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Client Onboarding Jobs in California (NOW HIRING)

BERNSTEIN FINANCIAL SERVICES INC

Be Seen First

Client Excellence Coordinator

Van Nuys, CA · On-site

$25 - $35/hr

Coordinate and oversee client onboarding to ensure a smooth transition into the firm * Collaborate with internal team members to ensure client expectations and deadlines are met Administrative ...

Golden Care

Client Services Manager

La Mesa, CA · On-site

Track referrals, leads, client conversions, and client on-boarding. * Support client retention efforts by maintaining strong relationships and ensuring high-quality service delivery. Team Leadership ...

BERNSTEIN FINANCIAL SERVICES INC

Be Seen First

Client Excellence Coordinator

Van Nuys, CA · On-site

$25 - $35/hr

Coordinate and oversee client onboarding to ensure a smooth transition into the firm * Collaborate with internal team members to ensure client expectations and deadlines are met Administrative ...

Baird

Client Assistant

Santa Clara, CA · On-site

$27.70 - $36.62/hr

You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

Baird Capital

Client Assistant

Santa Clara, CA · On-site

$27.70 - $36.62/hr

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...

New

Baird Capital

Client Assitant

Santa Clara, CA · On-site

$27.70 - $36.62/hr

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...

New

Baird

Client Assistant

Santa Clara, CA · On-site

$27.70 - $36.62/hr

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...

New

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Client Onboarding information

See California salary details

$14

$31

$52

How much do client onboarding jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for client onboarding in California is $31.60, according to ZipRecruiter salary data. Most workers in this role earn between $25.62 and $34.42 per hour, depending on experience, location, and employer.

What is a client onboarding?

A Client Onboarding job involves guiding new clients through the initial setup and integration process with a company’s products or services. This role ensures a smooth transition by addressing client needs, providing necessary training, and coordinating with internal teams. Effective onboarding helps establish strong relationships, improves customer satisfaction, and sets clients up for long-term success.

What are the key skills and qualifications needed to thrive in client onboarding?

To thrive as a Client Onboarding professional, you need strong project management skills, attention to detail, and a solid understanding of your company's products or services, often supported by relevant experience in customer service or account management. Familiarity with customer relationship management (CRM) systems, onboarding software, and documentation tools is typically required. Exceptional communication, problem-solving abilities, and relationship-building skills help set top performers apart. These skills are essential to ensure a smooth, positive experience for new clients, fostering long-term satisfaction and retention.

What are some common challenges faced in client onboarding, and how can I effectively overcome them?

Client Onboarding professionals often encounter challenges such as managing multiple client expectations, coordinating with various internal teams, and addressing unique client requirements within tight deadlines. To overcome these obstacles, it’s important to stay organized, proactively communicate updates, and set clear expectations with both clients and colleagues. Building strong relationships and understanding each client's specific needs can also help prevent misunderstandings and create a smoother onboarding experience. Many companies offer ongoing training and supportive team structures to help you navigate and succeed in these situations.

How to become a client onboarding specialist?

To become a client onboarding specialist, candidates typically need a bachelor's degree in business, communications, or a related field, along with strong communication and organizational skills. Experience in customer service, account management, or sales can be beneficial, and familiarity with customer relationship management (CRM) tools is often required. Certifications in project management or customer success can enhance prospects in this role.

What are the most commonly searched types of Client Onboarding jobs in California?

The most popular types of Client Onboarding jobs in California are:

What are popular job titles related to Client Onboarding jobs in California?

For Client Onboarding jobs in California, the most frequently searched job titles are:

What job categories do people searching Client Onboarding jobs in California look for?

The top searched job categories for Client Onboarding jobs in California are:

What cities in California are hiring for Client Onboarding jobs?

Cities in California with the most Client Onboarding job openings:

Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in California as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 8% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $65,738 per year, or $31.6 per hour.

Relationship Officer SAFE Act - C12

Citigroup, Inc.

Palo Alto, CA • On-site

$88K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits' Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
  • Lead client onboarding and account opening efforts as a part of our core client coverage team
  • Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
  • Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
  • Provide the highest level of customer service and teamwork to our clients
  • Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications
  • Ensure all documentation received is current, accurate and complete.
  • Fulfill all requests in a timely manner
  • Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
  • Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
  • 3-7 years of relevant experience
  • Self-motivated and proactive
  • Highly developed attention to detail
  • Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines
  • Excellent verbal and written communication skills

Education:
  • Bachelor's/University degree or equivalent experience

Job Family Group:
Private Client Coverage
Job Family:
Client Onboarding
Time Type:
Full time
Primary Location:
Palo Alto California United States
Primary Location Full Time Salary Range:
$88,400.00 - $140,400.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
Oct 28, 2024
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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