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Client Onboarding Officer Jobs (NOW HIRING)

BitGo

Trust Officer

Sioux Falls, SD

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 ...

BitGo

Trust Officer

Sioux Falls, SD · On-site

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 ...

United Apartment Group

Chief Growth Officer

Dallas, TX · On-site

Position SummaryThe Chief Development Officer is responsible for leading enterprise-wide growth for ... Transition and Client Onboarding* Remain accountable for a smooth handoff from business development ...

AppJaxx

Chief Operating Officer

Nashville, TN · On-site

Position Overview The COO will oversee day-to-day operations, process optimization, team ... client onboarding. * Monitor performance metrics across teams and implement improvements where ...

Societe Generale

Client Services Officer

Chicago, IL · On-site

Participate in margin related client onboarding and position transfer exercises * Capture and animate client cash balance FX conversion requests * Identify and resolve cash breaks * Manage and ...

AppJaxx

Chief Strategy Officer

Miami, FL · On-site

As we continue to scale, we're looking for a Chief Strategy Officer (CSO) to own our growth ... Build scalable systems and frameworks for lead generation, appointment setting, client onboarding ...

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All JobsClient Onboarding Officer Jobs

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 6, 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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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?

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Client Onboarding Officer jobs near you
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, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $105,189 per year, or $50.6 per hour.

Trust Officer

BitGo

Sioux Falls, SD

Full-time

Medical, Retirement, PTO

Re-posted 19 days ago

Job description

This role will require being full-time onsite at our Sioux Falls office to support collaborative team dynamics and innovative problem-solving.

BitGo/BitGo Trust Company is currently looking to hire a Trust Officer to work out of Sioux Falls, SD. This role will report into the Director of Trust Administration. 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 efficiently and in compliance with regulatory standards, while also maintaining oversight of accounts throughout the customer lifecycle.

Responsibilities:
  • Manage and oversee the full lifecycle of trust accounts under administration, from onboarding through termination.
  • Perform client onboarding reviews (KYC), including identity/document verification, adverse media and sanctions screening, and risk-based assessments.
  • Serve as a key contributor in the account acceptance process, ensuring all new clients meet internal and regulatory standards prior to opening.
  • Collaborate with Compliance, Legal, and Risk teams to ensure adherence to AML, BSA, and trust company policies during onboarding and account maintenance.
  • Maintain strong client relationships by providing responsive service, answering questions, and proactively addressing client needs throughout the customer journey.
  • Participate in trust distributions, review of trust documents, and implementation of account-specific instructions (discretionary and directed).
  • Perform annual and periodic trust account reviews to ensure compliance, documentation accuracy, and service consistency.
  • Maintain up-to-date knowledge of applicable laws, trust regulations, and BitGo products and services.
  • Escalate unusual account activity, complex asset types, or document deficiencies to internal stakeholders for review and resolution.
Skills and Experience:
  • Bachelor's Degree. An advanced degree or certification preferred.
  • 4+ years of client-facing experience, with 1+ years in trust administration, wealth management, or financial services.
  • Experience conducting KYC reviews and onboarding high-net-worth or institutional clients.
  • Working knowledge of regulatory frameworks (BSA/AML, CIP, FATF guidance) and trust acceptance principles.
  • Highly effective verbal and written communication skills, including ability to explain complex trust/account concepts to clients.
  • Strong attention to detail and proficiency with spreadsheets, document review tools, and onboarding platforms (e.g., Persona).
  • Proven ability to manage multiple client relationships with urgency, care, and accountability.
  • Comfort working in a digital-first, fast-paced environment with evolving regulatory expectations.
Why Join BitGo?

Disrupting an industry takes vision, innovation, passion, technical chops, drive to deliver, collaboration, and execution. Join a team of great people who strive for excellence and personify our corporate values of ownership, craftsmanship, and open communication. We are looking for new colleagues who bring innovative ways of thinking and problem solving, and who want risks to be part of the team that changes the world's financial markets.

Here are some of the benefits* of working at BitGo:

  • Competitive base salary, bonus and stock options
  • 100% company paid health insurance for employee, partner and dependents
  • Up to 4% 401k company match
  • Paid parental leave, Paid vacation
  • Free custom lunches, dinners and snacks 
  • Computer equipment and workplace furniture to suit your needs
  • Great colleagues and inspiring startup environment
  • *Benefits may vary based on location 

Cryptocurrencies are the most disruptive change the financial services industry has seen in years. Join us and you'll be able to look back and say you were part of the team that transformed investing.

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