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Client Onboarding Associate Jobs in Rochester, NY

M3 Placement

Talent Acquisition Associate

Henrietta, NY · Remote

$22 - $26/hr

Research new industries and job functions to guarantee exceptional client/candidate matches ... onboarding programs as well as career coaching services. With locations in New York's Capital ...

Workfit Medical

Medical Scheduler

Rochester, NY · On-site

$17.25 - $22/hr

... and client facilities. Qualifications * High school diploma or equivalent required; associate ... Familiarity with healthcare compliance, credentialing, and onboarding processes. * Strong problem ...

WorkFit Medical

Medical Scheduler

Rochester, NY · On-site

$17.25 - $22/hr

... and client facilities. Qualifications * High school diploma or equivalent required; associate ... Familiarity with healthcare compliance, credentialing, and onboarding processes. * Strong problem ...

HCR Home Care

Talent Acquisition Specialist

Rochester, NY · On-site

$60K - $72K/yr

Collect required credentialing and on-boarding paperwork; works in conjunction with onboarding ... Associate's degree required. Qualifications and Requirements * Minimum 5 years of insurance or ...

Butler/Till

Customer Experience Specialist

Rochester, NY · On-site

$17.50 - $22/hr

Monthly posting of calendar content after client approval across all available social media ... Associate's degree in Marketing, Business, or Consumer Relations * 1+ years of Customer Service ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Rochester, NY

Client Onboarding Associate information

See Rochester, NY salary details

$13

$25

$41

How much do client onboarding associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for client onboarding associate in Rochester, NY is $25.63, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $28.22 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 Rochester, NY?

For Client Onboarding Associate jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Associate jobs in Rochester, NY look for?

The top searched job categories for Client Onboarding Associate jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Client Onboarding Associate jobs?

Cities near Rochester, NY with the most Client Onboarding Associate job openings:

Client Onboarding Associate jobs near you

Intern, Financial Planning - Rochester, NY

Mariner

Rochester, NY • On-site

$15.25 - $19.75/hr

Internship

Posted 10 days ago

Job description

Job Summary:
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.
Essential Duties and Responsibilities:
• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
• Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas during team discussions on improving client service and business development opportunities.
• Support client service activities, including account maintenance and money movement processes.
• Use financial planning and CRM software to assist with plan development and data management.
• Assist with data entry, plan modeling, and compiling plan deliverables.
• Collaborate with team members on special projects and client service initiatives.
Required Education and Experience:
• Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship
• Demonstrated leadership experience through work or extracurricular activities
Preferred Education and Experience:
• Major in wealth management, financial planning, finance, or a related field.
• Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
Skills:
• Strong customer service orientation.
• Excellent organizational and time management skills.
• Detail-oriented with solid analytical and problem-solving abilities.
• Comfortable contributing ideas in group settings.
• Clear and professional written and verbal communication.
• Ability to communicate complex topics in a simple, relatable way.
• Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.
• Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.
Supervisory Responsibilities:
• None
Physical Demands/Requirements:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel Requirement:
None
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V

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