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Client Onboarding Manager Jobs (NOW HIRING)

Barclays

Onboarding Manager

Whippany, NJ

Shape the Client Experience from Day One - Apply your knowledge to streamline onboarding and safeguard regulatory standards. As Onboarding Manager in this individual contributor role, you will drive ...

PERSUIT

Onboarding Manager

Manhattan, NY · On-site

$120K/yr

Key Responsibilities Client Onboarding & Implementation * Own and manage onboarding of 8-12 enterprise clients simultaneously, guiding them through all phases of implementation and adoption. This ...

Webster Bank

Manager, Onboarding Manager

New York, NY · On-site +1

$95K - $115K/yr

Client Onboarding Leadership: • Act as the primary liaison for new client relationships ... Process Management: • Develop and maintain detailed onboarding plans, ensuring all tasks and ...

Approvely

Onboarding Specialist

Fort Lauderdale, FL · On-site

Responsibilities: • Execute precise data entry and uphold the integrity of client information. • Coordinate effectively with internal teams to facilitate smooth client onboarding. • Manage and ...

TritonPoint Wealth LLC

Be Seen First

Client Onboarding Specialist - Financial

Chevy Chase, MD · On-site

$60K - $70K/yr

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 ...

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How much do client onboarding manager jobs pay per year?

As of Jun 18, 2026, the average yearly pay for client onboarding manager in the United States is $76,606.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $77,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Client Onboarding Manager position, and why are they important?

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 is a Client Onboarding Manager job?

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 typical day look like for a Client Onboarding Manager?

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.

More about Client Onboarding Manager jobs
What cities are hiring for Client Onboarding Manager jobs? Cities with the most Client Onboarding Manager job openings:
What are the most commonly searched types of Client Onboarding jobs? The most popular types of Client Onboarding jobs are:
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Client Onboarding Manager jobs near you
Infographic showing various Client Onboarding Manager job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 88% Full Time, 7% Part Time, and 4% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $76,606 per year, or $36.8 per hour.
Client Onboarding Specialist

Client Onboarding Specialist

Reliance Partners

Scottsdale, AZ • On-site

Full-time

Posted 27 days ago

Job description

Job Title: Client Onboarding Specialist
Job Summary:
We are seeking a detail-oriented Client Onboarding Specialist to support and enhance operational accuracy and consistency across our organization. This role is responsible for overseeing quality processes, managing offshore teams, ensuring data integrity, and implementing standardized procedures. The ideal candidate is highly organized, analytical, and comfortable working cross-functionally to maintain high-quality standards.
Key Responsibilities:
  • Assist with setting up and maintaining accounts and certificates in internal systems, making sure information is accurate and complete
  • Support teams handling policy processing, certificates of insurance (COIs), and data entry to help ensure work is completed accurately and on time
  • Help monitor data across systems and flag any inconsistencies in policy information
  • Follow established quality assurance guidelines and help identify opportunities to improve processes
  • Assist in reviewing commission details and carrier information to ensure accuracy
  • Participate in routine audits to help maintain data quality and identify areas for improvement
  • Work with other teams to support efficient workflows, maintain accurate data, and assist with onboarding new clients to ensure a smooth experience

Qualifications:
  • Bachelor's degree or equivalent work experience (preferred)
  • Strong attention to detail and problem-solving skills
  • Excellent organizational and time management abilities
  • Clear written and verbal communication skills
  • Experience with data management and systems (EPIC or similar platforms preferred)
  • Experience with process improvement or workflow optimization
  • Ability to adapt to changing processes and drive continuous improvement

Work Environment:
  • Fast-paced environment
  • High volume of policy transactions and documentation
  • Collaborative, team-oriented setting with cross-functional communication

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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