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Client Onboarding Associate Jobs (NOW HIRING)

Clear Street

Associate - Client Onboarding

New York, NY · On-site

$80K - $110K/yr

The Role We are looking for a Client Onboarding Associate to join the Onboarding Team at Clear Street. In this role, you will primarily focus on performing KYC screenings and data management to ...

Clear Street

Associate - Client Onboarding

New York, NY

$80K - $110K/yr

The Role We are looking for a Client Onboarding Associate to join the Onboarding Team at Clear Street. In this role, you will primarily focus on performing KYC screenings and data management to ...

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How much do client onboarding associate jobs pay per hour?

As of May 28, 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 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 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 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.

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Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 90% Full Time, 7% Part Time, 1% Temporary, and 1% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $54,005 per year, or $26 per hour.
Client Solutions - Client Onboarding Associate

Client Solutions - Client Onboarding Associate

JPMorgan Chase & Co

Tampa, FL • On-site

Full-time

Medical, Retirement

Posted 13 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 466 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services. Be part of a global organization that values collaboration, excellence, and client impact.


As a Client Solutions Project Coordinator, you will play a key role in supporting project managers with scheduling, documentation, and core project tasks. You will work closely with clients, managing their day-to-day business interactions with JPMorgan's Commercial & Investment Bank. You will support both new and incremental client events for Securities Services, serving a wide range of clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span all Securities Services products, from single product implementations to complex, multi-entity deals.

Job responsibilities

  • Coordinate the requirements gathering process.
  • Ensure fund manager requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions.
  • Support project activities including:
    • Develop and manage project delivery plans.
    • Execute project plans with robust governance and reporting.
    • Actively mitigate and manage project risk by coordinating timely resolution of issues.
    • Scope containment and change management.
    • Manage and motivate virtual teams across multiple locations and disciplines.
    • Execute post-implementation reviews to continually improve practices.
  • Prioritize, track, and report on all projects in the pipeline.
  • Ensure compliance with all controls and procedures.
  • Own all project communication to internal and external stakeholders.
  • Deliver high levels of internal and external client satisfaction.
  • Identify potential tactical and strategic improvements to implementation processes.
  • Proactively drive internal team and department-wide initiatives as agreed upon.

Required qualifications, capabilities, and skills

  • Project management skills.
  • Client-facing skills.
  • Highly structured and methodical in execution.
  • Clear, articulate, and concise verbal and written communication.
  • Strong presentation skills.
  • Proven ability to influence and work collaboratively with multiple internal disciplines (sales, operations, technology, product management).
  • Keen eye for identifying and resolving risks.
  • Ability to systematically remove ambiguity from projects.
  • Work well in an evolving environment.
  • Bachelor's degree.
  • 3-5 years in Financial Services, particularly Securities Servicing Industry.
  • 2+ years in a client-facing support role or commensurate experience.

Preferred qualifications, capabilities, and skills

  • Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, and Data Analytics.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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