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Client Onboarding Associate Jobs in Michigan (NOW HIRING)

TRIARQ Health

Project Coordinator

Royal Oak, MI · On-site

Position Summary The Project Coordinator is the organizational hub of the Client Onboarding team ... Certified Associate in Project Management (CAPM) or initial project management coursework ...

New

Doeren Mayhew

Project and Process Specialist

Troy, MI · On-site

Support new client onboarding by gathering information, organizing documentation, completing setup ... Associate or bachelor's degree in business or a related field preferred, or equivalent experience.

New

Arati Patel & Associates, PLC

Be Seen First

Office Administrator

Rochester Hills, MI · On-site

$35K - $45K/yr

Manage new client onboarding, Coordinate Financial statement and tax return printing, assembly and e-filing * Oversee billing process * Manage client Engagement letters * Greet and assist onsite ...

Arati Patel & Associates, PLC

Be Seen First

Office Administrator

Rochester Hills, MI · On-site

$35K - $45K/yr

Manage new client onboarding, Coordinate Financial statement and tax return printing, assembly and e-filing * Oversee billing process * Manage client Engagement letters * Greet and assist onsite ...

Ameriprise Financial

Operations Manager

Troy, MI · On-site

$100K - $120K/yr

About the Practice Ferhadson and Associates is a dynamic and client-focused Ameriprise Financial ... Participate in recruiting, onboarding, and training of new team members * Partner with leadership ...

New

Ameriprise Financial - Michigan

Operations Manager

Troy, MI · On-site

$100K - $120K/yr

About the Practice Ferhadson and Associates is a dynamic and client-focused Ameriprise Financial ... Participate in recruiting, onboarding, and training of new team members * Partner with leadership ...

New

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Client Onboarding Associate information

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$36

How much do client onboarding associate jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for client onboarding associate in Michigan is $22.63, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $24.95 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 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 Michigan? The most popular types of Client Onboarding jobs in Michigan are:
What are popular job titles related to Client Onboarding Associate jobs in Michigan? For Client Onboarding Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Associate jobs in Michigan look for? The top searched job categories for Client Onboarding Associate jobs in Michigan are:
What cities in Michigan are hiring for Client Onboarding Associate jobs? Cities in Michigan with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Client Services Associate

Client Services Associate

Waldron Private Wealth

Plymouth, MI • On-site

Full-time

Re-posted 5 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.
In this role you will:
  • Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
  • Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
  • Assist with client transactions (e.g. cash management, insurance, tax payments, real estate transactions, payments, receivables, etc.) within the custodian system via check, EFT, wire transfer, etc. 
  • Assist in the research and gathering of information to resolve a client issue.
  • Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details, client document filing, etc.).
  • Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
  • Provide document management for CS department and other departments including document naming and uploading to document management system.
  • Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

Experience/Education Requirements:

  • Associate's Degree in finance or related field required, Bachelor's degree in finance or related field preferred. Demonstrated related experience may be substituted for required education.

  • Minimum of one (1) year of experience within the finance industry preferred.

  • Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC's and/or LP's preferred.

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