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Client Onboarding Associate Jobs in Rochester, NY

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 ...

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 ...

... client engagement, and operational excellence. This role is responsible for delivering accurate and ... Recruitment, Onboarding & Talent Support * Acts as the site-level liaison for Talent Acquisition ...

Senior Survey Technician

Rochester, NY · Hybrid

$33 - $39.42/hr

Turn complex field data into accurate, client-ready survey deliverables while mentoring technicians ... Associate's degree in Surveying, Geomatics, Civil Engineering Technology, or related field ...

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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 5, 2026, the average hourly pay for client onboarding associate in Rochester, NY is $25.62, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $28.22 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 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:

CTIO -Activation & Customer Success - Experienced Associate

Pwc

Rochester, NY • On-site

$50K - $140K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

25th of 72 rated business consultants


Job description

Industry/Sector

Not Applicable

Specialism

IFS - Information Technology (IT)

Management Level

Associate

Job Description & Summary

The Opportunity
As a CTIO - Activation & Customer Success - Experienced Associate, you will engage with clients to understand their needs and drive successful outcomes, enhancing their satisfaction with our services and products. Within our Internal Firm Services practice, you will focus on building strong client relationships and delivering innovative software solutions that meet evolving client needs. This role is an opportunity to combine technical skills with creative thinking to deliver impactful results.
As an Associate, you will be driven by curiosity and contribute to client engagements while developing your skills and knowledge. You will adapt to working with diverse clients and team members, each presenting unique challenges. This role encourages you to take ownership and consistently deliver quality work that adds value to our clients and team success. You will build your personal brand and open doors to more opportunities as you navigate through the firm.
In this role, you will apply a learning mindset, appreciate diverse perspectives, and actively listen to express ideas clearly. You will gather information from various sources to analyze facts and discern patterns, committing to understanding how the business works and building commercial awareness.
Responsibilities
- Engaging with clients to understand their needs and drive successful outcomes
- Building strong relationships to enhance client satisfaction with PwC's services and products
- Supporting client onboarding and management processes to foster long-term partnerships
- Utilizing data analytics to inform client strategies and improve service delivery
- Managing customer interactions and resolving issues to maintain positive client experiences
- Collaborating with team members to deliver quality work in a fast-paced environment
- Adapting to diverse client challenges and contributing to innovative solutions
- Applying technical skills in customer relationship management to optimize client engagement
- Gathering and analyzing information to discern patterns and inform decision-making
- Taking ownership of personal development and consistently delivering value to clients and the team
What You Must Have
- At least a Bachelor's degree
- At least 1 years of experience
What Sets You Apart
- Preference for a Master's or Masters of Business Administration degree
- Demonstrating proficiency in Customer Relationship Management tools
- Utilizing data analytics to enhance customer success strategies
- Engaging in client onboarding and management processes
- Applying active listening and communication skills in client interactions
- Managing customer satisfaction and retention initiatives
- Adapting to diverse client needs and industry challenges

Travel Requirements

Up to 40%

Job Posting End Date

The salary range for this position is: $50,500 - $140,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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