Client Implementation and Onboarding * Serve as the primary point of contact for client's post-sale, guiding them through the onboarding and implementation process for commercial products.
Client Implementation and Onboarding * Serve as the primary point of contact for client's post-sale, guiding them through the onboarding and implementation process for commercial products.
Client Relationship Manager
Lincoln, NE · On-site
$68K - $70K/yr
The 5 Star Life Client Relationship Manager (CRM) is responsible for strategically managing new employer groups during and after the on-boarding process. CRMs work to increase customer retention by ...
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Client Relationship Manager
Lincoln, NE · On-site
$68K - $70K/yr
The 5 Star Life Client Relationship Manager (CRM) is responsible for strategically managing new employer groups during and after the on-boarding process. CRMs work to increase customer retention by ...
Client Delivery Analyst II - Remote
Omaha, NE · Remote
$67K - $86K/yr
Work with client staff and vendors to execute the project plan, ensuring technical tasks are ... Associate degree in a related field and/or equivalent combination of experience and education is ...
Client Delivery Analyst II - Remote
Omaha, NE · Remote
$67K - $86K/yr
Work with client staff and vendors to execute the project plan, ensuring technical tasks are ... Associate degree in a related field and/or equivalent combination of experience and education is ...
Onboarding Specialist I - FACTS
Lincoln, NE · Hybrid
$52K/yr
This role coordinates client communication, data collection, system setup, documentation, training ... Our hybrid work environment allows associates Living within 30 miles our Lincon Nebraska office ...
Onboarding Specialist I - FACTS
Lincoln, NE · Hybrid
$52K/yr
This role coordinates client communication, data collection, system setup, documentation, training ... Our hybrid work environment allows associates Living within 30 miles our Lincon Nebraska office ...
Onboarding Specialist I - FACTS
Lincoln, NE · On-site
$52K/yr
This role coordinates client communication, data collection, system setup, documentation, training ... Our hybrid work environment allows associates Living within 30 miles our Lincon Nebraska office ...
Onboarding Specialist I - FACTS
Lincoln, NE · On-site
$52K/yr
This role coordinates client communication, data collection, system setup, documentation, training ... Our hybrid work environment allows associates Living within 30 miles our Lincon Nebraska office ...
Continue to monitor action items for new client onboarding. * Schedule appointments, manage annual ... Bachelor's degree (preferred) associate's degree (required) * Financial background or similar ...
Continue to monitor action items for new client onboarding. * Schedule appointments, manage annual ... Bachelor's degree (preferred) associate's degree (required) * Financial background or similar ...
Continue to monitor action items for new client onboarding. * Schedule appointments, manage annual ... Bachelor's degree (preferred) associate's degree (required) * Financial background or similar ...
Continue to monitor action items for new client onboarding. * Schedule appointments, manage annual ... Bachelor's degree (preferred) associate's degree (required) * Financial background or similar ...
Business Systems Analyst
Elkhorn, NE · On-site
Mediates between technical and operational teams to ensure successful client onboarding and ... Effectively uses resources such as time and information in conjunction with associates.
Business Systems Analyst
Elkhorn, NE · On-site
Mediates between technical and operational teams to ensure successful client onboarding and ... Effectively uses resources such as time and information in conjunction with associates.
Client Service Associate
Omaha, NE · On-site
$45K - $65K/yr
The Client Service Associate is key to providing excellent customer service and meeting our ... Actively participate in team onboarding and ongoing training and education activities. * Share ...
Client Service Associate
Omaha, NE · On-site
$45K - $65K/yr
The Client Service Associate is key to providing excellent customer service and meeting our ... Actively participate in team onboarding and ongoing training and education activities. * Share ...
Branch Operations Specialist (Atlanta, GA)
$23 - $29.75/hr
Supports client onboarding. * Monitors document status through importing, scanning and submission ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...
Branch Operations Specialist (Atlanta, GA)
$23 - $29.75/hr
Supports client onboarding. * Monitors document status through importing, scanning and submission ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...
Insurance Producer
Omaha, NE · On-site
... 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
Omaha, NE · On-site
... 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 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 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 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 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
Omaha, NE · On-site
... 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
Omaha, NE · On-site
... 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
Omaha, NE · On-site
... 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
Omaha, NE · On-site
... 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
Omaha, NE · On-site
... 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
Omaha, NE · On-site
... 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 Services Analyst I
Omaha, NE · On-site
... onboarding and training activities for new Client Services team members, including development of ... Associate's Degree and two or more years of related professional experience. * One or more years of ...
Client Services Analyst I
Omaha, NE · On-site
... onboarding and training activities for new Client Services team members, including development of ... Associate's Degree and two or more years of related professional experience. * One or more years of ...
Client Services Analyst I
Omaha, NE · Hybrid
... onboarding and training activities for new Client Services team members, including development of ... Associate's Degree and two or more years of related professional experience. * One or more years of ...
Client Services Analyst I
Omaha, NE · Hybrid
... onboarding and training activities for new Client Services team members, including development of ... Associate's Degree and two or more years of related professional experience. * One or more years of ...
Client Services Analyst I
Omaha, NE · Hybrid
... onboarding and training activities for new Client Services team members, including development of ... Associate's Degree and two or more years of related professional experience. * One or more years of ...
Client Services Analyst I
Omaha, NE · Hybrid
... onboarding and training activities for new Client Services team members, including development of ... Associate's Degree and two or more years of related professional experience. * One or more years of ...
Client Services Analyst I
Omaha, NE · Hybrid
... onboarding and training activities for new Client Services team members, including development of ... Associate's Degree and two or more years of related professional experience. * One or more years of ...
Client Services Analyst I
Omaha, NE · Hybrid
... onboarding and training activities for new Client Services team members, including development of ... Associate's Degree and two or more years of related professional experience. * One or more years of ...
Client Onboarding Associate information
See Nebraska salary details
$13.06 - $15.48
3% of jobs
$15.48 - $17.90
12% of jobs
$19.66 is the 25th percentile. Wages below this are outliers.
$17.90 - $20.31
14% of jobs
$20.31 - $22.73
18% of jobs
The median wage is $23.16 / hr.
$22.73 - $25.15
18% of jobs
$26.68 is the 75th percentile. Wages above this are outliers.
$25.15 - $27.57
16% of jobs
$27.57 - $29.98
7% of jobs
$29.98 - $32.40
4% of jobs
$32.40 - $34.82
2% of jobs
$34.82 - $37.23
3% of jobs
$37.23 - $39.65
2% of jobs
$13
$24
$39
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 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, Retirement
Posted 4 days ago
Job description
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
The Commercial Payments Implementation Specialist is a pivotal role responsible for partnering with both our internal Payments partners as well as commercial clientele to coordinate post sale implementation of our Commercial Payments products.This individual will ensure the clients requirements are being met while working efficiently and effectively to expedite the time to market for the client.
This role will lead end-to-end processes, manage dependencies, and liaise with stakeholders and customers as part of a team at the front end of innovation. In addition, this individual will be responsible for consulting with and supporting the client while training them on FNBO's online tools to ensure the clients' success.
The Commercial Payments Implementation Specialist enhances and optimizes the way products are delivered to our customers. As a key member of the team, this individual creates solutions and efficiencies that enable successful implementations in an expedient and organized way.
This role must have strong organizational skills, high attention to detail, and the ability to muti-task efficiently. They help to coordinate and streamline sales activities to ensure successful client onboarding, implementation, and go-live of Commercial Payments products. They play a critical role in driving efficiency, effectiveness, and customer satisfaction throughout the post-sales process, and are the first set-up experience of any new Commercial Payments customer.
About This Role:
Key Responsibilities:
Client Implementation and Onboarding
- Serve as the primary point of contact for client's post-sale, guiding them through the onboarding and implementation process for commercial products.
- Coordinate with internal teams, including but not limited to Legal, Credit, Operations, and Customer Support, to ensure timely and seamless client onboarding and setup.
- Manage the collection and review of necessary documentation, contracts, and agreements to facilitate the client onboarding process.
- Anticipate customer implementation needs and operational expectations.
Client Communication and Support
- Maintain open and proactive communication with clients throughout the onboarding and implementation process, addressing any questions, concerns, or issues in a timely and professional manner.
- Serve as a liaison between clients and internal teams, facilitating communication and collaboration to resolve any challenges or obstacles to successful client onboarding.
- Provide proactive problem solving and critical thinking with regards to client issues.
- Maintain clear, consistent, and concise internal communication across multiple teams.
Training and Education
- Coordinate training sessions for clients on commercial products, ensuring they have the knowledge and skills needed to effectively utilize the products post-implementation.
- Collaborate with corresponding Commercial Payments departments on the appropriate internal resources to develop training materials, guides, and resources to support client education and adoption of commercial products.
Process Improvement and Optimization
- Continuously assess and evaluate sales processes and procedures for commercial products post-sale, identifying opportunities for improvement and optimization.
- Communicate potential process enhancements and best practices to streamline workflows, reduce friction, and enhance the overall client experience to leadership for consideration.
- Collaborate with other teams to conduct surveys and gather client feedback.
- Ensure clients have the necessary tools and knowledge to continue a successful program.
Risk Management and Compliance
- Identify and mitigate potential risks or issues that may impact client satisfaction or business outcomes.
- Ensure compliance with Bank's risk, controls, compliance policies, procedures, and regulatory requirements as well as contractual obligations in all client interactions and transactions.
Professional Development
- Stay abreast of industry trends, market developments, and best practices in sales.
- Seek opportunities for professional development and skills enhancement to continuously improve performance and effectiveness in the role.
The Ideal Candidate for This Role:
Qualifications:
- Bachelor's Degree preferred (Finance, or related field).
- Minimum 3+ years relevant experience in sales support, client onboarding, or project management roles, preferably within the financial services or commercial banking industry.
- Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities effectively.
- Excellent communication, interpersonal, and customer service skills.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Knowledge of commercial products, financial services, or related industries is a plus.
Additional Requirements:
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Strong problem-solving skills and ability to navigate complex client and internal stakeholder relationships.
- Strong project and time management skills, with the ability to manage multiple projects and deadlines simultaneously.
- Flexibility to adapt to changing priorities and business needs.
- Commitment to delivering high-quality service and support to clients and internal stakeholders.
- Willingness to travel for client meetings or team events.
- Experience managing processes involving multiple stakeholders.
- Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and CRM software.
Desired:
- Treasury, Global Banking, Merchant and FinTech experience
- Knowledge of applicable credit card Networks rules and regulations.
- Experience working with Salesforce.
Compensation:
Compensation range (base pay): $63,288.00-$104,425.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.
For additional information regarding compensation and benefits, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20261307Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.