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Client Onboarding Associate Jobs in Boston, MA (NOW HIRING)

Portfolio Compliance Associate Victory Capital | Boston, MA About Victory Capital: Victory Capital ... Support new account onboarding, including interpretation of client guidelines, rule analysis ...

Portfolio Compliance Associate Victory Capital | Boston, MA About Victory Capital: Victory Capital ... Support new account onboarding, including interpretation of client guidelines, rule analysis ...

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and ...

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and ...

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and ...

Client Services Associate

Wilmington, MA · On-site

$20.44 - $30/hr

Client Services Associate At HUB International, we believe the best workplaces do more than offer a ... Comprehensive Onboarding and Continuing Education Ready to take the next step? Apply today. The ...

Client Services Associate

Wilmington, MA · On-site

$20.44 - $30/hr

Client Services Associate We currently have an opportunity for a Client Services Associate to join ... Comprehensive Onboarding and Continuing Education Ready to take the next step? Apply today. The ...

Associate's or Bachelor's degree preferred; equivalent work experience will be considered. * 2+ years of experience in client onboarding, implementation coordination, project coordination, payr ...

Associate's or Bachelor's degree preferred; equivalent work experience will be considered. * 2+ years of experience in client onboarding, implementation coordination, project coordination, payr ...

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and ...

Senior Specialist, Private Banking Team Lead

Boston, MA · On-site

$89K - $123K/yr

The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers ... The PBA manages the onboarding process from client intake through account opening, funding, and ...

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and ...

Client Services Associate

Boston, MA · On-site

$20.44 - $30/hr

Client Services Associate We currently have an opportunity for a Client Services Associate to join ... Comprehensive Onboarding and Continuing Education Ready to take the next step? Apply today. The ...

Associate's or Bachelor's degree preferred; equivalent work experience will be considered. * 2+ years of experience in client onboarding, implementation coordination, project coordination, payr ...

Senior Specialist, Private Banking Team Lead

Boston, MA · On-site

$89K - $123K/yr

The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers ... The PBA manages the onboarding process from client intake through account opening, funding, and ...

Senior Specialist, Private Banking Team Lead

Boston, MA · On-site

$89K - $123K/yr

The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers ... The PBA manages the onboarding process from client intake through account opening, funding, and ...

Showing results 21-40

Client Onboarding Associate information

See Boston, MA salary details

$14

$28

$45

How much do client onboarding associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for client onboarding associate in Boston, MA is $28.28, according to ZipRecruiter salary data. Most workers in this role earn between $22.26 and $31.15 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 Boston, MA?

The most popular types of Client Onboarding jobs in Boston, MA are:

What are popular job titles related to Client Onboarding Associate jobs in Boston, MA?

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

What job categories do people searching Client Onboarding Associate jobs in Boston, MA look for?

The top searched job categories for Client Onboarding Associate jobs in Boston, MA are:

What cities near Boston, MA are hiring for Client Onboarding Associate jobs?

Cities near Boston, MA with the most Client Onboarding Associate job openings:

Infographic showing various Client Onboarding Associate job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 11% Part Time, and 7% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $58,830 per year, or $28.3 per hour.

Client Services Associate / Travel

HB Travels

Salem, MA • On-site

Other

Re-posted 29 days ago


Job description

About the job Client Services Associate / Travel
Are you passionate about travel and committed to delivering outstanding client service? We are seeking Client Services Associates / Travel to join our growing team. This opportunity is ideal for motivated individuals who thrive in a client-focused environment and are eager to build a rewarding career in the travel industry with complete flexibility.
Key Responsibilities

  • Provide personalized travel support and recommendations tailored to client needs
  • Design customized vacation packages, including resorts, cruises, excursions, and tours
  • Manage the end-to-end booking process to ensure seamless travel experiences
  • Maintain strong client relationships through proactive communication and follow-up
  • Stay current with travel industry trends, destinations, and emerging opportunities
Qualifications
  • Genuine passion for travel and customer service excellence
  • Strong communication, organizational, and problem-solving skills
  • Ability to work independently in a remote environment
  • Prior experience in customer service or travel (a plus, but not required)
  • Must be 18+ with reliable internet and a dedicated workspace
What We Offer
  • Flexible scheduling with complete work-life balance
  • Comprehensive training and onboarding ,no prior experience required
  • Ongoing mentorship and professional development
  • Unlimited earning potential with commission-based income
  • Exclusive travel perks, discounts, and benefits
  • Opportunity to obtain IATA accreditation for qualified participants

If you are seeking a professional, flexible, and growth-oriented role where you can combine your love for travel with exceptional client service, this may be the perfect fit.
Apply today to explore a career as a Client Services Associate / Travel.