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Client Onboarding Remote Jobs (NOW HIRING)

Faithful Financial

Remote Customer Service Representative

$16.50 - $22.25/hr

We are continuously onboarding Remote Customer Service Representatives for a structured independent contractor opportunity supporting national client programs. This is a work-from-home 1099 ...

Faithful Financial

Remote Customer Service Representative

$16.50 - $22.25/hr

We are continuously onboarding Remote Customer Service Representatives for a structured independent contractor opportunity supporting national client programs. This is a work-from-home 1099 ...

Faithful Financial

Remote Customer Service Representative

$16.50 - $22.25/hr

We are continuously onboarding Remote Customer Service Representatives for a structured independent contractor opportunity supporting national client programs. This is a work-from-home 1099 ...

Faithful Financial

Remote Customer Service Representative

$16.50 - $22.25/hr

We are continuously onboarding Remote Customer Service Representatives for a structured independent contractor opportunity supporting national client programs. This is a work-from-home 1099 ...

Triumph-HR

Practice Onboarding Specialist

Charlotte, NC · Remote

$60K - $67K/yr

What You'll Do Client Onboarding & Project Management * Manage the onboarding process for new ... Flexible Remote Work Environment * Work-Life Balance Support * Professional Development ...

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Client Onboarding Remote information

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How much do client onboarding remote jobs pay per hour?

As of Jun 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 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.

What are the key skills and qualifications needed to thrive as a Client Onboarding Specialist (Remote), and why are they important?

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.
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Client Onboarding Remote jobs near you
Client Onboarding Fund Controller

Client Onboarding Fund Controller

Standish Management

Seattle, WA • On-site, Remote

$80K - $95K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Job Description:
 
Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Fund Controller role plays a key role in helping to onboard new clients to Standish's fund accounting group. In conjunction with the Manager, the Fund Controller is responsible for managing the day to day operations of the client onboarding process, which includes preparation of client deliverables and communications.  
Essential Functions:
  • Develop a thorough understanding of the client's Fund structure and reporting (ie. blockers, splitters, AIVs) 
  • Supervision of gathering and organizing client onboarding
  • Preparation and/or review of capital calls, LP communication documents, and other client deliverables 
  • Assist with onboarding client investor information in software systems 
  • Assist with historical data implementation and review
  • Maintain status of projects in Standish's project management system 
  • Collaborate with the Manager to develop and implement best practices
  • Manage ongoing systems support for the firm
Minimum Requirements:
  • Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
  • Previous Private Equity/VC experience and knowledge of Partnership Accounting
  • Minimum 2-3 years of public accounting experience or equivalent
  • Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
  • Familiarity with QuickBooks or other accounting reporting systems (Allvue, eFront, etc.)
  • Attention to detail
  • Strong written and verbal communication
  • Able to multi- task
  • Ability to work in a team and individually
  • Strong organizational skills and work ethic
  • Adept using web-based data entry databases

Benefits Include: 

  • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
  • Comprehensive disability/maternity and paternity plans
  • 401K eligibility after 3 months
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • 8-10 standard holidays along with year-end office closure
  • We provide a flexible work environment for all employees. Employees can choose to be classified as "flex remote" or "flex office"  

*Compensation range: $80,000-95,000  annually. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.

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