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Client Onboarding Manager Jobs in Texas (NOW HIRING)

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Client Onboarding Specialist

Austin, TX · Hybrid

Job Purpose: The Client Onboarding Specialist leads new retirement plan onboarding and supports ... Manage all aspects of the onboarding process and successful transition of new retirement plans to ...

NovaTech

Client Onboarding Associate

Irving, TX · On-site

Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing ...

Scotiabank

Associate, US Client Onboarding

Dallas, TX · On-site

$80 - $100/hr

Develop and report KYC metrics, and prepare management reports for stakeholder meetings ... client onboarding in the US - namely, US KYC/AML (BSA, PATRIOT Act, FINRA Rules) and FATCA;

Novatech Inc.

Client Onboarding Associate

Irving, TX

Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and ... As we grow nationwide, we have a great opportunity for a Client Onboarding Associate. In this role ...

Novatech.net

Client Onboarding Associate

Irving, TX · On-site

Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and ... As we grow nationwide, we have a great opportunity for a Client Onboarding Associate. In this role ...

Novatech.net

Client Onboarding Associate

Irving, TX · On-site

Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and ... As we grow nationwide, we have a great opportunity for a Client Onboarding Associate. In this role ...

Novatech Inc.

Client Onboarding Associate

Irving, TX

Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and ... As we grow nationwide, we have a great opportunity for a Client Onboarding Associate. In this role ...

Axis Care

Customer Onboarding Manager

Waco, TX · On-site

- Customer Onboarding Manager Reports To: Director of Customer Success Department: Customer Success ... Managing the client project from start to finish Teamwork - contribution to the team in ...

AxisCare

Customer Onboarding Manager

Waco, TX · On-site

- Customer Onboarding Manager Reports To: Director of Customer Success Department: Customer Success ... Managing the client project from start to finish Teamwork - contribution to the team in ...

AxisCare

Customer Onboarding Manager

Waco, TX · On-site

- Customer Onboarding Manager Reports To: Director of Customer Success Department: Customer Success ... Managing the client project from start to finish Teamwork - contribution to the team in ...

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Client Onboarding Manager information

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 Texas?

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

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

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

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

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

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

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

Client Onboarding Manager jobs near you
Infographic showing various Client Onboarding Manager job openings in Texas as of August 2026, with employment types broken down into 89% Full Time, 10% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Client Onboarding Specialist

Allworth Financial

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
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.
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
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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