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Client Onboarding Associate Jobs in Florida (NOW HIRING)

T-mapp

Onboarding Associate

Miami, FL · On-site

Our client, Glide Platform, is a specialized private markets infrastructure firm that helps wealth ... As Glide continues to expand globally, they are seeking an Onboarding Associate based in Miami ...

Actalent

Onboarding Associate

Jacksonville, FL · Hybrid

$4.0K/mo

Client and Team Engagement * Submit new hire onboarding paperwork to our Client and Human Resources ... Associates degree or 2+ years in a customer service related position * Preferred degree in Business ...

Actalent

Onboarding Associate

Jacksonville, FL · On-site

$20.19/hr

Client and Team Engagement * Submit new hire onboarding paperwork to our Client and Human Resources ... Associates degree or 2+ years in a customer service related position * Preferred degree in Business ...

Actalent

Onboarding Associate

Jacksonville, FL · Hybrid

$20.19/hr

Client and Team Engagement * Submit new hire onboarding paperwork to our Client and Human Resources ... Associates degree or 2+ years in a customer service related position * Preferred degree in Business ...

Actalent

Onboarding Associate

Jacksonville, FL · Hybrid

$4.0K/mo

Client and Team Engagement * Submit new hire onboarding paperwork to our Client and Human Resources ... Associates degree or 2+ years in a customer service related position * Preferred degree in Business ...

LPL Financial

Be Seen First

Client Relationship Associate

Saint Petersburg, FL · On-site

$40K - $75K/yr

Client onboarding by opening new accounts and handling transfers. * Execute money movements and distributions safely at client request. * Enter orders and trades timely & accurately as directed by ...

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Client Onboarding Associate information

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$31

How much do client onboarding associate jobs pay per hour?

As of Aug 3, 2026, the average hourly pay for client onboarding associate in Florida is $19.40, according to ZipRecruiter salary data. Most workers in this role earn between $15.29 and $21.39 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 Florida? The most popular types of Client Onboarding jobs in Florida are:
What are popular job titles related to Client Onboarding Associate jobs in Florida? For Client Onboarding Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Associate jobs in Florida look for? The top searched job categories for Client Onboarding Associate jobs in Florida are:
What cities in Florida are hiring for Client Onboarding Associate jobs? Cities in Florida with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Florida as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,357 per year, or $19.4 per hour.

Onboarding Associate

T-mapp

Miami, FL • On-site

Full-time

Re-posted 4 days ago

Job description

Our client, Glide Platform, is a specialized private markets infrastructure firm that helps wealth managers, family offices, asset managers, and institutional investors design, launch, and manage customized alternative investment solutions.

As Glide continues to expand globally, they are seeking an Onboarding Associate based in Miami, Florida to ensure a seamless onboarding experience for new investors and investment structures. This role combines client interaction, operational execution, and regulatory coordination, serving as a key point of contact throughout the onboarding process.

What will you do in this position?

  • Lead the onboarding process for new clients, from documentation collection through account activation and first investment.

  • Serve as the primary point of contact for investors during onboarding, ensuring a professional and high-quality experience.

  • Coordinate with custodians, legal counsel, compliance teams, fund administrators, and internal stakeholders to ensure smooth execution.

  • Help improve onboarding workflows and contribute to operational excellence as the business continues to scale.

Among your main responsibilities:

  • Manage end-to-end client onboarding and account opening processes.

  • Coordinate AML/KYC reviews and ensure all required documentation is complete and compliant.

  • Maintain onboarding records and track account status across multiple workflows.

  • Communicate proactively with clients regarding onboarding progress, documentation, and account setup.

  • Partner with banking, compliance, legal, operations, and accounting teams to ensure timely execution.

  • Support capital call and distribution communications for newly onboarded investors.

  • Assist with audits, regulatory requests, and ongoing investor documentation updates.

  • Identify opportunities to improve onboarding efficiency and client experience.

What should you bring to the table?

  • 3+ years of experience in client onboarding, investor services, fund operations, financial services, wealth management, or related environments.

  • Experience working with institutional clients, wealth managers, family offices, asset managers, or alternative investment platforms.

  • Strong understanding of account opening processes, AML/KYC requirements, and custodian bank relationships.

  • Familiarity with alternative investment structures such as Private Equity, Private Credit, Real Estate, or Venture Capital.

  • Bachelor’s degree in Finance, Business, Accounting, Economics, or related fields.

  • Advanced Excel skills; experience with CRM or onboarding platforms is a plus.

  • Fluent English and Spanish (written and verbal) – Mandatory requirement.

  • Strong organizational skills, attention to detail, and ability to manage multiple priorities simultaneously.

Desired Competencies

  • Client-centric mindset.

  • Strong communication and stakeholder management skills.

  • Exceptional attention to detail.

  • Ownership and accountability.

  • Problem-solving and process improvement orientation.

  • Ability to thrive in fast-paced and entrepreneurial environments.

What will you receive from them?

  • Exposure to sophisticated clients across the private markets ecosystem.

  • Direct collaboration with teams across the United States, Europe, and Latin America.

  • A high-growth, entrepreneurial environment with significant visibility and ownership.

  • Opportunities for professional development within the alternative investments industry.

Join Glide and help deliver a world-class onboarding experience for investors accessing alternative investment opportunities globally.

Best regards,

T-mapp