As a Client Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive ...
As a Client Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive ...
As a Client Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive ...
As a Client Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive ...
Contract Second Shift Onboarding Associate
Florence, KY · On-site
$20.19/hr
As a Contract Second Shift Onboarding Associate you will ... Ensure client pre-employment requirements, forms, policies, and documents regarding onboarding are ...
Contract Second Shift Onboarding Associate
Florence, KY · On-site
$20.19/hr
As a Contract Second Shift Onboarding Associate you will ... Ensure client pre-employment requirements, forms, policies, and documents regarding onboarding are ...
As a Contract Second Shift Onboarding Associate you will... * Ensure client pre-employment ... Manage client requirements for the onboarding packet (e.g., authorization forms, drug tests ...
As a Contract Second Shift Onboarding Associate you will... * Ensure client pre-employment ... Manage client requirements for the onboarding packet (e.g., authorization forms, drug tests ...
Support relationship managers with client onboarding, including collecting and verifying required ... Associate's degree preferred. * 1 year of related support experience, preferably in a financial ...
Support relationship managers with client onboarding, including collecting and verifying required ... Associate's degree preferred. * 1 year of related support experience, preferably in a financial ...
Business Development Associate
$75K - $85K/yr
The Business Development Associate role will support Cerity Partners business development efforts ... They will also play a key role in the client onboarding experience by collecting and organizing ...
Business Development Associate
$75K - $85K/yr
The Business Development Associate role will support Cerity Partners business development efforts ... They will also play a key role in the client onboarding experience by collecting and organizing ...
... associates, sales, and service partners, as appropriate, todrive successful client on-boarding and first year retention. * Improve customer service quality results by studying, evaluating, and re ...
... associates, sales, and service partners, as appropriate, todrive successful client on-boarding and first year retention. * Improve customer service quality results by studying, evaluating, and re ...
Sales & Service CRM Associate FLSA Status: Non-Exempt Department: Sales & Service Hours of ... Client On-Boarding: Assist with daily/weekly task relating to Retail`s On-Boarding * Provide light ...
Sales & Service CRM Associate FLSA Status: Non-Exempt Department: Sales & Service Hours of ... Client On-Boarding: Assist with daily/weekly task relating to Retail`s On-Boarding * Provide light ...
Sales Support Specialist
Louisville, KY · On-site
$20.50 - $28/hr
... client onboarding, and resolving client inquiries with precision and care. As a Sales Support ... Associate Degree in Business or related field required. * Bachelor's Degree in Business, Sales, or ...
Quick apply
Sales Support Specialist
Louisville, KY · On-site
$20.50 - $28/hr
... client onboarding, and resolving client inquiries with precision and care. As a Sales Support ... Associate Degree in Business or related field required. * Bachelor's Degree in Business, Sales, or ...
... associates. This role anticipates staffing requirements and expectations; develops value-added ... client onboarding information as well as perform new hire check-ins on first day of work. • ...
... associates. This role anticipates staffing requirements and expectations; develops value-added ... client onboarding information as well as perform new hire check-ins on first day of work. • ...
Sales & Service Rep - Tates Creek
Lexington, KY · On-site
$18/hr
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
Sales & Service Rep - Tates Creek
Lexington, KY · On-site
$18/hr
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
... associates. This role anticipates staffing requirements and expectations; develops value-added ... client onboarding information as well as perform new hire check-ins on first day of work. • ...
... associates. This role anticipates staffing requirements and expectations; develops value-added ... client onboarding information as well as perform new hire check-ins on first day of work. • ...
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
Sales & Service Rep - Poplar Level
Louisville, KY · On-site
$18/hr
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
Sales & Service Rep - Poplar Level
Louisville, KY · On-site
$18/hr
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
Universal Banker - Jeffersontown
Louisville, KY · On-site
$20/hr
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
Universal Banker - Jeffersontown
Louisville, KY · On-site
$20/hr
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
Universal Banker - Fern Creek
Louisville, KY · On-site
$20/hr
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
Universal Banker - Fern Creek
Louisville, KY · On-site
$20/hr
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
Universal Banker - Shelbyville
Shelbyville, KY · On-site
$20/hr
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
Universal Banker - Shelbyville
Shelbyville, KY · On-site
$20/hr
... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...
Client Onboarding Associate information
See Kentucky salary details
$11.90 - $14.10
3% of jobs
$14.10 - $16.30
12% of jobs
$17.91 is the 25th percentile. Wages below this are outliers.
$16.30 - $18.51
14% of jobs
$18.51 - $20.71
18% of jobs
The median wage is $21.10 / hr.
$20.71 - $22.91
18% of jobs
$24.30 is the 75th percentile. Wages above this are outliers.
$22.91 - $25.11
16% of jobs
$25.11 - $27.31
7% of jobs
$27.31 - $29.51
4% of jobs
$29.51 - $31.72
2% of jobs
$31.72 - $33.92
3% of jobs
$33.92 - $36.12
2% of jobs
$11
$22
$36
How much do client onboarding associate jobs pay per hour?
What are some common challenges faced by client onboarding associates during the onboarding process, and how are they typically addressed?
What is a client onboarding associate?
What are the key skills and qualifications needed to thrive as a client onboarding associate, and why are they important?
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.
What does a client onboarding associate do?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 9 days ago
PNC Bank rating
7.7
Based on 345 frontline employees who took The Breakroom Quiz
93rd of 170 rated banks
Job description
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Implements new products and services for clients. Reviews requirements and gathers deliverables to complete the client onboarding, account opening, and asset funding requirements.
- Provides sales or consultative support to prospects or clients in select deals. Utilizes data provided digitally by clients, from internal partners, and/or internal applications to establish or update client-specific information for relevant products or services. Coordinates and produces relevant onboarding packages for validation and system processing.
- Analyzes, assesses and documents adherence to established requirements, processes, and procedures throughout end-to-end experience. Collects and checks required AML/KYC client documentation for onboarding process and ongoing refresh. Communicates status updates in accordance to client and partner expectations throughout the onboarding process.
- Advises clients or internal partners on additional information needs, required document clarifications, or other onboarding requirements. Helps resolve challenges regarding onboarding issues raised by clients or internal partners and escalates issues as necessary to senior leadership.
- Identify/develop necessary solutions. Ensures positive ongoing client experiences. Manages multiple onboarding requests simultaneously across many products or services; reports progress relative to service level performance. Build relationships with key internal partners.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Competencies
Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Quality Management, Sales Support and Administration
Work Experience
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
About PNC Bank
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Pittsburgh, PA, US
Year founded
1852