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Client Onboarding Officer Jobs (NOW HIRING)

Client Service Officer II

Bedminster, NJ · On-site

$16.75 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Officers from Peapack private wealth management division are available to provide wealth management ... Conducts client onboarding and manages the day-to-day, ongoing service of client relationships ...

Client Service Officer II

Bedminster, NJ · On-site

$16.75 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Officers from Peapack private wealth management division are available to provide wealth management ... Conducts client onboarding and manages the day-to-day, ongoing service of client relationships ...

Trust Officer

Sioux Falls, SD · On-site

  • Medical

  • Retirement

  • PTO

BitGo Trust Officers are responsible for a blend of client onboarding, KYC/AML review, and trust account administration. This role plays a critical part in ensuring our clients are onboarded ...

Trust Officer

Sioux Falls, SD · On-site

  • Medical

  • Retirement

  • PTO

BitGo Trust Officers are responsible for a blend of client onboarding, KYC/AML review, and trust account administration. This role plays a critical part in ensuring our clients are onboarded ...

You will be guiding onboarding, coordinating multi‑party deliverables, and maintaining rigorous service operations that uphold ImpactAssets' client-first approach. The Senior Officer acts as an ...

Showing results 21-40

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 Aug 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 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.

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.
More about Client Onboarding Officer jobs

What cities are hiring for Client Onboarding Officer jobs?

Cities with the most Client Onboarding Officer job openings:

What states have the most Client Onboarding Officer jobs?

States with the most job openings for Client Onboarding Officer jobs include:

Infographic showing various Client Onboarding Officer job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $105,189 per year, or $50.6 per hour.

Client Onboarding Implementation Senior Associate

JPMorgan Chase & Co.

Charlotte, NC • On-site

Full-time

Medical, Retirement

Posted 8 days ago


JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks


Job description


Formal Job Description
Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.
As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.
Job Responsibilities
  • Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
  • Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
  • Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
  • Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
  • Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.

Required qualifications, capabilities and skills
  • 3+ years of experience in managing and executing strategic initiatives in a professional field.
  • Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
  • Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
  • Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
  • Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.

Preferred qualifications, capabilities and skills
  • Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
  • Oversee project management activities to ensure timely and successful client onboarding.
  • Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
  • Foster digital literacy within the team to leverage technology in the onboarding process.
  • Implement cybersecurity measures to protect client data during the onboarding process.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (10%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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