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Client Onboarding Associate Jobs in Rochester, NY

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 ...

BENE-CARE

Bene-Care HR Consultant

Webster, NY · On-site

$75K - $95K/yr

Looking for workplace flexibility, autonomy, and meaningful client impact? Our HR Consultants ... Associate or bachelor's degree preferred * 3-5 years of progressive HR Generalist or HR Manager ...

ABM Industries, Inc.

Administrative Assistant

Rochester, NY · On-site

$20.49/hr

... 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 ...

Fisher Associates

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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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 Jul 14, 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 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 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.
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Client Onboarding Associate jobs near you
Sales Assistant - Client Relationship Support

Sales Assistant - Client Relationship Support

M&T Bank

Pittsford, NY • On-site

$21.49 - $35.81/hr

Full-time

Posted 17 days ago

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 183 frontline employees who took The Breakroom Quiz

76th of 149 rated banks

Job description

Sales Assistant - Client Relationship Support- Pittsford, NY

Launch your career in wealth management with M&T Bank. We're seeking a Client Relationship Associate (Sales Assistant) to support Financial Advisors while helping grow client relationships across an assigned branch or region. In this role, you'll partner closely with Advisors to deliver a seamless client experience-managing follow-ups, supporting onboarding, and preparing for client engagements. This is an opportunity to build foundational experience, contribute to business development efforts, and grow within a collaborative, high-performing team.

Primary Responsibilities:

  • Partner with Financial Advisors to support client relationships and deliver a seamless client experience across an assigned branch or region

  • Manage client follow-ups, servicing requests, and day-to-day communication with existing and prospective clients

  • Prepare for client meetings by coordinating schedules, gathering materials, and supporting onboarding activities

  • Assist with marketing materials, events, and seminars to support business development efforts

  • Track sales and referral activity to provide visibility into performance

  • Review and process documentation, ensuring accuracy and timely submission

  • Support trade processing, audit, compliance, and risk management activities

What You'll Bring

  • Client-first mindset with strong organizational and communication skills

  • Ability to manage multiple priorities in a fast-paced environment

  • Experience in sales support, administration, or client service preferred

  • FINRA Series 99 (or ability to obtain) preferred

Education and Experience Required:

Associate's degree, or in lieu of a degree, a combined minimum of 2 years' higher education and/or work experience

Education and Experience Preferred:

Minimum of 1 years' sales and/or sales administration experience

FINRA Series 99 license

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.49 - $35.81 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationPittsford, New York, United States of America

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