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Client Onboarding Associate Jobs in Oklahoma (NOW HIRING)

PPLSI

Client Onboarding Specialist I

Ada, OK · On-site

The Business Solutions Client Onboarding Specialist I is accountable for customer satisfaction and ... groups, Associates, and group members * Review client account at various stages to ensure all ...

Help At Home

Intake Client Associate

Oklahoma City, OK · On-site

$21 - $24/hr

Support the onboarding, training, and continuous development of Intake Client Associates. Provide mentorship, feedback, and foster a culture of professional growth. * Facilitate collaboration with ...

Addison Group

Office Manager

Tulsa, OK · On-site

$45/hr

Coordinate client onboarding and engagement documentation. * Monitor workflow and deadlines for tax ... Associate's or Bachelor's degree in Business Administration, Accounting, Human Resources, or ...

ssagroup

Cash Office - Associate

Tulsa, OK · On-site

... and client * Assist operational managers and park staff as needed, as delegated by the ... Support recruiting efforts and onboarding of new employees. * Maintain a clean, safe, and organized ...

SSA Group

Cash Office - Associate

Tulsa, OK · On-site

... and client * Assist operational managers and park staff as needed, as delegated by the ... Support recruiting efforts and onboarding of new employees. * Maintain a clean, safe, and organized ...

SSA Group

Cash Office - Associate

Tulsa, OK · On-site

$15/hr

... and client * Assist operational managers and park staff as needed, as delegated by the ... Support recruiting efforts and onboarding of new employees. * Maintain a clean, safe, and organized ...

ssagroup

Cash Office - Associate

Tulsa, OK

... and client * Assist operational managers and park staff as needed, as delegated by the ... Support recruiting efforts and onboarding of new employees. * Maintain a clean, safe, and organized ...

EGA Associates, LLC.

Primary Care Physician

Idabel, OK · On-site

Details Client Name: Mccurtain County Community Based Outpatient Clinic Job Type: Local Position ... for Onboarding AMA, DEA, NPI PRIMARY CARE PHYSICIAN About EGA Associates, LLC EGA is a veteran ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Oklahoma

Client Onboarding Associate information

See Oklahoma salary details

$12

$23

$38

How much do client onboarding associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for client onboarding associate in Oklahoma is $23.97, according to ZipRecruiter salary data. Most workers in this role earn between $18.85 and $26.39 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 Oklahoma?

The most popular types of Client Onboarding jobs in Oklahoma are:

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

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

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

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

What cities in Oklahoma are hiring for Client Onboarding Associate jobs?

Cities in Oklahoma with the most Client Onboarding Associate job openings:

Client Onboarding Associate jobs near you

Client Onboarding Specialist I

Legal Shield Corp

Ada, OK

Full-time

Posted 28 days ago

Job description

Job Summary:Under moderate supervision, the Business Solutions Client Onboarding Specialist I manages the initial relationship and onboarding of new employee benefit groups. The Business Solutions Client Onboarding Specialist I is accountable for customer satisfaction and quality execution of stated tasks throughout the process. Work will be observed and reviewed both during performance upon completion, and changes in procedures or exceptions to rules are explained in detail as they arise.Responsibilities:

The Business Solutions Client Onboarding Specialist I is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization.

The Business Solutions Client Onboarding Specialist I will demonstrate strong teamwork and collaboration with internal and external stakeholders, consistently meeting deadlines while managing multiple tasks. This role requires reliability, accountability, and the ability to work independently on projects. The position also demands excellent time management skills, a customer-focused approach, and a proactive problem-solving mindset to ensure successful client onboarding. As breadth of knowledge increases with experience, the Business Solutions Client Onboarding Specialist I may become eligible to transition to the next level of Business Solutions Client Onboarding Specialist II or into the role of Enrollment and Onboarding Specialist I or II.

Performance Outcomes

Client Onboarding

  • Review and maintain LegalShield Group Accounts

  • Develop onboarding schedules and timelines

  • Schedule and facilitate meetings with client and other stakeholders

  • Provide frequent status and progress reports electronically and verbally

  • Ensure appropriate and accurate system and contractual set-up

  • Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members

  • Review client account at various stages to ensure all parties meet necessary deadlines

  • Handle inquiries received by phone, fax, electronically, or mail

  • Should be able to handle sensitive group accounts and be able to prioritize

  • Communicate effectively to internal stakeholders

  • Ensure a smooth transition to the appropriate Account Management team

Education, Knowledge, and Experience

  • Two years of experience performing customer service

  • Knowledgeable in Word, Excel, and PowerPoint

  • Good typing and 10-key skills required

  • Good written and verbal communication

  • Good phone and presentation skills

  • Effectively interact with users, peers, managers, and vendors

  • Requires an ability to handle multiple deadlines, provide a detailed-oriented, analytical, and organized approach to daily duties and relationship building with a high degree of confidentiality.

  • Requires an individual with a positive professional attitude who can work as a part of a team or individually.

  • Requires the ability to work under pressure and quickly adapt to change

  • Requires a self-starter with a high level of initiative and problem-solving mindset.

FLSA Status

This is a non-exempt position.

Physical Requirements/ Work Environment

The work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed. Travel is not required for this position.

Additional Information:Location:AdaDepartment:9340 Business Solutions Sales OperationsTime Type:Full time

Commitment to Equal Opportunity

PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, status as a protected veteran, and basis of disability or any other federal, state or local protected class. We prohibit retaliation against individuals who bring forth any concerns, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any concerns or otherwise oppose discrimination.

If you require a reasonable accommodation to complete the application process, please contact Human Resources at:humanresources@legalshieldcorp.com.

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