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Client Onboarding Associate Jobs in Lockport, IL

SpotOn: Sales

Client Onboarding Manager

Chicago, IL · On-site

$77K - $100K/yr

The Manager, Client Onboarding leads a team of specialists, driving operational excellence and ... Lead and develop a team of specialists and associate managers, fostering accountability, engagement ...

SpotOn

Client Onboarding Manager

Chicago, IL · Remote

$77K - $100K/yr

The Manager, Client Onboarding leads a team of specialists, driving operational excellence and ... Lead and develop a team of specialists and associate managers, fostering accountability, engagement ...

Aprio

Onboarding Accounting Associate

Chicago, IL · On-site +1

Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Onboarding Associate ...

Corps Team

Client Service Associate

Chicago, IL · On-site

$26.27 - $28.27/hr

Client Service Associate - Fixed Income Our client, a large financial services company, is seeking ... This position plays a key role in delivering a seamless client experience across onboarding ...

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

Onboarding: Assist financial advisors in the onboarding process of new clients, including gathering necessary documents, setting up accounts, and ensuring all client information is accurate and ...

Chase

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Job Title Client Service Associate Join JPMorganChase's Trade & Working Capital Client Service ... Job Responsibilities Support the team as a day-to-day contact for client onboarding, transactions ...

J.P. Morgan

Client Service Associate

Chicago, IL

$15 - $20.50/hr

As a Client Service Associate within the Trade & Working Capital Client Service organization, you ... Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service ...

William Blair

Associate I, Client Relations

Chicago, IL · On-site

$41K - $51K/yr

... focus on client onboarding, cash management, account billing, trading (where required) and ... Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in ...

William Blair

Associate I, Client Relations

Chicago, IL · On-site

$41K - $51K/yr

... focus on client onboarding, cash management, account billing, trading (where required) and ... Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in ...

William Blair

Associate I, Client Relations

Chicago, IL · On-site

$41K - $51K/yr

... focus on client onboarding, cash management, account billing, trading (where required) and ... Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Lockport, IL

Client Onboarding Associate information

See Lockport, IL salary details

$13

$26

$41

How much do client onboarding associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for client onboarding associate in Lockport, IL is $26.04, according to ZipRecruiter salary data. Most workers in this role earn between $20.48 and $28.70 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 job categories do people searching Client Onboarding Associate jobs in Lockport, IL look for? The top searched job categories for Client Onboarding Associate jobs in Lockport, IL are:
What cities near Lockport, IL are hiring for Client Onboarding Associate jobs? Cities near Lockport, IL with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Lockport, IL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $54,165 per year, or $26 per hour.

Client Onboarding Manager

SpotOn: Sales

Chicago, IL • On-site

$77K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

SpotOn rating

6.2

Company rating: 6.2 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

219th of 242 rated software companies

Job description

About SpotOn
We're not just building restaurant tech, we're giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.
  • Named the #1 Restaurant POS by G2 (Summer 2026), based on ratings from real users
  • Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users
  • Awarded Great Places to Work and Built In's Best Workplaces for multiple years running

We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you're looking to make an impact with heart and hustle, SpotOn is the place for you.
The Manager, Client Onboarding leads a team of specialists, driving operational excellence and process improvements. This role ensures delivery against strategic objectives while developing team capabilities and fostering collaboration across departments.
This team is essential in delivering a seamless and exceptional Point of Sale (POS) implementation experience for clients. This role is responsible for driving team performance against key metrics such as time to install, activation rates, and client satisfaction (NPS/CSAT), while upholding a high standard of service. The objective is to foster continuous process improvement, strengthen cross-departmental collaboration, and support team development to ensure the best possible onboarding outcomes for clients.
Responsibilities
Team Leadership & Development
  • Lead and develop a team of specialists and associate managers, fostering accountability, engagement, and performance.
  • Set clear goals and performance expectations aligned with departmental objectives.
  • Provide regular coaching, feedback, and professional development opportunities to build team capability.
  • Oversee workload allocation, ensuring balanced capacity, productivity, and service quality.
  • Manage recruitment, onboarding, and training to build a high-performing team culture.

Client & Cross-Functional Partnership
  • Act as a key point of contact for client-facing teams and stakeholders to ensure alignment on project requirements and timelines.
  • Anticipate client and partner needs, providing proactive solutions and maintaining strong, collaborative relationships.
  • Coordinate with internal functions (Implementation, Product, Operations, etc.) to ensure smooth project execution and issue resolution.
  • Communicate updates, progress, and risks clearly to senior leadership and key stakeholders.

Operational Execution & Process Improvement
  • Oversee execution of multiple concurrent projects, ensuring on-time delivery and adherence to quality standards.
  • Identify and implement process improvements to increase efficiency, scalability, and accuracy.
  • Monitor team metrics and performance dashboards to drive accountability and continuous improvement.
  • Partner with other managers to standardize best practices and optimize end-to-end workflows.

Training, Quality & Standards
  • Establish and maintain high quality and consistency standards across all team outputs.
  • Lead periodic quality reviews, identifying trends and coaching opportunities.
  • Develop and maintain team training resources and SOPs to ensure consistency across roles and projects.
  • Champion operational excellence and knowledge sharing across the broader function.
  • Hold the team accountable for following documented processes: Standard Operating Procedures (SOPs), Service-level Agreements (SLAs), and checklists.

Onboarding Oversight
  • Oversee the team's client communication to ensure a positive, professional experience from onboarding to activation.
  • Address escalated client concerns or complex issues and support the team in resolution efforts.
  • Track client feedback and ensure the team implements improvements based on insights from surveys, NPS, and CSAT scores.
  • Collaborate with other departments, including Technical Services, Sales, and Success, to drive seamless integrations and support.
  • Evaluate team performance metrics to uncover trends and areas for enhancement by utilizing KPIs such as installation time, client satisfaction, and activation rates.
  • Partner with Quality Assurance to ensure the team follows processes and sets the clients up for success.

Skills & Knowledge
  • Advanced leadership, coaching, and team development skills.
  • Strategic thinking and operational planning abilities.
  • Strong problem-solving, decision-making, and analytical capabilities.
  • Ability to drive performance improvements by identifying trends, analyzing data, and implementing action plans to achieve team KPIs and enhance client satisfaction.
  • Proficiency with relevant systems, tools, and metrics-driven management.
  • Effective stakeholder management and cross-functional collaboration.
  • Strong understanding of restaurant management systems and software solutions, with the ability to guide and mentor the team on their effective use in client onboarding and training.
  • Exceptional organizational and multitasking abilities, with the capability to manage competing priorities, track team performance, and ensure project deadlines are met.
  • Ability to maintain professionalism and composure when managing high-pressure situations or working with various client personalities and expectations.
  • Knowledge of or experience in restaurant operations, management, or hospitality technology.
  • Knowledge of or experience in a client-facing implementation, project management, or consulting role.
  • Knowledge of using Customer Relationship Management (CRM) tools (Salesforce preferred)

Previous Experience
  • 8 years of professional experience in customer success or related roles.
  • 3 years of experience managing and developing high-performing teams.
  • Experience in fintech or SaaS environments preferred.
  • Bilingual English/Spanish strongly preferred
Education / Professional Training
  • Bachelor's degree in Hospitality Management, Business Administration, or a related field required.
  • An equivalent combination of education and experience may be considered.
  • Relevant professional certifications (e.g., Customer Success Management, Project Management) a plus.

Benefits
At SpotOn, we put people above everything else. We're known for our innovative software and technology solutions, but we stand out because of the hardworking humans behind the tech. We can't take care of our clients without taking care of our employees first, and that's why we invest in your wellbeing with a competitive benefits package designed to support your health, family, and future:
  • Medical, Dental, and Vision Options: Nationwide plans to fit your personal healthcare needs.
  • HSA with Employer Match: High-deductible health plan enrollees receive an annual company contribution to their Health Savings Account
  • Company-Paid Life Insurance & Disability
  • 401(k) Retirement Savings & Annual Employer Match
  • Restricted Stock Units (RSUs)
  • Pre-Tax Commuter Benefits
  • Paid Parental Leave
  • Paid vacation, 10 company holidays (including 1 floating holiday), sick time, and volunteer time off
  • Monthly cell phone and internet stipend
  • Education reimbursement up to $2,000 per calendar year to assist with your professional development
  • Employee Resource Groups to build community and inclusion at work

We will never ask candidates to pay fees, purchase equipment, or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address (@spoton.com). If something seems suspicious, please contact us at careers@spoton.com.
SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.
Work authorization in the U.S. is required. Visa sponsorship is not available for this role.
SpotOn is an E-Verify company.

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