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Client Onboarding Manager Jobs in California (NOW HIRING)

LIBERTY DENTAL

Liberty Dental Plan is seeking an experienced Manager, Implementation to lead client onboarding initiatives, oversee a high-performing implementation team, and drive operational excellence across our ...

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Client Onboarding Manager information

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$38.2K

$75K

$102.8K

How much do client onboarding manager jobs pay per year?

As of Aug 28, 2026, the average yearly pay for client onboarding manager in California is $75,014.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,973.00 and $75,890.00 per year, depending on experience, location, and employer.

What is a client onboarding manager?

A Client Onboarding Manager is responsible for guiding new clients through the initial setup and integration process when they start using a company's products or services. They ensure a smooth transition by understanding client needs, coordinating internal teams, and addressing any challenges that arise. Their role involves communication, training, and process optimization to enhance customer satisfaction and retention.

What does a client onboarding manager do?

A typical day for a Client Onboarding Manager involves coordinating with internal teams to ensure new clients are set up efficiently, leading onboarding meetings or training sessions, and troubleshooting any issues that might arise during the process. You’ll regularly interact with clients to address questions, gather requirements, and provide updates on their onboarding progress. Collaboration with sales, product, and customer support teams is common, ensuring a smooth handoff and cohesive client experience. This role often requires balancing multiple projects at once, making organization and adaptability key to success.

What are the key skills and qualifications needed to thrive as a client onboarding manager?

A Client Onboarding Manager should possess strong project management, communication, and problem-solving skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and workflow management tools is commonly needed, with certifications like PMP or SaaS onboarding training considered advantageous. Exceptional interpersonal skills, attention to detail, and the ability to manage multiple priorities set top performers apart. These competencies ensure a seamless client transition experience, build lasting relationships, and support organizational growth.

What are the most commonly searched types of Client Onboarding jobs in California?

The most popular types of Client Onboarding jobs in California are:

What are popular job titles related to Client Onboarding Manager jobs in California?

For Client Onboarding Manager jobs in California, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Manager jobs in California look for?

The top searched job categories for Client Onboarding Manager jobs in California are:

What cities in California are hiring for Client Onboarding Manager jobs?

Cities in California with the most Client Onboarding Manager job openings:

Client Onboarding Manager jobs near you
Infographic showing various Client Onboarding Manager job openings in California as of August 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $75,014 per year, or $36.1 per hour.

Client Onboarding Specialist

Sacramento, CA • On-site

Allworth Financial
See more jobs at Allworth Financialexternal

Full-time

Posted 13 days ago

Job description

SUMMARY:

The CRP Sales Team works to promote Allworth Financial's advice and product solutions to prospective clients referred by our custodial partners. The Onboarding Specialist specifically supports the Sales Team in all aspects of the new client onboarding process. They serve as a key liaison between the team, our new clients, and custodial partners   while providing a superior onboarding experience, seamlessly delivering new account documents in a timely fashion and providing guidnace to appropriate stakeholders during the transfer and funding process.

The Onboarding Specialist is responsible for: (1) Coordinating with all internal and external parties to ensure timely delivery and completion of onboarding documents; (2) Overseeing the prompt funding of all incoming financial accounts; and (3) Maintaining  superior knowledge of program-specific rules and systems to help serve as a knowledge base to the sales field and clients regarding nuances.

The Onboarding Specialist is a critical team player who helps provide the high-touch experience and excellent service delivery Allworth Clients expect.

DUTIES AND RESPONSIBILITIES: 

  1. New referral client onboarding (50%):
    • Provide superior customer service and ongoing support to seamlessly onboard new referral clients to Allworth
    • Prepare onboarding paperwork packets, including new account documents, for incoming clients
    • Ensure expedient delivery and timely completion of new account documents
    • Coordinate the opening and funding of investment accounts, which may consist of individual, organization retirement, and/or trust accounts
    • Enter all pertinent new client account information and onboarding notes in CRM
    • Adhere to best-in-class response and turnaround times throughout the new client onboarding process
  1. External & internal relationship management (30%)
    • Deliver an exceptional onboarding experience to all incoming referral clients
    • Actively build personal relationships with clients, advisors, sales reps, referral partners, and all external parties involved in the onboarding process
    • Partner with sales representatives and advisor teams to achieve best-in-class service execution
    • Remove any roadblocks for clients and focus on ease of doing business
    • Customize exceptional service to each incoming client and demonstrate ownership, with timely completion, of their requests
  1. Sales Team support (20%)
    • Help to build out the necessary processes and system requirements to facilitate a seamless central client services experience for referral program clients
    • Support implementing enhancements and changes to CRM, and other internal systems, as necessary
    • Serve as the ultimate advocate and knowledge base for program priorities and initiatives

 

EXPERIENCE AND QUALIFICATIONS: 

  • College degree in finance, business or related
  • 3+ years of client service support, sales support, or related RIA/wealth management or financial services industry experience
  • Specialization in SMA's (Separately Managed Accounts) & Alternatives required
  • Working knowledge of Salesforce or a similar CRM a plus
  • Superior organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Independently motivated with the ability to work across multiple teams
  • Well-suited for a fast-paced environment with shifting priorities and goals
  • Strong ethics and integrity with a commitment to maintaining confidentiality
  • Emotionally intelligent and a natural relationship builder
  • Must be in good compliance standing with all rules, regulations and policies

*The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  Typical reporting relationships are described, but actual relationships may vary in some instances.  This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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