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Client Onboarding Associate Jobs in New Port Richey, FL

Alphabe Insight

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 ...

Alphabe Insight Inc

Client Service Associate

Tampa, FL · On-site

$13.25 - $18.25/hr

We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this ... needs * Assist with onboarding, updates, and service-related processes * Provide clear ...

Limitless East Marketing

Client Service Associate

Tampa, FL · On-site

$13.75 - $19/hr

We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this ... needs * Assist with onboarding, updates, and service-related processes * Provide clear ...

Alphabe Insight Inc

Client Service Associate

Tampa, FL · On-site

$13.75 - $19/hr

We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this ... needs * Assist with onboarding, updates, and service-related processes * Provide clear ...

Bank of America

Sr Operations Project Analyst

Tampa, FL · On-site

$27.07 - $34.72/hr

This role will support client onboarding, account maintenance, data management, documentation, and ... associate experience. This role is critical to the successful delivery of strategic initiatives ...

Inovalon

Implementation Advocate

Tampa, FL · On-site

Manage the client onboarding experience from initial intake through go-live, applying a ... Inovalon invests in associates to help them stay healthy, save for long-term financial goals, and ...

Sutton Bank

CIP Compliance Analyst

Tampa, FL

Associate's Degree and/or Bachelor's degree in a related field. Licenses/Certifications: None ... Prior experience in performing Client Onboarding/CIP/KYC Reviews/Data Remediation. Or equivalent ...

Sutton Bank

CIP Compliance Analyst

Tampa, FL · On-site

Associate's Degree and/or Bachelor's degree in a related field.Licenses/Certifications: None ... Prior experience in performing Client Onboarding/CIP/KYC Reviews/Data Remediation. Or equivalent ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in New Port Richey, FL

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 7, 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 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 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.

Financial Services Client Support Associate

100 Raymond James & Associates, Inc.

Clearwater, FL • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Raymond James & Associates, Inc. is seeking a dynamic Registered Client Service Associate to support Financial Advisors and clients. The role emphasizes effective communication across phone, email, in-person, and virtual platforms, with the ability to manage multiple tasks in a fast-paced environment. Growth opportunities exist within a trusted, history-rich financial services firm. The ideal candidate will be detail oriented, a problem solver, and capable of coordinating client onboarding, #J-18808-Ljbffr

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