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Client Onboarding Banking Jobs (NOW HIRING)

eClercx

Client Onboarding Analyst

Manhattan, NY · On-site

$80K - $110K/yr

The Client Onboarding team a crucial role in ensuring compliance with Know Your Client (KYC ... A thorough knowledge of the department's functional area and general bank policies is essential.

eClerx

Client Onboarding Analyst

Manhattan, NY

$80K - $110K/yr

The Client Onboarding team a crucial role in ensuring compliance with Know Your Client (KYC ... A thorough knowledge of the department's functional area and general bank policies is essential.

PNC Bank

Client Onboarding Associate

Phoenix, AZ · Hybrid

As a Client Onboarding Specialist within PNC's Private Bank organization, you will be based in Phoenix, AZ. The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and ...

BSI Prof Serv EHS West

As a Client Onboarding & Experience Specialist, you will play a critical role in creating a ... annual leave, bank holidays, medical, dental, vision, and life insurance, 401(K) with company ...

BSI Group

As a Client Onboarding & Experience Specialist, you will play a critical role in creating a ... annual leave, bank holidays, medical, dental, vision, and life insurance, 401(K) with company ...

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Client Onboarding Banking information

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How much do client onboarding banking jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for client onboarding banking in the United States is $32.02, according to ZipRecruiter salary data. Most workers in this role earn between $25.96 and $34.86 per hour, depending on experience, location, and employer.

How much does a customer onboarding manager make?

A customer onboarding manager in banking typically earns between $60,000 and $100,000 annually, depending on experience, location, and the size of the institution. Salaries may also include bonuses and benefits, and strong communication and project management skills are often required for the role.

What is client onboarding in banking?

Client onboarding in banking is the process of verifying a new customer's identity, assessing their financial needs, and setting up their accounts to ensure compliance with regulations and facilitate smooth banking services. It typically involves collecting documentation, performing background checks, and establishing account access, often supported by customer relationship management (CRM) tools. Efficient onboarding helps build trust and ensures regulatory adherence.

What is the highest paying banking job?

In banking, the highest paying roles are typically senior executive positions such as Chief Executive Officer (CEO), Chief Financial Officer (CFO), or Chief Risk Officer (CRO). For client onboarding banking professionals, senior roles like Director or Vice President can also command high salaries, especially with extensive experience and specialized skills in compliance, risk management, or relationship management.

What are the key skills and qualifications needed to thrive as a Client Onboarding Banking professional, and why are they important?

To thrive as a Client Onboarding Banking professional, you need a strong understanding of banking regulations, customer due diligence, and account opening procedures, typically supported by experience in financial services or a relevant degree. Familiarity with onboarding platforms, KYC/AML compliance systems, and document management tools is critical. Exceptional attention to detail, communication skills, and client-focused problem-solving help build trust and streamline processes. These skills and qualities ensure accurate, efficient onboarding while maintaining regulatory compliance and enhancing the client experience.

What is the difference between Client Onboarding Banking vs Client Support Banking?

AspectClient Onboarding BankingClient Support Banking
Primary FocusNew client registration and account setupAssisting existing clients with inquiries and issues
Required SkillsKnowledge of banking products, compliance, customer verificationCustomer service, problem-solving, communication skills
Work EnvironmentFront-line, client-facing, often in branch or onlineSupport centers, call centers, or online channels
CertificationsBasic banking certifications, compliance trainingCustomer service certifications, banking knowledge

While both roles involve working within banking, Client Onboarding Banking focuses on bringing new clients into the bank and setting up their accounts, requiring compliance and verification skills. Client Support Banking, on the other hand, centers on assisting existing clients with ongoing issues or questions, emphasizing customer service and problem resolution.

What are some common challenges faced during the client onboarding process in banking, and how can new hires effectively address them?

Client onboarding in banking often involves navigating complex regulatory requirements, managing tight timelines, and ensuring accurate documentation from clients. New hires may encounter challenges such as delays due to incomplete information or evolving compliance standards. To address these issues effectively, it’s important to communicate clearly with clients, stay updated on regulatory changes, and collaborate closely with compliance, legal, and relationship management teams. Leveraging checklists and digital tools can also help streamline the process and reduce errors.

What are client onboarding jobs?

Client onboarding jobs involve guiding new clients through the process of establishing accounts and understanding banking services. These roles typically require strong communication skills, attention to detail, and familiarity with banking software or customer management tools. The goal is to ensure a smooth transition and compliance with regulatory requirements.
More about Client Onboarding Banking jobs
What cities are hiring for Client Onboarding Banking jobs? Cities with the most Client Onboarding Banking job openings:
What states have the most Client Onboarding Banking jobs? States with the most job openings for Client Onboarding Banking jobs include:
What job categories do people searching Client Onboarding Banking jobs look for? The top searched job categories for Client Onboarding Banking jobs are:
Client Onboarding Banking jobs near you
Infographic showing various Client Onboarding Banking job openings in the United States as of June 2026, with employment types broken down into 95% Full Time, 2% Part Time, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

Client Onboarding Analyst

eClercx

Manhattan, NY • On-site

$80K - $110K/yr

Full-time

Posted 5 days ago

Job description

Job Description
Client Onboarding Analyst
Location: New York City & Fort Worth, Texas
Type: Full-time
Department: Corporate Function
Job Summary
eClerx is seeking a Client Onboarding Analyst for the client onboarding team. The Client Onboarding team a crucial role in ensuring compliance with Know Your Client (KYC) periodic refresh and remediation requirements. This team serves as the front line in engaging with clients to collect necessary KYC documentation, working closely with Global Corporate and Investment Bankers as well as Global Markets Sales. The team's responsibilities include identifying and developing client connections, engaging client representatives to obtain documentation, and resolving client- and country-specific documentation requirements in a timely manner. Additionally, the team stays up to date on global regulatory changes that may affect processes and seeks opportunities to enhance the client experience. In this role, the GCIB/GM KYC Business Support Manager will manage a range of administrative functions for a large, complex, and global organization. Responsibilities include financial control, budgeting, personnel processes, audit compliance, and project coordination. The manager will consult with senior management to evaluate current methods and develop strategies for improvements. A thorough knowledge of the department's functional area and general bank policies is essential. The role requires strong leadership skills to drive cultural and people initiatives, manage employee engagement, and ensure effective communication across the global team. The manager will also oversee vendor relationships, support capacity analysis, liaise with finance on budgets, and coordinate location strategies. Developing and implementing training programs for new and existing team members, facilitating business continuity planning, and documenting Outreach-related processes are also key responsibilities. The role requires collaboration with various departments, including Banking, Sales, and HR, to support the GCIB and GM Client Outreach executives on routine and ad hoc requirements.
Responsibilities
  • Design and deliver cultural and people initiatives, driving a collaborative and output-oriented culture.
  • Lead employee engagement efforts across a global team, including organizing meeting routines and facilitating communication across the team.
  • Manage org health, including partnering with HR on implementing a framework where deliverables are measured and monitored.
  • Manage vendor relationships and ensure appropriate staffing coverage; facilitate resource onboarding and offboarding.
  • Support periodic population and capacity analysis to ensure teams are able to deliver Outreach requirements across sectors, regions, and client types.
  • Liaise with Finance on financial budgets and corporate forecasts.
  • Coordinate and support our location strategy, including partnering with Corporate and Infrastructure Services.
  • Develop and implement robust global training and readiness programs for both new and existing teammates.
  • Facilitate global business continuity planning and business impact assessments as well as inter-affiliate service relationships.
  • Coordinate and document processes and formal guidelines as they relate to Outreach and associated FLU processes.
  • Support the GCIB and GM Client Outreach executives on routine and ad hoc requirements.
  • Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, HR and other groups as needed.

Eligibility Requirements
  • 1+ years of experience in a COO or business support role crossing multiple time zones within the financial services industry
  • Working knowledge of Anti-Money Laundering or Global Corporate Investment Banking lines of business preferred
  • Ability to initiate and build strong relationships with all levels of the organization
  • Excellent interpersonal skills for motivation, collaboration, and encouragement
  • Professional demeanor demonstrating patience, composure, and a positive attitude
  • Strong problem-solving and decision-making skills
  • Flexibility and adeptness in handling multiple projects and adjusting to a changing environment
  • Initiative to identify process improvements and demonstrate self-starter behavior
  • Strong organizational skills with excellent attention to detail
  • Excellent proficiency using Microsoft Office products, particularly PowerPoint, Excel, and Word.

In the US, the target base salary for this role is $80,000-$110,000. Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography. We expect the majority of candidates who are offered roles at our company to fall throughout the range based on these factors
How to Apply
  • Click "Apply Now" to submit your resume through our career site
  • Be sure to include any relevant experience that aligns with the role.
  • Qualified candidates will be contacted by a member of our recruitment team for next steps

About eClerx
eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.
The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world's leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.
For more information, visit www.eclerx.com
You can also find us on:
https://www.linkedin.com/company/eclerx/
https://www.indeed.com/cmp/Eclerx/about
https://www.glassdoor.com/eClerx
eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here

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