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Client Onboarding Associate Jobs in Virginia (NOW HIRING)

Paradigm

Client Relations Admin

Virginia Beach, VA · On-site

$20 - $23/hr

Shadow Tier II team members on onboarding, renewal, calibration, and account management activities ... Associate degree or bachelor's degree preferred. * Experience with CRM (Client Record Management ...

Paradigm Inc

Client Relations Admin

Virginia Beach, VA · On-site

$35K - $44K/yr

Shadow Tier II team members on onboarding, renewal, calibration, and account management activities ... Associate degree or bachelor's degree preferred. * Experience with CRM systems a plus, Microsoft ...

Help At Home

Intake Client Associate

Richmond, VA · 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 ...

W3Global Inc.

Wealth Advisor

Mclean, VA

$100K - $250K/yr

... client onboarding and transition processes. * Provide guidance regarding portfolio construction and investment implementation. * Review planning analyses and recommendations prepared by associates.

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Showing results 21-40

All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Virginia

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 Virginia is $25.74, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $28.37 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 Virginia? The most popular types of Client Onboarding jobs in Virginia are:
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What cities in Virginia are hiring for Client Onboarding Associate jobs? Cities in Virginia with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $53,542 per year, or $25.7 per hour.

Financial Services Client Associate

LD&B Insurance Services

Waynesboro, VA • On-site

$21.61 - $25.69/hr

Full-time

Posted 19 days ago

Job description

Layman Diener Borntrager Insurance Agency - Client Associate (Registered Client Associate preferred)

*Registered Client Associate preferred

The Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Client Associate provides operational assistance through account processing and monitoring, practice management (organizes Financial Services team logistics, maintains contact management information systems, and complies with firm policies and industry standards) and special projects. As a representative of the organization, the Client Associate aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values daily.

Essential Duties & Responsibilities:
  • Provide support for the Financial Services Division by assisting with client account opening, onboarding, and service.
  • Collaborate with the marketing department to develop division specific materials. 
  • Review and maintain operating processes to ensure efficient workflows while adhering to firm policies and industry standards. 
  • Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency and mastery across all financial services platforms. 
  • Cultivate professional relationships with clients by providing high-quality client experience.
  • Demonstrate regular and reliable attendance.
  • Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
  • Other duties as assigned by management.

Requirements:

Education, Requirements, Qualifications & Skills:
  • High school diploma or equivalent required. Additional college courses and/or office environment experience preferred. 
  • Ability to obtain current appropriate licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same. 
  • Adherence to compliance requirements of the regulatory bodies, broker-dealer and firm for non-registered persons. 
  • Excellent communication and interpersonal skills to effectively engage with clients and provide exceptional service.
  • Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
  • Must be a self-starter and capable of completing tasks with little or no supervision.
  • Knowledge of insurance regulations and compliance requirements.
  • Ability to understand and adhere to all requirements related to information security, privacy and confidentiality always.

Physical Requirements:
  • Must be physically able to work a minimum of 38 hours per week in the office.
  • Must be able to sit for long periods of time, which may include extensive use of personal computers and associated software.
  • Must possess the ability to hear, see, and speak.
  • Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms, stoop, and kneel.
  • Occasionally required to lift and carry up to 20 pounds.
  • Perform with a high-energy level and ability to handle stress-related situations daily.
  • Must have a valid state issued driver’s license and have the ability to operate a vehicle.
  • Must be able to drive and travel unaccompanied in diverse weather conditions.