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Client Onboarding Project Manager Jobs in Alabama

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

This role is responsible for facilitating the onboarding of managed account relationships, supporting portfolio model implementation, and servicing client accounts across portfolio management ...

Renasant Bank

$65 - $90/hr

Manage the resolution of client issues via phone and e-mail in a timely and accurate manner to ... Work on special projects as requested * Adhere to Renasant Bank's Service Standards Policy and Core ...

ADVANCED RESIDUALS MANAGEMENT LLC

AL · On-site

... onboarding, and employee evaluations. • Promote teamwork, accountability, professionalism, and ... Project Managers are expected to: • Provide visible leadership for ARM's safety culture. • ...

Advanced Residuals Management LLC

AL · On-site

... onboarding, and employee evaluations. • Promote teamwork, accountability, professionalism, and ... Project Managers are expected to: • Provide visible leadership for ARM's safety culture. • ...

Hargrove and Associates, Inc

Project Manager

Saraland, AL · On-site

$90 - $120/hr

Work with client team to define project scope, goals and deliverables that support business goals ... Project Manager is responsible for ensuring all documentation is reviewed and checked against ...

Hargrove & Associates Inc.

Project Manager

Saraland, AL · On-site

$90 - $120/hr

Work with client team to define project scope, goals and deliverables that support business goals ... Project Manager is responsible for ensuring all documentation is reviewed and checked against ...

Duplantisdesigngroup

Project Manager

Mobile, AL · On-site

$75 - $95/hr

Experience with Client coordination and communication will be fundamental characteristics for the prospective Project Manager. Under general supervision, participates in programming, preliminary ...

Hargrove

Project Manager

Mobile, AL · On-site

$85 - $120/hr

Work with client team to define project scope, goals and deliverables that support business goals ... Project Manager is responsible for ensuring all documentation is reviewed and checked against ...

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Client Onboarding Project Manager information

See Alabama salary details

$34.9K

$93.1K

$146.8K

How much do client onboarding project manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for client onboarding project manager in Alabama is $93,070.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,200.00 and $111,500.00 per year, depending on experience, location, and employer.

What does a client onboarding project manager do?

A Client Onboarding Project Manager is responsible for guiding new clients through the onboarding process after they sign a contract with a company. They coordinate across departments to ensure that all client requirements are met, manage timelines, and address any issues that arise during setup. Their goal is to provide a smooth and positive experience for clients as they transition into using the company's products or services. This role requires strong project management, communication, and problem-solving skills to ensure client satisfaction and successful onboarding.

What are the key skills and qualifications needed to thrive as a client onboarding project manager?

To thrive as a Client Onboarding Project Manager, you typically need strong project management skills, a background in business or finance, and relevant experience in client onboarding processes. Familiarity with CRM software, project management tools like Asana or Jira, and sometimes certifications such as PMP or Prince2 are highly valuable. Excellent communication, problem-solving, and organizational skills help build client trust and ensure seamless project delivery. These abilities are crucial for efficiently managing complex onboarding processes and delivering a positive client experience.

What are some common challenges a client onboarding project manager faces during the onboarding process, and how can they be addressed?

A Client Onboarding Project Manager often encounters challenges such as managing complex client requirements, coordinating across multiple internal departments, and ensuring timely communication. Each client may have unique needs, which requires adaptability and strong organizational skills. Proactively setting clear expectations, maintaining detailed project plans, and fostering collaboration between teams can help streamline the process and prevent delays. Building strong relationships with both clients and internal stakeholders is also crucial for resolving issues quickly and ensuring a smooth onboarding experience.

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

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

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

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

What cities in Alabama are hiring for Client Onboarding Project Manager jobs?

Cities in Alabama with the most Client Onboarding Project Manager job openings:

Client Onboarding Project Manager jobs near you
Infographic showing various Client Onboarding Project Manager job openings in Alabama as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $93,070 per year, or $44.7 per hour.

Client Onboarding Associate

Stonex Group, Inc.

Birmingham, AL • On-site

Full-time

Re-posted 13 days ago

Job description

Overview
Connecting clients to markets - and talent to opportunity.
With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.
Responsibilities
We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed Accounts Team. This role is responsible for facilitating the onboarding of managed account relationships, supporting portfolio model implementation, and servicing client accounts across portfolio management platforms. The ideal candidate will possess strong organizational skills, an analytical mindset, and a commitment to delivering exceptional service to financial advisors and clients. The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and internal departments to ensure a seamless onboarding experience and ongoing account maintenance.
  • Coordinate the onboarding of managed account relationships from account opening through funding and implementation.
  • Review account documentation for completeness and accuracy, ensuring compliance with firm and regulatory requirements.
  • Assist advisors and internal partners with account setup, releasing accounts to invest, and account maintenance requests.
  • Assist with the creation, maintenance, and implementation of investment models within portfolio management systems.
  • Process account maintenance requests, tradee holds, cash raises, model changes, and other service-related transactions.
  • Support advisors with portfolio management system inquiries and account servicing needs.
  • Research and resolve account discrepancies in a timely manner.

Qualifications
  • Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field.
  • 1-3 years of experience in wealth management, investment advisory services, financial services, or account administration.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office, particularly Excel.
Preferred
  • Experience supporting managed accounts or advisory platforms.
  • Knowledge of portfolio management systems such as Envestnet, Advyzon, or similar platforms.
  • Familiarity with investment models, portfolio construction concepts, and account management processes.
  • Understanding of brokerage and advisory account operations.

This onsite entry level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region.
Relocation will not be provided for this position.
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