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Client Onboarding Associate Jobs in Exton, PA (NOW HIRING)

Catalyst Career Group

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Inside Sales - Heavy Equipment (Overhead Cranes)

Collegeville, PA · On-site

$60K - $90K/yr

Bachelor's degree or Associate's degree preferred * Past work experience within industrial service ... client onboarding and service delivery. * Stay informed about industry trends, competitor ...

Modera Wealth Management

Planning Associate

Wayne, PA · Hybrid

$60K - $85K/yr

We are looking for a Planning Associate that will be responsible for supporting our lead advisors ... client service in a wide range of client activities, including onboarding of new assets

Wolters Kluwer

Customer Success Associate

Wilmington, DE · On-site

$36K - $61K/yr

Proactively support the onboarding process for new customers. * Address and resolve a broader range ... Maintain and enhance strong client relationships. Skills: * Enhanced Communication: Improved verbal ...

Wolters Kluwer

Customer Success Associate

Wilmington, DE

$36K - $61K/yr

Proactively support the onboarding process for new customers. * Address and resolve a broader range ... Maintain and enhance strong client relationships. Skills: * Enhanced Communication: Improved verbal ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Exton, PA

Client Onboarding Associate information

See Exton, PA salary details

$13

$25

$40

How much do client onboarding associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for client onboarding associate in Exton, PA is $25.06, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $27.60 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 job categories do people searching Client Onboarding Associate jobs in Exton, PA look for?

The top searched job categories for Client Onboarding Associate jobs in Exton, PA are:

What cities near Exton, PA are hiring for Client Onboarding Associate jobs?

Cities near Exton, PA with the most Client Onboarding Associate job openings:

Client Onboarding Associate jobs near you

Inside Sales - Heavy Equipment (Overhead Cranes)

Collegeville, PA • On-site

Catalyst Career Group
11 - 50 employees
Learn more about Catalyst Career Groupexternal

$60K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 29 days ago

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Job description

Inside Sales Agreement
Konecranes

Konecranes is looking for a person to fill their Inside Sales Agreement position. This position primarily handles quoting Inspection Repairs and Parts opportunities. In this position you will be responsible for researching parts pricing; both with internal resources and external vendors. Commercial parts research will also be required. Maintaining strong communication will be key in an effort with the Inside Sales Representative to produce accurate quotes for a timely delivery to the customer. Prospecting calls and answering incoming customer call will be secondary job tasks to be performed by the Sales Support individual. An individual in this position will need to be an effective communicator, team player, and someone ready to take direct ownership of their personal development. If you think your attributes are a fit and you are interested in working in a fast paced, safety first type of environment, apply today!


Position includes:

  • $50,000 non-negotiable Base
  • OTE: $80,000-$90,000
  • Plus Commission
  • Full Benefits
  • Paid vacation, sick/personal days, holidays


Phone Interviews are being scheduled.
A Private Recruiting Services
Provided by Catalyst Career Group


To request an interview, press the "APPLY" Button below


Requirements Include:

  • Bachelor’s degree or Associate’s degree preferred
  • Past work experience within industrial service sales is preferred.
  • Must have a basic understanding of mechanical, electrical and machinery principals and be willing to work hands on with the service branches.
  • Demonstrated leadership experience
  • Good verbal, written, computer, and customer service skills are a must.


Principal Responsibilities Include:

  • Meet and exceed individual and team sales targets within an assigned territory.
  • Proactively identify and generate new business leads through market research, outbound prospecting, and networking efforts
  • Engage with potential clients to understand their needs, articulate the value proposition of our agreement and inspection services, and address inquiries.
  • Conduct effective sales presentations and lead negotiations.
  • Lead negotiations with clients to secure new business agreements.
  • Create compelling and customized proposals that highlight the unique value of our services to meet the specific needs of potential clients.
  • Maintain a well-organized and dynamic sales funnel/pipeline, account and contact information, tracking leads through various stages of the sales process and ensuring timely follow-up within our CRM software
  • Collaborate with internal teams, including marketing, operations, and client services, to ensure a coordinated approach to client onboarding and service delivery.
  • Stay informed about industry trends, competitor activities, and market dynamics to strategically position our services for success.
  • Build and maintain strong relationships with clients, providing ongoing support and ensuring customer satisfaction.
  • Stay updated on product knowledge, industry best practices, and sales techniques to continuously enhance skills and effectiveness.


To request an interview, press the "APPLY" Button below