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Client Onboarding Associate Jobs in Ohio (NOW HIRING)

Equity Trust

Client Onboarding Specialist

Westlake, OH · On-site

JOB OVERVIEW The Onboarding Specialist partners with Sales to establish new client relationships by ... Associate degree in business or related field preferred; three (3) years of experience in financial ...

Career Connections

Client Services Associate

Athens, OH · On-site

$16.50 - $22/hr

Key Responsibilities Client Service & Account Administration * Assist with new client onboarding ... Associate's or Bachelor's degree preferred. * 2+ years of experience in client service ...

Sun King

The Associate Training Manager, WCA, will work closely with the Partnership and Retail Team in the ... Track, evaluate, and report on training effectiveness and client onboarding sessions via the ZTM ...

New

Sun King

The Associate Training Manager, WCA, will work closely with the Partnership and Retail Team in the ... Track, evaluate, and report on training effectiveness and client onboarding sessions via the ZTM ...

New

BuzzTech Media

Regional Sales Associate

Cleveland, OH · On-site

$70K - $85K/yr

Regional Sales Associate BuzzTechMedia is a digital solutions company assisting businesses and ... Qualify leads and support the full sales cycle from first contact to client onboarding * Maintain ...

BuzzTech Media

Regional Sales Associate

Cleveland, OH · On-site

$70K - $85K/yr

Regional Sales Associate BuzzTechMedia is a digital solutions company assisting businesses and ... Qualify leads and support the full sales cycle from first contact to client onboarding * Maintain ...

UBS

Client Associate

Rocky River, OH · On-site

... to end client onboarding process, including account opening, transfers, documentation, due diligence, and ongoing account maintenance • Prepare high quality materials for client meetings ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Ohio

Client Onboarding Associate information

See Ohio salary details

$13

$24

$39

How much do client onboarding associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for client onboarding associate in Ohio is $24.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $27.21 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 Ohio? The most popular types of Client Onboarding jobs in Ohio are:
What are popular job titles related to Client Onboarding Associate jobs in Ohio? For Client Onboarding Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Associate jobs in Ohio look for? The top searched job categories for Client Onboarding Associate jobs in Ohio are:
What cities in Ohio are hiring for Client Onboarding Associate jobs? Cities in Ohio with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 10% Part Time, and 8% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $51,342 per year, or $24.7 per hour.

Client Onboarding Specialist

Equity Trust

Westlake, OH • On-site

Full-time

Re-posted 12 days ago

Job description

*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the training and probationary period.JOB OVERVIEW

The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client account. Strives to improve client satisfaction, enhance and expand client relationships and provides additional opportunities or education related to the products and services available. Works cross functionally with Sales, Client Services, and Operations to strengthen client loyalty, referrals and retention.

RESPONSIBILITIES & DUTIES
  • Provides sales, service, and execution support for new client relationships by placing outbound calls to assist with establishing a new client account, providing status updates, and working to effectively fund their account.
  • Communicate via telephonically and by email to clients and referrals sources detailed instructions for the completion of activities.
  • Manage pipeline of existing clients, coordinating all aspects of account funding, online access, and investment processing.
  • Coordinates communication with internal operations partners to ensure successful completion of account funding and investment purchases.
  • Gathers, reviews, and verifies required transfer and investment documentation for completion and accuracy.
  • Contacts various contra firms to assist clients with the facilitation of a transfer or rollover of assets/cash.
  • Maintains thorough knowledge and understanding of Equity Trust's products and services.
  • Assist clients with online registration of the myEQUITY portal and walking clients through different functionalities within the portal.
  • Delivers distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous.
  • Recognizes client needs to offer additional opportunities or education related to their investment goals.
  • Facilitate client requested investment transactions by working with financial advisors, title companies and asset providers.
  • Builds rapport and strengthens relationships while servicing client needs.
  • Assist in improving the businesses online reputation by requesting clients to provide positive client feedback.
  • Works collaboratively in a team environment to achieve team, department, and overall business commitments.
  • Acts as trusted resource and support for the Sales Team
  • Assists other departments as needed
  • Follows assigned work schedule with regular and predictable attendance
  • Perform other duties as assigned
QUALIFICATIONS
  • Associate degree in business or related field preferred; three (3) years of experience in financial services industry may be considered in lieu of a degree
  • Minimum three (3) years of customer service experience
  • Retirement product knowledge or financial services experience preferred
  • In person interaction that includes actively collaborating with colleagues and participating in team or company meetings
PROFESSIONAL CERTIFICATIONS
  • None required
TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

  • Intermediate level proficiency Microsoft Office
  • Ability to type a minimum of 45 WPM (accurately) preferred
  • Basic 10 key skills
CORE VALUES

Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spell EPIC - because that's what we strive to be for our clients and stakeholders every day.

  • Excellence- Our standard
  • Passion- In everything we do
  • Integrity- Without compromise
  • Collaboration- Stronger together

We are looking for team members who embody these values in their daily work and interactions.

PHYSICAL DEMANDS/WORK ENVIRONMENTThis job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

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