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Client Onboarding Remote Jobs (NOW HIRING)

Servbank

Client Onboarding Specialist

$47K - $55K/yr

The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for ... remote; however, if you reside within a 50-mile radius of one of our office locations, the role ...

AI Acquisition

Client Onboarding Specialist

$5.0K/mo

You struggle to hold a direct, confident conversation with a frustrated client * You wait for ... Fully remote * Direct line to senior onboarding leadership * Growth track into broader CS or ops ...

SpotOn

Client Onboarding Specialist

San Francisco, CA · Remote

$46K - $67K/yr

Advanced proficiency in virtual training, remote onboarding, and implementation best practices. * Strong analytical and problem-solving skills with a strategic approach to complex client needs.

SpotOn

Client Onboarding Specialist

New York, NY · Remote

$46K - $67K/yr

Advanced proficiency in virtual training, remote onboarding, and implementation best practices. * Strong analytical and problem-solving skills with a strategic approach to complex client needs.

SpotOn

Client Onboarding Specialist

Royal Oak, MI · Remote

$46K - $67K/yr

Advanced proficiency in virtual training, remote onboarding, and implementation best practices. * Strong analytical and problem-solving skills with a strategic approach to complex client needs.

SpotOn

Client Onboarding Specialist

Chicago, IL · Remote

$46K - $67K/yr

Advanced proficiency in virtual training, remote onboarding, and implementation best practices. * Strong analytical and problem-solving skills with a strategic approach to complex client needs.

Harbourvest

Associate, Client Onboarding

Client Onboarding Associate For over forty years, HarbourVest has been home to a committed team of ... You will receive 18 remote workdays per quarter to use at your discretion, subject to manager ...

e2E LLC

Client Onboarding Consultant

... remote and hybrid work arrangements. Applicants should either currently reside in the Kansas City ... The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ...

e2E, LLC

Client Onboarding Consultant

Kansas City, MO · On-site +1

$75K - $90K/yr

... remote and hybrid work arrangements. Applicants should either currently reside in the Kansas City ... The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ...

e2E

Client Onboarding Consultant

Kansas City, MO · On-site +1

$75K - $90K/yr

... remote and hybrid work arrangements. Applicants should either currently reside in the Kansas City ... The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ...

Flex Dental

Client Onboarding Liaison

About the Position The Client Onboarding Liaison is responsible for delivering a seamless ... Ability to work independently in a remote environment while collaborating effectively across ...

Vermillio

Client Onboarding Operations Coordinator

Collect, organize, and verify client onboarding details - organization names, client/talent details ... Opportunity for remote work Nice to Have * Familiarity with social media platforms and IP/rights ...

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How much do client onboarding remote jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for client onboarding remote in the United States is $32.02, according to ZipRecruiter salary data. Most workers in this role earn between $25.96 and $34.86 per hour, depending on experience, location, and employer.

What does a client onboarding remote professional do?

A Client Onboarding Remote professional is responsible for guiding new clients through the initial setup and integration process with a company’s products or services, all while working remotely. They ensure that clients have a smooth transition, understand how to use the offerings, and address any questions or concerns. Their role often involves virtual meetings, documentation, and ongoing support to foster strong client relationships and satisfaction from a distance.

What are the key skills and qualifications needed to thrive as a client onboarding remote professional?

To thrive as a Client Onboarding Specialist (Remote), you need strong organizational skills, attention to detail, and a background in customer service or account management, often supported by a bachelor’s degree. Familiarity with CRM software like Salesforce, onboarding platforms, and virtual communication tools is typically required. Exceptional communication, problem-solving abilities, and the capacity to build rapport remotely are standout soft skills. These competencies ensure smooth client transitions, high satisfaction, and effective collaboration in a distributed work environment.

What are some common challenges faced when working in a remote client onboarding role, and how can they be overcome?

In a remote client onboarding role, communication and relationship-building can be more challenging without in-person interactions. It's important to proactively schedule video meetings, use clear written communication, and leverage collaborative tools to ensure clients feel supported throughout the process. Staying organized, setting clear expectations, and following up regularly with both clients and internal teams help prevent misunderstandings and ensure a smooth onboarding experience.

What is the difference between Client Onboarding Remote vs Customer Success Specialist?

AspectClient Onboarding RemoteCustomer Success Specialist
CredentialsTypically requires onboarding, communication, and customer service skillsRequires customer relationship management and product knowledge
Work EnvironmentRemote, often project-based onboarding processesRemote or hybrid, ongoing customer engagement
Industry UsageCommon in SaaS, tech, and service industriesWidely used in SaaS, software, and subscription services

Client Onboarding Remote focuses on guiding new clients through initial setup and integration, ensuring a smooth start. Customer Success Specialists maintain ongoing relationships, helping clients maximize product value. While onboarding is a part of customer success, the roles differ in scope and focus, with onboarding being more project-specific and customer success emphasizing long-term retention and satisfaction.

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Client Onboarding Remote jobs near you
Infographic showing various Client Onboarding Remote job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

Client Onboarding Specialist

Remote

Servbank
See more jobs at Servbankexternal

$47K - $55K/yr

Full-time

Re-posted 3 days ago

Job description

The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for commercial clients, including deposit account setup, treasury management services implementation, and relationship documentation. This role partners closely with Treasury Management Officers, Commercial Operations, and internal support teams to ensure a smooth, compliant, and efficient onboarding experience for both clients and internal stakeholders.
About Servbank:
Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you're a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.
Key Responsibilities
Client Onboarding & Account Opening
• Manage onboarding for new commercial relationships, including deposit accounts and treasury management services
• Coordinate the setup of account structures and service configurations
• Facilitate onboarding for products including, but not limited to, online banking, ACH, wires, RDC, and IntraFi (ICS/CDARS) services
Documentation & Compliance
• Review and validate all required documentation in accordance with CIP/CDD and internal policies
• Prepare, generate, and distribute account opening and TM service agreements for client execution
• Ensure proper collection, retention, and filing of documentation for audit and compliance purposes
• Maintain familiarity with business entity structures (LLCs, Corporations, Partnerships, Trusts, etc.) and related documentation requirements
Client & Internal Communication
• Serve as a primary point of contact during onboarding for TMOs, internal partners, and clients
• Coordinate directly with clients to gather information, clarify requirements, and provide status updates
Process Coordination & Execution
• Manage the onboarding lifecycle from intake through implementation and handoff to support teams
• Track onboarding status and ensure all steps are completed within expected timelines
• Perform quality assurance checks on account setups and service configurations prior to client handoff
Additional Responsibilities
• Support ongoing process improvements and documentation updates
• Provide backup support across onboarding, support, or operations functions as needed
• Perform other duties as assigned
Requirements
  • 2+ years of experience in banking, treasury management or commercial onboarding
  • Strong understanding of business account opening and documentation review processes
  • Knowledge of treasury management products (ACH, wires, RDC, online banking, etc.)
  • Strong attention to detail with a focus on accuracy and compliance
  • Ability to manage multiple onboarding requests simultaneously in a fast-paced environment

Work Location Requirement This position is designated as remote; however, if you reside within a 50-mile radius of one of our office locations, the role will be considered in-office and not eligible for remote work.
EEO Statement:
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Salary Description
$47,800 to $55,900

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