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Client Onboarding Associate Jobs in New York (NOW HIRING)

Man Group

Client Relations Associate

New York, NY · On-site

$43K - $54K/yr

To provide associate level support for the US Sales Team. Specific Responsibilities * Serve as a ... Manage client onboarding process by providing support and direction for complex investor ...

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Client Onboarding Associate information

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$14

$28

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How much do client onboarding associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for client onboarding associate in New York is $28.41, according to ZipRecruiter salary data. Most workers in this role earn between $22.36 and $31.30 per hour, depending on experience, location, and employer.

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 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 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 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 are the most commonly searched types of Client Onboarding jobs in New York?

The most popular types of Client Onboarding jobs in New York are:

What are popular job titles related to Client Onboarding Associate jobs in New York?

For Client Onboarding Associate jobs in New York, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Associate jobs in New York look for?

The top searched job categories for Client Onboarding Associate jobs in New York are:

What cities in New York are hiring for Client Onboarding Associate jobs?

Cities in New York with the most Client Onboarding Associate job openings:

Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 9% Part Time, and 5% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $59,083 per year, or $28.4 per hour.

Client Onboarding & Documentation Business Manager - Associate

JP Morgan Chase

Jersey City, NJ • On-site

Full-time

Medical, Retirement

Re-posted yesterday

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

Join the Commercial & Investment Bank Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance leaders and key partners across Product, Operations, Transformation, Business Management, and Data & Analytics teams to drive effective execution.

As a CO&D Business Manager covering AI for Ops & Transformation within the Investment Bank, you will partner with senior leaders to develop business cases, conduct portfolio analyses, and provide data-driven insights for high-profile transformation efforts. Your role involves designing management reporting, creating executive presentations, and collaborating across teams to drive optimization and strategic decision-making.

Job Responsibilities:

  • Partner with senior leaders to develop product investment business cases and KPIs for transformation efforts.
  • Utilize large and complex datasets to conduct portfolio analyses and drive investment opportunities.
  • Analyze and monitor operational throughput to identify efficiency opportunities.
  • Provide quantitative and qualitative analysis to support optimization decisions.
  • Assess KPI trends and create impactful analysis to assist in developing business strategy.
  • Lead data-driven analyses to provide transparency and enable decision-making.
  • Structure complex problems into simple, easy-to-understand frameworks.
  • Design management reporting packages to communicate business results transparently.
  • Create executive-level presentations using PowerPoint PitchPro+.
  • Communicate directly and effectively with all levels of the organization.
  • Collaborate and partner with peers across business and staff areas to achieve goals.

Required Qualifications, Capabilities, and Skills:

  • Bachelor's degree.
  • Minimum 5 years of experience in financial data analysis and storytelling.
  • Strong PowerPoint, Excel, and Word skills.
  • Ability to work collaboratively and develop strong partnerships at multiple levels.
  • Strong presentation skills and ability to communicate initiatives effectively.
  • Strong verbal and written communication skills.
  • Ability to produce results in a fast-paced environment.
  • Ability to interpret and present complex data.
  • Strong attention to detail and solid work ethic.
  • Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
  • Excellent problem-solving, critical thinking skills, and ability to work independently as a mature, organized team player.

Preferred Qualifications, Capabilities, and Skills:

  • Experience achieving goals without direct control over all resources.
  • Experience developing strong, positive relationships with business stakeholders.

**To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).**

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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