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Client Onboarding Officer Jobs (NOW HIRING)

Servbank

Client Onboarding Specialist

Oswego, IL · On-site

$47K - $55K/yr

The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for ... This role partners closely with Treasury Management Officers, Commercial Operations, and internal ...

Servbank

Client Onboarding Specialist

$47K - $55K/yr

The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for ... This role partners closely with Treasury Management Officers, Commercial Operations, and internal ...

E2E UK

Client Onboarding Consultant

Kansas City, MO · On-site

Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team. * Establish and manage onboarding schedules and ...

e2E LLC

Client Onboarding Consultant

Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team. * Establish and manage onboarding schedules and ...

e2E

Client Onboarding Consultant

Kansas City, MO · On-site +1

$75K - $90K/yr

Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team. * Establish and manage onboarding schedules and ...

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Client Onboarding Officer information

See salary details

$35.5K

$105.2K

$170.5K

How much do client onboarding officer jobs pay per year?

As of Sep 15, 2026, the average yearly pay for client onboarding officer in the United States is $105,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $131,500.00 per year, depending on experience, location, and employer.

What does a client onboarding officer do?

A Client Onboarding Officer is responsible for guiding new clients through the initial setup and integration process when they start working with a company. Their main tasks include collecting and verifying client information, ensuring compliance with regulatory requirements, and facilitating a smooth transition into the company's services. They often act as the main point of contact for clients during the onboarding process, addressing questions and resolving issues to ensure a positive experience. This role is crucial in building strong client relationships from the outset and minimizing any friction during the start of the partnership.

What skills and qualifications are needed to thrive as a client onboarding officer?

To excel as a Client Onboarding Officer, you need strong organizational abilities, attention to detail, and a solid understanding of compliance and regulatory requirements, often supported by a degree in finance, business, or a related field. Familiarity with client management systems (CMS), KYC/AML procedures, and workflow management tools is typically required. Excellent communication, problem-solving skills, and a client-focused attitude help distinguish top performers in this role. These competencies are vital to ensure a smooth onboarding process, regulatory compliance, and a positive client experience.

What are the main challenges a client onboarding officer may face during the onboarding process, and how are they typically addressed?

Client Onboarding Officers often encounter challenges such as collecting and verifying complex client documentation, managing tight deadlines, and ensuring compliance with regulatory requirements like KYC and AML. These challenges are typically addressed by closely collaborating with compliance teams, utilizing onboarding software to streamline document management, and maintaining clear communication with clients to expedite information collection. Strong organizational skills and attention to detail are crucial to proactively identify and resolve any issues that may arise during the onboarding process.

What is the difference between Client Onboarding Officer vs Customer Service Representative?

AspectClient Onboarding OfficerCustomer Service Representative
CredentialsRelevant certifications in client onboarding or financial servicesCustomer service or communication certifications often preferred
Work EnvironmentFinancial institutions, banks, or corporate onboarding teamsRetail, call centers, or support departments
Employer & IndustryFinancial, banking, or professional servicesRetail, telecom, or service industries
Search & Comparison IntentUnderstanding onboarding processes, client setup, complianceHandling customer inquiries, issue resolution

The main difference is that a Client Onboarding Officer focuses on guiding new clients through the onboarding process, ensuring compliance and proper setup. In contrast, a Customer Service Representative handles ongoing customer inquiries and support. While both roles require strong communication skills, the onboarding officer typically works more closely with compliance and account setup, whereas the customer service role emphasizes issue resolution and customer satisfaction.

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Client Onboarding Officer jobs near you
Infographic showing various Client Onboarding Officer job openings in the United States as of September 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $105,189 per year, or $50.6 per hour.

Weekend Onboarding Compliance Contractor

Salt Lake City, UT • On-site

Rho Technologies
See more jobs at Rho Technologiesexternal

Full-time

Re-posted 4 days ago

Job description

About Us
Rho is the modern banking platform built for the AI era. Startups and growth-stage companies can open accounts in minutes, issue cards, manage expenses, pay bills, and close the books - all in one connected platform backed by real human support.
About the Role
Rho is seeking a Weekend Onboarding Compliance Contractor to support our compliance team on weekends. You'll assist with onboarding reviews, help with compliance documentation, and support our existing protocols-playing a vital part in keeping Rho compliant with U.S. banking regulations and internal policies, and maintaining the application review velocity. This part-time, contract role is perfect for those looking to expand their experience in banking or fintech compliance within a growing, mission-driven company.
What you'll do
  • Assist with reviewing client onboarding applications and related due diligence tasks.
  • Document reviews using internal systems and escalate to a full-time onboarding officer for final review - eventually building to reviewing and decisioning items yourself.
  • Send requests and verify required documentation and escalate potential issues to the senior compliance team
  • Maintain accurate records and update case statuses in our compliance systems
  • Support team members with process documentation and workflow tracking
  • Communicate any urgent issues to supervisors/Full-time Onboarding Officers for prompt resolution.

Who you are
  • In progress or completed associate/bachelor's degree in finance, business, or related field preferred
  • At least 6 months' experience in compliance, finance, banking, or a customer service role
  • Basic understanding of BSA/AML or related banking/fintech regulations
  • Exceptional attention to detail, strong organization, and a proactive approach to problem-solving
  • Ability to work independently on weekends and meet required service levels
  • Clear written and verbal communication skills

Compensation & Hours
  • Hourly contract position, weekend + Monday shifts (Saturday-Sunday hours may vary based on workload)
  • Remote work environment, with on-site training
  • Opportunity for continued contract work based on performance and business needs

Diversity is a core value at Rho. We are committed to building a welcoming and inclusive workplace for all.

Apply