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Client Onboarding Jobs in Connecticut (NOW HIRING)

Jobtailor

AVP, Client Implementation

Shelton, CT · On-site

$120 - $180/hr

* Accountable for end-to-end client onboarding for Life, Absence, and Disability Solutions, ensuring quality execution and timely delivery * Establishes and sustains strong relationships with customers ...

iCapital

Client Delivery Advocate - Analyst

Stamford, CT · Hybrid

$65K - $70K/yr

Develop and strengthen client relationships via client on-boarding, client account setup, training, day-to-day support and issue management. * Maintain software maintenance, system setup and ...

iCapital

Client Delivery Advocate - Analyst

Stamford, CT · On-site

$65K - $70K/yr

Develop and strengthen client relationships via client on-boarding, client account setup, training, day-to-day support and issue management. * Maintain software maintenance, system setup and ...

iCapital

Client Delivery Specialist

Stamford, CT · On-site

$90K - $120K/yr

Client onboarding * Client account setup and training * Day-to-day support and issue management * Software maintenance and setup: * System setup and configuration * New client setup * New financial ...

New

Info-Ways

GetAccess Application Engineer

Groton, CT · On-site

Analyze and resolve identity exceptions that may occur during the client onboarding processes Analyze and resolve identity merges that may occur during the Client onboarding processes Problem ...

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How much do client onboarding jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for client onboarding in Connecticut is $30.46, according to ZipRecruiter salary data. Most workers in this role earn between $24.71 and $33.17 per hour, depending on experience, location, and employer.

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 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 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 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.

What are the most commonly searched types of Client Onboarding jobs in Connecticut? The most popular types of Client Onboarding jobs in Connecticut are:
What are popular job titles related to Client Onboarding jobs in Connecticut? For Client Onboarding jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Client Onboarding jobs in Connecticut look for? The top searched job categories for Client Onboarding jobs in Connecticut are:
Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 11% Part Time, 3% Temporary, and 6% Contract. Highlights an 75% Physical, 2% Hybrid, and 23% Remote job distribution, with an average salary of $63,365 per year, or $30.5 per hour.

Client Onboarding Specialist

TicketNetwork

South Windsor, CT • On-site

Full-time

Retirement

Re-posted 4 days ago

Job description

The CL Onboarding Specialist plays a vital role in expanding and strengthening RCN Capital's network of Correspondent Lender (CL) partners. This role is responsible for identifying, recruiting, and onboarding new CLs, guiding them through each stage of the onboarding process to ensure a smooth, organized, and engaging experience. By leveraging tools like Salesforce, Forecasa, and LinkedIn, along with creative outreach through podcasting and video content, the CL Onboarding Specialist helps drive brand visibility, build meaningful industry connections, and uncover emerging lending partners.
Beyond recruitment, this role manages the full administrative lifecycle of onboarding, including collecting registration documents, conducting due diligence, maintaining accurate CRM records, and coordinating demos, trainings, and follow-ups. Acting as a key point of contact, the CL Onboarding Specialist also helps identify problematic partners requiring corrective action, contributes to process improvements and automation enhancements, and partners cross-functionally to continually elevate the CL experience. Through proactive engagement and strong organizational execution, this role directly supports RCN's growth and the long-term success of our Correspondent Lender partnerships.
Primary Responsibilities:
  • Target and recruit new Correspondent Lenders across multiple lead sources to RCN
  • Coordinate with team to schedule sales calls, follow ups, calibrations, and assist with campaigns when needed
  • Take appropriate action of Banning and requesting Cease and Desists to problematic CLs who we will no longer be working with
  • Leverage LinkedIn and other tools such as podcasting and video content to enhance brand awareness and networking reach
  • Work within Forecasa to mine for Emerging Lenders and other potential CLs including contact information
  • Maintain Salesforce and update data as CLs progress through the Onboarding Stages
  • Provide feedback and assist with improving onboarding experience and automation refinement
  • Manage collection of registration docs and diligence and pull credit, background, entity statuses, etc
  • Collect and input missing data and send formal welcome letters
  • Schedule demos, trainings and manage maintenance requests and manage distro/CL onboarding inbox
  • Additional tasks and projects as assigned

Required Skills:
  • Excellent communication skills, both written and verbal
  • Affinity for cold calling and qualifying leads via phone
  • Strong attention to detail
  • Ability to work quickly and accurately in a fast paced environment
  • Ability to work effectively independently and as part of a team
  • Proficiency with MS Office Suite

Required Experience:
  • Internship or academic experience in a professional office role
  • Internship or academic experience in a professional phone-based role
  • Experience working in a real estate office, lender, bank, or financial services institution preferred
  • Experience or exposure to Salesforce or other CRM tools preferred
  • Experience with a LOS a plus

Education:
  • High School diploma or equivalent required
  • Associate's degree or Bachelor's degree in Business, Marketing, Communications, Real Estate, or related field preferred

Work Schedule:
  • Full time
  • Monday-Friday, 9:00AM to 6:00PM
  • First 90-days are onsite for training
  • Hybrid schedule after - up to 3 days/week remote

We Offer:
  • Growth-oriented work environment
  • Training opportunities
  • Casual dress policy
  • Competitive benefits, including 401K
  • Many more perks!

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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