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Client Onboarding Manager Jobs in Washington (NOW HIRING)

Oryx Software Inc

Onboarding Manager

Mclean, VA · On-site

$65K - $75K/yr

The Onboarding Manager ensures new dental practices achieve rapid, confident adoption of Oryx ... Experience in client-facing roles, preferably in dental, medical, or healthcare related field

Doxel

Onboarding Analyst, Customer Success

Washington, DC · Remote

$80K - $95K/yr

Working directly under Doxel's senior Enterprise Implementation Manager, you'll own the coordination layer of implementation: knowing exactly what each onboarding needs, tracking it across the ...

Carson Group

Client Experience Advocate

Columbia, MD · On-site

Support client onboarding and administrative processes while leveraging core systems to enhance efficiency and overall satisfaction. Client Experience & Office Management * Deliver an exceptional ...

Uscreen

Onboarding Specialist

Washington, DC · Remote

Manage an onboarding book of business of 50 to 80 customers at a time, keeping every launch ... Experience collaborating cross-functionally to execute client deliverables on time. * High ...

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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 Washington?

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

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

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

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

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

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

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

Client Onboarding Manager jobs near you
Infographic showing various Client Onboarding Manager job openings in Washington as of August 2026, with employment types broken down into 84% Full Time, 9% Part Time, 2% Temporary, and 5% Contract. Highlights an 77% Physical, 2% Hybrid, and 21% Remote job distribution.

Client Onboarding Specialist - Financial

Chevy Chase, MD • On-site

TritonPoint Wealth LLC
See more jobs at TritonPoint Wealth LLCexternal

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Job description

CAREER OPPORTUNITY

Client Onboarding Specialist

TritonPoint Wealth

Chevy Chase, MD

Full-Time · On-Site

Operations & Client Service

TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle “You. First. Always,” our team delivers sophisticated investment management and financial planning. We are seeking a Client Onboarding Specialist to join our growing organization.

THE ROLE

About the Position

This role was created to provide dedicated operational and client service support, allowing our advisors and relationship managers to focus on high-value client engagement. You will own the new client journey from initial paperwork through platform setup, serving as the day-to-day point of contact throughout the onboarding process.

You will work directly alongside experienced advisors, interfacing with custodians (Schwab and Fidelity) and our core technology applications including SalesForce, DocuSign, Addepar, and eMoney.

RESPONSIBILITIES

Key Responsibilities

CLIENT ONBOARDING & EXPERIENCE

• Manage end-to-end onboarding for new clients, ensuring every touchpoint reflects TritonPoint Wealth’s client-first culture.

• Coordinate and process new account paperwork across Schwab and Fidelity custodians with accuracy and care.

• Set up and maintain client profiles in Salesforce, Addepar, and eMoney applications.

• Serve as the primary client contact during onboarding, providing clear updates and proactive communication.

• Facilitate introductions to advisors and schedule onboarding calls, reviews, and follow-up touchpoints.

OPERATIONS & ADMINISTRATIVE SUPPORT

• Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.

• Prepare and distribute client communications, onboarding materials, and reports on behalf of advisors.

• Coordinate asset transfers (ACAT and non-ACAT), working with custodians to resolve delays and exceptions.

• Identify and escalate paperwork errors or transition issues in a timely, professional manner.

ALTERNATIVE INVESTMENTS ONBOARDING & OPERATIONS

• Manage end-to-end investment subscription processing and documentation review.

• Coordinate and track additional compliance requirements (AML/KYC, NGO, etc.).

• Process and track capital activity, including capital calls and redemption requests.

• Update funds custodians during client account registration changes.

TECHNOLOGY & PROCESS IMPROVEMENT

• Proactively identify opportunities to reduce friction and improve the client onboarding experience.

• Contribute to documentation of workflows, scripts, and standard operating procedures as the firm scales.

WHAT WE’RE LOOKING FOR

Preferred Qualifications

• 2+ years in client service, onboarding, or operations within financial services (RIA, broker-dealer, or custodian preferred).

• Familiarity with SalesForce, Addepar, eMoney, Fidelity, or Schwab platforms is a significant plus.

• Exceptional attention to detail and organizational skills; able to manage multiple priorities simultaneously.

• Strong interpersonal and written communication skills with a professional, empathetic client-facing demeanor.

• Proficiency with Microsoft Office Suite; DocuSign experience a plus.

• Bachelor’s degree preferred or equivalent professional experience.

• Self-starter who thrives in a fast-paced, collaborative, growing environment.

COMPETENCIES

Core Competencies

Client-First Mindset

Genuine care for clients; prioritizes their experience in every interaction.

Precision & Accuracy

Manages complex paperwork and multi-step processes with meticulous attention to detail.

Resilience & Follow-Through

Persistent in seeing tasks to completion even when facing delays or friction.

Collaborative Spirit

Works effectively across advisor teams, operations, and custodians.

Proactive Communication

Anticipates needs and provides timely updates without being prompted.

Adaptability

Embraces new tools and responsibilities with enthusiasm in a fast-growing firm.

WHY JOIN

Why TritonPoint Wealth?

Growth & Expertise

Work alongside experienced advisors serving high-net-worth clients in an independent, growth-oriented firm.

Dynasty Network Access

Full ecosystem of Dynasty Financial Partners — resources, technology, community, and network support.

Best-in-Class Technology

Work with Addepar, eMoney, and a continuously evolving technology stack.

Culture of Integrity

A team built on trust and a genuine commitment to “You. First. Always.”

TritonPoint Wealth LLC

5404 Wisconsin Avenue, Suite 330 · Chevy Chase, MD 20815 · tritonpointwealth.com

TritonPoint Wealth LLC is registered as an investment adviser with the SEC.

Company Description

TritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.