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Client Onboarding Associate Jobs (NOW HIRING)

HarbourVest

Senior Associate, Client Onboarding

Boston, MA · Hybrid

$100K - $115K/yr

The Senior Associate, Client Onboarding will work closely with our prospects and existing clients to assist with the fund closing process. This person will also work with many cross functional teams ...

SRS Acquiom

Onboarding Associate

$31 - $35/hr

Under general direction, the Onboarding Associate is responsible for overseeing all functions as it ... The role also requires the development and maintenance of processes related to client communication ...

SpotOn

Client Onboarding Manager

Chicago, IL · Remote

$77K - $100K/yr

The Manager, Client Onboarding leads a team of specialists, driving operational excellence and ... Lead and develop a team of specialists and associate managers, fostering accountability, engagement ...

Aston Carter

Onboarding Associate (Bilingual)

Memphis, TN · On-site

$20/hr

Onboarding Associate (Bilingual) As an Onboarding Associate, you will assist applicants through the ... We are proud to be a ClearlyRated Best of Staffing ® Platinum Award winner for both client and ...

Axos Bank

Sr. Commercial Onboarding Associate

San Diego, CA · On-site

$70K - $86K/yr

... Associate will manage the end-to-end onboarding process for new and complex Commercial Banking ... You will play a vital role to ensure a seamless client account onboarding experience. You will also ...

Careers at KKR

Product Onboarding Associate

Boston, MA · On-site

KKR is seeking an experienced Associate to join the Client Operations team within the Product Onboarding vertical. This individual will play a key role in the onboarding, implementation, and launch ...

Equity Trust

Client Onboarding Specialist

Westlake, OH · On-site

The Onboarding Specialist partners with Sales to establish new client relationships by serving as ... QUALIFICATIONS: * Associate degree in business or related field preferred; three (3) years of ...

SpotOn: Sales

Client Onboarding Manager

Chicago, IL · On-site

$77K - $100K/yr

The Manager, Client Onboarding leads a team of specialists, driving operational excellence and ... Lead and develop a team of specialists and associate managers, fostering accountability, engagement ...

Redirect Health

Onboarding Specialist

Phoenix, AZ · On-site

$50K - $70K/yr

About This Role New Client Onboarding Associate exists to ensure new clients are successfully onboarded to Redirect Health so they understand how our model works, feel confident from day one, and are ...

Axos Bank

Sr. Commercial Onboarding Associate

San Diego, CA · On-site

$70K - $86K/yr

... Associate will manage the end-to-end onboarding process for new and complex Commercial Banking ... You will play a vital role to ensure a seamless client account onboarding experience. You will also ...

Equity Trust

Client Onboarding Specialist

Westlake, OH · On-site

JOB OVERVIEW The Onboarding Specialist partners with Sales to establish new client relationships by ... Associate degree in business or related field preferred; three (3) years of experience in financial ...

SpotOn

Client Onboarding Manager

Royal Oak, MI · Remote

$77K - $100K/yr

The Manager, Client Onboarding leads a team of specialists, driving operational excellence and ... Lead and develop a team of specialists and associate managers, fostering accountability, engagement ...

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Client Onboarding Associate information

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$13

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$41

How much do client onboarding associate jobs pay per hour?

As of Jul 12, 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 July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,005 per year, or $26 per hour.
Client Onboarding Specialist

Client Onboarding Specialist

CornerStone Staffing

Irving, TX • On-site

$27 - $33/hr

Full-time

Posted yesterday

Job description

Client Onboarding Specialist


Location: Fort Worth, TX | Hybrid


COMPENSATION & SCHEDULE

• Pay: $27.00–$33.00 per hour

• Schedule: Monday–Friday, 8:00 AM–5:00 PM

• Hybrid


ROLE IMPACT

The Associate Client Management Contractor supports customer onboarding and account maintenance by ensuring customer records, contracts, and documentation are accurate, complete, and compliant with established business processes. Success in this role is measured by maintaining data integrity, resolving discrepancies efficiently, supporting cross-functional operations, and delivering a seamless customer onboarding experience.


KEY RESPONSIBILITIES

• Manage a high-volume Salesforce work queue and process customer onboarding and account maintenance requests.

• Review customer agreements, supporting documentation, and account information for accuracy, completeness, and compliance.

• Perform audits of customer records, contracts, and onboarding activities to identify and resolve discrepancies.

• Maintain accurate documentation within Salesforce and related business systems while supporting data integrity standards.

• Partner with Sales, Underwriting, Master Data Management, GPO Operations, Pricing, Customer Setup, and other internal teams to support onboarding and operational processes.


MINIMUM QUALIFICATIONS

• Experience using Salesforce for case management, customer account administration, or workflow processing.

• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.

• Excellent written and verbal communication skills with proficiency in Microsoft Office applications.


PREFERRED SKILLS

• Experience with customer onboarding, contract review, account administration, data validation, or quality assurance.

• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

• Experience supporting process improvements and maintaining high standards of operational excellence and regulatory compliance.


LEGAL NOTICE

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at: https://www.cornerstonestaffing.com/privacy

Company Description

CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991. We are committed to supporting our community through our core values of compassion, integrity, self discipline, and faith.
CornerStone currently has 11 offices across the Metroplex to serve your needs. If you are a job seeker looking for short-term supplemental income or a full-time position that will launch a new career, we can assist you in finding the right opportunity!