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Client Onboarding Associate Jobs in Naples, FL (NOW HIRING)

HelloTeam

Customer Support Specialist

Naples, FL · Remote

$18.50 - $24.75/hr

Support client onboarding and implementation by conducting training sessions, guiding clients ... An Associate's or Bachelor's degree in Communications, Business Administration, or similar course ...

HelloTeam

Customer Support Specialist

Naples, FL · On-site +1

$17.75 - $24/hr

Support client onboarding and implementation by conducting training sessions, guiding clients ... An Associate's or Bachelor's degree in Communications, Business Administration, or similar course ...

The Hello Team

Customer Support Specialist

Naples, FL · Remote

$17 - $22.75/hr

Support client onboarding and implementation by conducting training sessions, guiding clients ... An Associate's or Bachelor's degree in Communications, Business Administration, or similar course ...

Northern Trust

Registered Associate II

Bonita Springs, FL · On-site

$64K - $105K/yr

The associate supports client relationships through account servicing, onboarding, and trade execution while contributing to the development and execution of investment strategies aligned to client ...

Stouffer Legal

Be Seen First

Associate Attorney

Naples, FL · On-site

$90K - $120K/yr

Our firm has built a culture around professionalism, collaboration, and long-term client ... training and onboarding What You Can Expect in the Hiring Process - Submit application - Phone ...

NVA

Client Services Representative

Naples, FL · On-site

$15 - $20.50/hr

We provide thorough onboarding and ongoing support to help you succeed • Positive Work Culture: A ... National Veterinary Associates is a leading global pet care organization united in the love of ...

NVA

Client Services Representative

Naples, FL · On-site

$15 - $20.50/hr

We provide thorough onboarding and ongoing support to help you succeed • Positive Work Culture: A ... National Veterinary Associates is a leading global pet care organization united in the love of ...

RH-USA Inc

Associate Hospitality Leader

Naples, FL · On-site

$14.25 - $19.25/hr

... hiring, onboarding, and building a high-performing team aligned with RH's vision * Drive ... Create strategic team schedules to optimize our business while also elevating our client experience

RH

Associate Hospitality Leader

Naples, FL · On-site

$65K - $90K/yr

... hiring, onboarding, and building a high-performing team aligned with RH's vision * Drive ... Create strategic team schedules to optimize our business while also elevating our client experience

Bessemer Trust Inc.

Associate Wealth Advisor

Naples, FL · On-site

Perform due diligence on prospective client leads received from lead generators and other related ... Ensure a seamless onboarding process for prospective clients by effectively managing the transition ...

FirstService Residential

Regional Director

Estero, FL

$100K - $105K/yr

... each client. Supports the onboarding of new community managers. * Provides ongoing support with training, coaching, and developing career paths for associates that desire growth opportunities.

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Client Onboarding Associate information

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$24

$39

How much do client onboarding associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client onboarding associate in Naples, FL is $24.45, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $26.92 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 popular job titles related to Client Onboarding Associate jobs in Naples, FL?

For Client Onboarding Associate jobs in Naples, FL, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Associate jobs in Naples, FL look for?

The top searched job categories for Client Onboarding Associate jobs in Naples, FL are:

What cities near Naples, FL are hiring for Client Onboarding Associate jobs?

Cities near Naples, FL with the most Client Onboarding Associate job openings:

Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Naples, FL 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 $50,863 per year, or $24.5 per hour.

Registered Wealth Management Client Associate

Bank of America

Naples, FL • On-site

Full-time

Re-posted 25 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 529 frontline employees who took The Breakroom Quiz

50th of 171 rated banks

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.We believe trust comes fromtransparency.Ourtrusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Position Overview:

The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.

Specific responsibilities include, but are not limited to:

  • Work with highly affluent clients
  • Lead end-to-end onboarding and maintenance activities for new and existing clients.
  • Provide products and services to each client, working with cross line of business partners
  • Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
  • Act as a key team member leading our clients' digital experience with the firm
  • Create ease of access and interaction, while protecting their privacy and security
  • Find opportunities to innovate every day

Key Qualifications for the role:

  • Candidates are required to currently hold Series 7 & 66 or 63/65
  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
  • Product Knowledge: Foundational knowledge of investment and banking products
  • Energetic individual that is self-motivated, coachable, and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibility
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs delivering complex solutions
  • Frequent communication, and an abundance of discretion with sensitive information
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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