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Client Onboarding Associate Jobs in New Port Richey, FL

Aureate

401(k) Associate

Tampa, FL · On-site

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to ... Support new client onboarding and plan-to-plan transitions/conversions. * Assist with RFP responses ...

Aureate

401(k) Associate

Tampa, FL

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to ... Support new client onboarding and plan-to-plan transitions/conversions. Assist with RFP responses ...

Aureate

401(k) Associate

Tampa, FL · On-site

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to ... client onboarding and plan-to-plan transitions/conversions. • Assist with RFP responses and ...

DTCC

Senior Integration Project Manager

Tampa, FL · On-site

Being a member of the FICC Client Success Management (CSM) Team, the Senior Associate will play an important role with new member onboarding and account lifecycle activities. The team member will ...

Citizens

PW Client Associate

Tampa, FL · On-site

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to ... The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for ...

Citizens

PW Client Associate

Tampa, FL · On-site

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to ... The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for ...

Citizens

PW Client Associate

Tampa, FL · On-site

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support ... The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for ...

Messa Sync

Client Service Associate

Tampa, FL · On-site

$13.25 - $18.25/hr

Client Service Associate Messa Sync is a fast-growing logistics and operations company committed to ... needs * Assist with onboarding, updates, and service-related processes * Provide clear ...

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Client Onboarding Associate information

See New Port Richey, FL salary details

$12

$23

$37

How much do client onboarding associate jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for client onboarding associate in New Port Richey, FL is $23.13, according to ZipRecruiter salary data. Most workers in this role earn between $18.22 and $25.48 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 New Port Richey, FL?

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

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

The top searched job categories for Client Onboarding Associate jobs in New Port Richey, FL are:

What cities near New Port Richey, FL are hiring for Client Onboarding Associate jobs?

Cities near New Port Richey, FL with the most Client Onboarding Associate job openings:

Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in New Port Richey, 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 $48,101 per year, or $23.1 per hour.

Senior associate - Client Onboarding and Documentation

JPMorgan Chase & Co.

Tampa, FL • On-site

$110 - $140/hr

Other

Posted 3 days ago

New

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 497 frontline employees who took The Breakroom Quiz

72nd of 172 rated banks

Job description

Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges. In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.

As a Senior Product Delivery Associate in Client Onboarding and Documentation, you are trusted with enabling the delivery of products in a stable and scalable way. Work with cross-function teams, build key relationships, and enable the product to continuously deliver value. You’ll also help drive release management activities, support testing and validation, and ensure compliance with firm standards.

Job responsibilities
  • Lead and coordinate monthly release cycles for KYC and documentation products.
  • Track and manage dependencies, risks, and issues to ensure smooth delivery.
  • Collaborate with global teams for follow-the-sun execution and structured handovers.
  • Oversee testing and validation activities, including pre-production and production weekend releases.
  • Maintain integrated release plans and elevate blockers with clear options.
  • Ensure compliance with firm risk, controls, and regulatory requirements.
  • Provide timely updates and post-release issue management to stakeholders.
  • Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
  • Supports the completion of change management activities across functional partners and monitors adherence to the firm’s risk, controls, compliance, and regulatory requirements
  • Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources
Required qualifications, capabilities, and skills
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Advanced proficiency with Jira (JQL/filters, dashboards, and automation).
  • Experience with automation and reporting tools such as Alteryx and Tableau (or similar).
  • Excellent communication and stakeholder management skills, including preparing executive-ready updates and materials.
  • Proven ability to coordinate testing and validation activities across multiple teams.
  • Ability to identify, track, and resolve risks and issues throughout the product delivery lifecycle.
  • 3+ years of experience or equivalent expertise in product management or a relevant domain area
  • Demonstrated performance in either product management or relevant domain area
  • Experience executing operational management and change readiness activities
  • Experience in product deployment processes
Preferred qualifications, capabilities, and skills
  • Developed knowledge of the product development life cycle
  • Experience with entitlements and access controls.
  • Background in KYC or Client Onboarding in regulated environments.
  • Familiarity with change management and access entitlement frameworks.
Additional information:

  • Visa sponsorship is not available for this position.

  • Work schedules will be full-time in office, on a 40-hour per week schedule.

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