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Client Onboarding Associate Jobs in Secaucus, NJ

Progyny

Senior Client Onboarding Manager

New York, NY · On-site

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations ... Partnering with a team of Associate Onboarding Manager (s) and/or Onboarding Manager(s) within the ...

Progyny

Senior Client Onboarding Manager

New York, NY · On-site

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations ... Partnering with a team of Associate Onboarding Manager (s) and/or Onboarding Manager(s) within the ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Secaucus, NJ

Client Onboarding Associate information

See Secaucus, NJ salary details

$13

$26

$42

How much do client onboarding associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for client onboarding associate in Secaucus, NJ is $26.40, according to ZipRecruiter salary data. Most workers in this role earn between $20.77 and $29.09 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 are the most commonly searched types of Client Onboarding jobs in Secaucus, NJ? The most popular types of Client Onboarding jobs in Secaucus, NJ are:
What job categories do people searching Client Onboarding Associate jobs in Secaucus, NJ look for? The top searched job categories for Client Onboarding Associate jobs in Secaucus, NJ are:
What cities near Secaucus, NJ are hiring for Client Onboarding Associate jobs? Cities near Secaucus, NJ with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you

Client Onboarding Associate / KYC

Mizuho Financial Group

New York, NY • Hybrid

$68K - $95K/yr

Full-time

Medical, Dental, Retirement

Posted 17 days ago

Job description

Job Summary:
Onboarding Associate will be part of the Underlying Principles onboarding team and will workclosely with Front Office Sales/Trading, Internal Stakeholders (Credit, Legal, Compliance, Ops)and external Clients to onboard and complete new client onboarding in a timely and efficientmanner.


Major Responsibilities:

  • Review onboarding submissions for funds, SPVs, and other investment managermanaged entities.

  • Partner with Front Office teams and clients to obtain required KYC/CIP, regulatory, andaccount setup documentation.

  • Review onboarding documents (e.g., account opening forms, tax forms, formationdocuments, ADV, suitability certificates, QIB, AML letters, Wolfsberg Questionnaire, andPrime Broker Agreements) for accuracy, completeness, and relevance.

  • Ensure onboarding documentation complies with internal audit, MUSO Policy, andglobal KYC/ AML requirements.

  • Manage onboarding priorities to meet deadlines.

  • Create client records, ensuring alignment of client type, industry classification, businessactivities, relationship purpose, and products.

  • Conduct OFAC and adverse media screenings to identify and assess client risk.

  • Review Dodd-Frank regulatory documentation for completeness and regulatory compliance.

  • Collaborate with Legal, Compliance, Sanctions, Regulatory, Tax, and Operations teamsto facilitate timely onboarding and account openings.

  • Utilize external research sources, including IAPD, EDGAR, GLEIF, Secretary of Statedatabases, foreign registries, and IHS Markit.

  • Identify and support process improvement and efficiency initiatives.

Skills and Competencies:

  • Bachelor's degree

  • FINRA SIE & Series 99 (or willingness to obtain within 6 months of hire)

  • Familiarity with Fenergo

  • Strong analytical skills and attention to detail, with the ability to handle confidentialclient data appropriately

  • Excellent written and verbal communication skills

  • Self-motivated with the ability to work independently, manage priorities, and provide progress updates on requests and projects.

The expected base salary ranges from $68,000 - $95,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, including Medical, Dental and 401K plans, successful candidates are also eligible to receive a discretionary bonus.

#LI-Hybrid

Other requirements

Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process.

Company Overview

Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit www.mizuhoamericas.com.

Mizuho Americasoffers a competitive total rewards package.

We are an EEO/AA Employer -M/F/Disability/Veteran.

We participate in the E-Verify program.

We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law.

#LI-MIZUHO

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