com/company/blackrock
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.View theEEOC's Know Your Rights poster and its supplementand thepay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with ourprivacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.