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Client Onboarding Associate Jobs in Utah (NOW HIRING)

Bank of Utah

Treasury Management Associate

Orem, UT · On-site

$65K - $70K/yr

Associate's degree or Bachelor's degree in Business, Finance, Accounting, or a related field ... Experience supporting client onboarding, implementation, or relationship management preferred.

iCapital

Client Delivery Specialist

Salt Lake City, UT · On-site

$75K - $85K/yr

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data ... Help manage client onboarding, client account setup and training and day-to-day support and issue ...

Squaremouth

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Coordinate client onboarding, account opening, and documentation processes with custodians and ... Associate's or Bachelor's degree in Finance, Business, or a related field Benefits HUB ...

HUB International

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Coordinate client onboarding, account opening, and documentation processes with custodians and ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Utah

Client Onboarding Associate information

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How much do client onboarding associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client onboarding associate in Utah is $23.64, according to ZipRecruiter salary data. Most workers in this role earn between $18.61 and $26.06 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 Utah? The most popular types of Client Onboarding jobs in Utah are:
What are popular job titles related to Client Onboarding Associate jobs in Utah? For Client Onboarding Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Associate jobs in Utah look for? The top searched job categories for Client Onboarding Associate jobs in Utah are:
What cities in Utah are hiring for Client Onboarding Associate jobs? Cities in Utah with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $49,164 per year, or $23.6 per hour.

Global Banking & Markets- Salt Lake City- Senior Associate, Client Onboarding & Configuration- [...]

Socket.dev

Salt Lake City, UT • On-site

$90 - $120/hr

Other

Posted 2 days ago

New

Job description

Job Duties: Senior Associate, Client Onboarding & Configuration with Goldman Sachs & Co. LLC Salt Lake City, Utah. Ensure due diligence is performed on new and existing clients to comply with all Compliance policies, procedures and regulatory obligations. Develop expertise in the firm’s AML/Customer Identification due diligence policies. Communicate with internal and external clients to obtain relevant documentary requirements in line with current policies and procedures. Perform ongoing maintenance and monitoring of existing clients to ensure continued compliance with internal policies and external regulations. Develop and maintain reports to present key performance indicators (KPIs) and key risk indicators (KRI) to stakeholders. Support team manager in day-to-day oversight as well as strategic initiatives. Participate in regular meetings with regional and global team members and management. Identify, define and enhance process efficiencies which will benefit Client Onboarding. Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology, and revenue groups on KYC / AML matters. Take ownership of an agreed upon workload and projects ensuring it is processed to completion within timelines. Participate in ad hoc projects and Audits as required.

Job Requirements: Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Analytics, Industrial Engineering, or related field and three (3) years of experience in the job offered or in a related role. Prior experience must include three (3) years with: conducting due diligence and working with compliance policies, procedures and regulatory obligations; KYC (Know Your Customer) & AML (Anti-Money Laundering) frameworks and Customer Identification due diligence policies; KYC/AML Platforms: Including industry-standard KYC/AML screening and case management systems such as World-Check or LexisNexis; Microsoft Office Suite including Excel, PowerPoint, and Word; Data visualization tools including Tableau; Data analytics tools including Alteryx; and SQL (Structured Query Language).

©The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.

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