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Client Onboarding Associate Jobs (NOW HIRING)

Partners Capital

Client Onboarding Associate

Boston, MA · On-site

The Client Onboarding Associate located in Boston will be responsible for coordinating the onboarding and account opening for a range of clients, serving as a primary point of contact to new clients ...

Jefferies

Client Onboarding Associate

Jersey City, NJ

$70K - $90K/yr

The Associate will work closely with Sales, Client Service, Operations, Middle Office, Technology ... Partnering with onboarding, tax operations, compliance, and front office teams to ensure seamless ...

Jefferies

Client Onboarding Associate

Jersey City, NJ · On-site

$70K - $90K/yr

The Associate will work closely with Sales, Client Service, Operations, Middle Office, Technology ... Partnering with onboarding, tax operations, compliance, and front office teams to ensure seamless ...

Alteva RCM

Client Onboarding Associate

New York, NY · On-site

$55K - $65K/yr

We are currently seeking a skilled Medical Biller to join our Client Implementation team, ensuring a smooth onboarding process for new physician accounts. This is a full time, in-person role located ...

Novatech.net

Client Onboarding Associate

Irving, TX · On-site

As we grow nationwide, we have a great opportunity for a Client Onboarding Associate. In this role, we are looking for client-focused, technically minded professionals that can be described as ...

Novatech.net

Client Onboarding Associate

Irving, TX · On-site

As we grow nationwide, we have a great opportunity for a Client Onboarding Associate. In this role, we are looking for client-focused, technically minded professionals that can be described as ...

Novatech Inc.

Client Onboarding Associate

Irving, TX · On-site

As we grow nationwide, we have a great opportunity for a Client Onboarding Associate. In this role, we are looking for client-focused, technically minded professionals that can be described as ...

Novatech.net

Client Onboarding Associate

Nashville, TN · On-site

As we grow nationwide, we have a great opportunity for a CLIENT ONBOARDING ASSOCIATE supporting clients in Nashville, TN. This is a warehouse role, with delivery, travel, and interaction with local ...

Novatech.net

Client Onboarding Associate

Memphis, TN · On-site

As we grow nationwide, we have a great opportunity for a Client Onboarding Associate. In this role, we are looking for client-focused, technically minded professionals that can be described as ...

Novatech Inc.

Client Onboarding Associate

Nashville, TN · On-site

As we grow nationwide, we have a great opportunity for a CLIENT ONBOARDING ASSOCIATE supporting clients in Nashville, TN. This is a warehouse role, with delivery, travel, and interaction with local ...

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All JobsClient Onboarding Associate Jobs

Client Onboarding Associate information

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How much do client onboarding associate jobs pay per hour?

As of Jun 18, 2026, the average hourly pay for client onboarding associate in the United States is $25.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $28.61 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
Infographic showing various Client Onboarding Associate job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 71% In-person, and 29% Remote job distribution, with an average salary of $54,005 per year, or $26 per hour.
Client Onboarding Associate

Client Onboarding Associate

Partners Capital

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description

The Client Onboarding Associate located in Boston will be responsible for coordinating the onboarding and account opening for a range of clients, serving as a primary point of contact to new clients and to the Investment Teams managing client portfolios. The candidate will play a key role in maintaining Partners Capital's high standards and ensuring a positive client experience. This is a newly created position within our Client Operations team.
This role is client facing with both internal and external stakeholders, and thus a strong candidate will be comfortable interacting with clients and counterparties in a professional manner with a high attention to detail. At the onset, the individual will help to implement new procedures, leveraging existing processes and teams where they exist and creating new processes if needed. Over time the candidate will be expected to have a good understanding of different investing entity structures and the documentation associated with each, a good level of regulatory knowledge and familiarity with Partners Capital and our third-party processes.
This role is client facing with both internal and external stakeholders, and thus a strong candidate will be comfortable interacting with clients and counterparties in a professional manner with a high attention to detail.
The successful candidate will have a wide range of responsibilities in multiple areas and will be expected to be flexible and willing to do whatever it takes to contribute to the firm's continued success, including but not limited to:
Client Account Onboarding
  • Work with members of the Business Development, Investment, Compliance, and Client Operations teams to onboard new client accounts.
    • Preparation of the Partners Capital investment advisory agreement and associated account opening documentation
    • Reviewing different client account structures and reviewing Know Your Client (KYC) documentation
    • Ensuring Anti-Money Laundering (AML) regulations are adhered to
    • Internal account set up and logging of client information
    • Client third party account set-up (e.g., custodian, brokerage)
    • Partners Capital client portal account set-up
    • Maintaining and logging all client documentation
    • Seamless hand-off to Client Service team once account opening is complete
    • Work with Portfolio Reporting team to coordinate client reporting requirements
  • Work with the manager responsible for account onboardings to increase operational efficiency.
  • Drive excellence in operations and client service across a range of Institutional and Private client relationships
  • Manage operations communication externally with clients and their counterparties.
  • Collaborate closely with internal stakeholders in managing client relationships (e.g. Business Development, Investment Team, Compliance)
  • Maintain and update Onboarding checklist, KPI dashboard, and Onboarding database
  • Respond to operations related RFP inquires and requests for prospective clients
  • Assist with creating materials used in client meetings
  • Assist with the population and development of internal client information databases

Project and Strategic Initiatives
  • Assess and make recommendations to improve processes and procedures
  • Collaborate across the team and Firm to implement process improvement initiatives
  • Support the management team with strategic and tactical onboarding team development projects

Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.
Qualifications / Attributes
The ideal candidate will have strong attention to detail, communication skills, and ability to multi-task in a fast-paced environment.
  • Prior experience (2-4 years) in investment operations, investor relations, or onboarding experience is preferred
  • Ability to multi-task and prioritize daily workloads while working efficiently and accurately
  • Articulate self-starter with strong analytical and organizational skills
  • Strong attention to detail
  • High proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
  • Excellent interpersonal, problem solving and communication skills
  • High degree of integrity and professionalism
  • Team player who is willing to do whatever it takes to contribute to the success of the business

Benefits and Compensation
Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible "results-focused" working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.
Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $65,000 - $80,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis.
The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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