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Client Onboarding Associate Jobs in Austin, TX (NOW HIRING)

CliftonLarsonAllen

Client Success Associate

Austin, TX · On-site

CLA is seeking a Client Success Associate. This role assists with the optimization of the client ... Essential Job Functions *Assist with the sales-to-services transition and overall client onboarding ...

Doist

Associate Director, Wealth Advisor

Austin, TX · On-site

$90 - $150/hr

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ... Support a smooth transition from prospect to client onboarding. * Integrated Solution Delivery:

Vestwell

Senior Associate, Implementations

Austin, TX · On-site

While we're not looking for deep expertise, prior experience in client servicing, plan ... Managing all aspects of the onboarding process from point of sale through successful transition of ...

Help At Home

Intake Client Associate

Austin, TX · 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 ...

Choreo

Wealth Advisor

Austin, TX

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ... Support a smooth transition from prospect to client onboarding. Integrated Solution Delivery:

Bank of America

Treasury Sales Associate

Austin, TX

Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required. * Assists with coordinating the Client Management ...

Vodia Ventures

Client Service Associate

Austin, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Plan and manage new account onboarding process including SMA and alternative investments * Closely ...

Choreo

Wealth Advisor

Austin, TX · On-site

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ... Support a smooth transition from prospect to client onboarding. Integrated Solution Delivery:

Choreo

Wealth Advisor

Austin, TX · On-site

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ... Support a smooth transition from prospect to client onboarding. Integrated Solution Delivery:

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Austin, TX

Client Onboarding Associate information

See Austin, TX salary details

$13

$25

$41

How much do client onboarding associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for client onboarding associate in Austin, TX 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 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 Austin, TX?

The most popular types of Client Onboarding jobs in Austin, TX are:

What are popular job titles related to Client Onboarding Associate jobs in Austin, TX?

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

What job categories do people searching Client Onboarding Associate jobs in Austin, TX look for?

The top searched job categories for Client Onboarding Associate jobs in Austin, TX are:

What cities near Austin, TX are hiring for Client Onboarding Associate jobs?

Cities near Austin, TX with the most Client Onboarding Associate job openings:

Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Austin, TX as of August 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $53,530 per year, or $25.7 per hour.

Client Success Associate

Austin, TX • On-site

CliftonLarsonAllen
Accounting Services • 5 - 10K employees

7.0

Company rating: 7.0 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

21st of 23 rated bookkeepers and accountants

Respectful managers

Uninterrupted breaks

Learn more about CliftonLarsonAllenexternal

Other

Medical, Dental, Vision, Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is seeking a Client Success Associate.

This role assists with the optimization of the client experience lifecycle . They help facilitate the development of digital software client relationships in order to promote loyalty, retention, and drive up the Net Promoter Score (NPS).

Essential Job Functions

The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.

Essential Job Functions

*Assist with the sales-to-services transition and overall client onboarding deliverables.

*Work alongside the project implementation teams to drive software product adoption.

*Help moderate and resolve with any client escalations that may arise.

*Facilitate client seamless transition to post implementation.

*Coordinate with scoping and service teams for post implementation activities.

*Identify referenceable clients and possible case studies.

*Assist with client transfer management.

*Help promote and identify other seamless CLA services to clients.

*May assist with client subscription and support renewals, existing client marketing activities, and post implementation billing management.

Requirements

Experience

  • relevant experience required.
  • Experience with software account management, leading teams, and managing clients preferred.

Education

Bachelor's degree required (Combination of related experience, education, and training may be accepted in lieu of degree).

  • Degree in Accounting, Business, Communications, Public Relations, or Marketing preferred.

Technical Competencies

Proficiency in Microsoft Outlook and Office products (Word, Excel, Teams, PowerPoint, etc.)

Travel Requirements

This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

#LI-RC1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits, click here.

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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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