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Client Onboarding Associate Jobs in Ohio (NOW HIRING)

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 ...

CAPTRUST

Wealth Client Management Associate

West Chester, OH · On-site

$13.75 - $18.75/hr

... client onboarding and recurring tasks * Partners with associates from various offices firm-wide ... Greet office guests in a professional, friendly, and hospitable manner * Answer phone calls with a ...

Actalent

Business Support Associate

Dublin, OH · On-site

$42K/yr

Responsibilities Contractor and Client Onboarding: * Support candidate onboarding, by assisting ... Associates degree with 1+ year(s) of experience in customer service or 2+ year(s) of applicable ...

Actalent

Business Support Associate

Dublin, OH · On-site

$42K/yr

Responsibilities Contractor and Client Onboarding: * Support candidate onboarding, by assisting ... Associates degree with 1+ year(s) of experience in customer service or 2+ year(s) of applicable ...

Actalent

Business Support Associate

Dublin, OH

$42K/yr

Responsibilities Contractor and Client Onboarding: * Support candidate onboarding, by assisting ... Associates degree with 1+ year(s) of experience in customer service or 2+ year(s) of applicable ...

Actalent

Business Support Associate

Dublin, OH · On-site

$42K/yr

Responsibilities Contractor and Client Onboarding: * Support candidate onboarding, by assisting ... Associates degree with 1+ year(s) of experience in customer service or 2+ year(s) of applicable ...

Actalent

Business Support Associate

Dublin, OH · On-site

$20.19/hr

Responsibilities Contractor and Client Onboarding: * Support candidate onboarding, by assisting ... Associates degree with 1+ year(s) of experience in customer service or 2+ year(s) of applicable ...

ultimus

Business Systems Analyst

Hauppauge, NY · 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.

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Showing results 21-40

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 11, 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 Associate

UBS

Rocky River, OH • On-site

Other

Posted 18 days ago

Job description

Your role
• Serve as a primary point of contact for client inquiries, account service needs, trading requests, and cash movements-resolving issues efficiently and proactively
• Own the end to end client onboarding process, including account opening, transfers, documentation, due diligence, and ongoing account maintenance
• Prepare high quality materials for client meetings, investment proposals, advisor travel, and expense administration
• Partner closely with financial advisors to anticipate client needs and continuously elevate the client experience
• Monitor account activity and ensure strict adherence to compliance, regulatory, and firm standards
• Identify and implement process improvements that enhance efficiency, accuracy, and service quality
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
The North Pointe Wealth Management team in Rocky River, a respected, collaborative group serving long term, multi generational clients. Our team manages complex client relationships and delivers highly personalized wealth solutions. This role is integral to our success and offers meaningful autonomy, trust, and visibility within the practice. We value professionalism, discretion, accountability, and genuine care for both clients and teammates.
Your expertise
• Bachelor's degree preferred (business, finance, accounting, or related field)
• Exceptional attention to detail; you enjoy doing things right the first time and meeting deadlines under pressure
• Strong written and verbal communication skills with confidence interacting with high net worth clients
• Excellent organizational and time management skills with the ability to manage multiple priorities independently
• High integrity, discretion, tactfulness, and sound professional judgment
• A calm, solutions oriented mindset and a genuine, client first philosophy
• A collaborative, adaptable team player who navigates changing priorities with professionalism
• Series 7 and 66 licenses, or willingness to obtain within six months
• 3-5+ years of experience in a client service, operations, or support role within wealth management, private banking, or financial services
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
UBS Financial Services logo

About UBS Financial Services

Sourced by ZipRecruiter

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Weehawken, NJ, US

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