The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
Controller - Onboarding
Saint Paul, MN · On-site
$90K - $125K/yr
Own client relationships during the Tenacity phase of our Accounting Clarity™ proven process * Lead intensive client onboarding, setup, and financial foundation building * Teach clients AIOA ...
Controller - Onboarding
Saint Paul, MN · On-site
$90K - $125K/yr
Own client relationships during the Tenacity phase of our Accounting Clarity™ proven process * Lead intensive client onboarding, setup, and financial foundation building * Teach clients AIOA ...
Client Administration Analyst
Minneapolis, MN · On-site
$52K - $92K/yr
Ensure on onboarding processes adhere to company policies/procedures to mitigate risk. * Manage ongoing account maintenance, including updates to client accounts. Notify internal and external ...
Client Administration Analyst
Minneapolis, MN · On-site
$52K - $92K/yr
Ensure on onboarding processes adhere to company policies/procedures to mitigate risk. * Manage ongoing account maintenance, including updates to client accounts. Notify internal and external ...
Client Success Manager
Saint Paul, MN · On-site
* Manage client onboarding from start to finish, ensuring implementation is well-organized and aligned with client expectations. * Serve as an advisor to clients, utilizing 2060 Digital resources, best ...
Client Success Manager
Saint Paul, MN · On-site
* Manage client onboarding from start to finish, ensuring implementation is well-organized and aligned with client expectations. * Serve as an advisor to clients, utilizing 2060 Digital resources, best ...
Under general supervision, the role frequently communicates with clients and focuses on onboarding new client accounts, delivering reports to clients, and working with business partners to service ...
Under general supervision, the role frequently communicates with clients and focuses on onboarding new client accounts, delivering reports to clients, and working with business partners to service ...
Onboarding Specialist
Minneapolis, MN · On-site
$26 - $26.14/hr
Utilize HR platforms such as Workday and Client to manage onboarding workflows, I9 tasks, and case documentation. * Deliver a highquality customer experience by providing clear, accurate, and ...
Onboarding Specialist
Minneapolis, MN · On-site
$26 - $26.14/hr
Utilize HR platforms such as Workday and Client to manage onboarding workflows, I9 tasks, and case documentation. * Deliver a highquality customer experience by providing clear, accurate, and ...
Client Service Coordinator
Plymouth, MN · On-site
$68K - $72K/yr
Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding. * Preparing engagement letters and ...
Client Service Coordinator
Plymouth, MN · On-site
$68K - $72K/yr
Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding. * Preparing engagement letters and ...
Client Service Coordinator
Plymouth, MN · On-site
$19 - $24.75/hr
Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding. * Preparing engagement letters and ...
Client Service Coordinator
Plymouth, MN · On-site
$19 - $24.75/hr
Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding. * Preparing engagement letters and ...
Lead the planning, launch, and execution of complex client onboarding and transformation initiatives. * Develop implementation roadmaps, governance structures, resource plans, and risk mitigation ...
Lead the planning, launch, and execution of complex client onboarding and transformation initiatives. * Develop implementation roadmaps, governance structures, resource plans, and risk mitigation ...
Client Service Coordinator
Plymouth, MN · On-site
$68K - $72K/yr
Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding. * Preparing engagement letters and ...
Client Service Coordinator
Plymouth, MN · On-site
$68K - $72K/yr
Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding. * Preparing engagement letters and ...
Client Associate (Wealth Management)
Minnetonka, MN · Hybrid
$75K - $95K/yr
Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab to ensure a smooth and timely experience * Handle ongoing account maintenance ...
Client Associate (Wealth Management)
Minnetonka, MN · Hybrid
$75K - $95K/yr
Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab to ensure a smooth and timely experience * Handle ongoing account maintenance ...
Client Associate (Wealth Management)
Minnetonka, MN · On-site
$75K - $95K/yr
Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab to ensure a smooth and timely experience * Handle ongoing account maintenance ...
Client Associate (Wealth Management)
Minnetonka, MN · On-site
$75K - $95K/yr
Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab to ensure a smooth and timely experience * Handle ongoing account maintenance ...
Onboarding Specialist
Minneapolis, MN · On-site
$22 - $26/hr
Duration: 6 months contract to start Client: Large Banking Overview :As an Onboarding Specialist, you will help support new hires and managers through the onboarding process while ensuring compliance ...
Onboarding Specialist
Minneapolis, MN · On-site
$22 - $26/hr
Duration: 6 months contract to start Client: Large Banking Overview :As an Onboarding Specialist, you will help support new hires and managers through the onboarding process while ensuring compliance ...
Client Service Coordinator
Minneapolis, MN · On-site
$68K - $72K/yr
Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding. * Preparing engagement letters and ...
Client Service Coordinator
Minneapolis, MN · On-site
$68K - $72K/yr
Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding. * Preparing engagement letters and ...
Client Operations Associate / Manager
$70K - $85K/yr
What you'll do: · Manage day-to-day operations and workflows across the firm · Support client onboarding, account management, and service requests · Coordinate between advisors, leadership, and ...
Quick apply
Client Operations Associate / Manager
$70K - $85K/yr
What you'll do: · Manage day-to-day operations and workflows across the firm · Support client onboarding, account management, and service requests · Coordinate between advisors, leadership, and ...
The Client Delivery Analyst will help drive growth and fulfill the needs of our business by participating in the client onboarding process. In this role they will conduct claims analysis and create ...
Quick apply
The Client Delivery Analyst will help drive growth and fulfill the needs of our business by participating in the client onboarding process. In this role they will conduct claims analysis and create ...
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
Minneapolis, MN · On-site
$90K - $110K/yr
Serve as a primary lead for client onboarding, investment implementation, and private banking services * Create and implement customized onboarding experience for high net-worth clients * Transfer ...
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
Minneapolis, MN · On-site
$90K - $110K/yr
Serve as a primary lead for client onboarding, investment implementation, and private banking services * Create and implement customized onboarding experience for high net-worth clients * Transfer ...
Serve as a primary lead for client onboarding, investment implementation, and private banking services * Create and implement customized onboarding experience for high net-worth clients * Transfer ...
Serve as a primary lead for client onboarding, investment implementation, and private banking services * Create and implement customized onboarding experience for high net-worth clients * Transfer ...
Client Account Manager
$60K - $65K/yr
Support onboarding of new clients to ensure a smooth transition into PRO Resources. Assist with client retention initiatives and renewal processes. Proactively communicates and collaborates with ...
Client Account Manager
$60K - $65K/yr
Support onboarding of new clients to ensure a smooth transition into PRO Resources. Assist with client retention initiatives and renewal processes. Proactively communicates and collaborates with ...
Client Account Manager
$60K - $65K/yr
Support onboarding of new clients to ensure a smooth transition into PRO Resources. Assist with client retention initiatives and renewal processes. Proactively communicates and collaborates with ...
Client Account Manager
$60K - $65K/yr
Support onboarding of new clients to ensure a smooth transition into PRO Resources. Assist with client retention initiatives and renewal processes. Proactively communicates and collaborates with ...
Client Onboarding information
See Minnesota salary details
$14.60 - $18.04
4% of jobs
$18.04 - $21.49
11% of jobs
$21.49 - $24.93
5% of jobs
$25.62 is the 25th percentile. Wages below this are outliers.
$24.93 - $28.38
25% of jobs
The median wage is $29.12 / hr.
$28.38 - $31.83
22% of jobs
$33.75 is the 75th percentile. Wages above this are outliers.
$31.83 - $35.27
14% of jobs
$35.27 - $38.72
8% of jobs
$38.72 - $42.16
2% of jobs
$42.16 - $45.61
0% of jobs
$45.61 - $49.06
5% of jobs
$49.06 - $52.50
3% of jobs
$14
$31
$52
How much do client onboarding jobs pay per hour?
How to become a client onboarding specialist?
What is client onboarding?
What are the 5 C's of onboarding?
What are the key skills and qualifications needed to thrive in the Client Onboarding position, and why are they important?
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 job?
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 is a client onboarding job?
What are some common challenges faced in a Client Onboarding role, 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.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 6 days ago
U.S. Bank rating
8.2
Based on 351 frontline employees who took The Breakroom Quiz
39th of 142 rated banks
Job description
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionWe are seeking a dynamic and client-focused Project Manager to join our Treasury Client Onboarding Team. This role is responsible for leading and coordinating project-based onboarding initiatives for new and existing Treasury Management clients.
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new treasury services. The Project Manager role participates in the identification, design, development and implementation of assigned projects and will be the point of contact collaborating with internal and external partners to ensure successful and timely completion of projects. Responsible for guiding project teams through assigned initiatives and holding individuals accountable to deliverables and timelines.
Essential Functions:
Oversee all client and internal partner initiatives for new clients or existing clients, adding new treasury services with direct impact on Treasury Client Onboarding and Servicing (TCOS); ensure project deliverables are met, on time.
Coordinate, facilitate and participate in client meetings related to assigned projects and initiatives.
Lead and manage end-to-end onboarding projects for Treasury Management clients, ensuring timely and successful implementation of solutions.
Monitor project progress, manage risks, and resolve issues to ensure successful outcomes with the use of project plans as needed.
Solicit ongoing feedback from client, Relationship Manager, internal partners and servicing peers to identify areas of improvement.
Basic Qualifications
Bachelor's degree, or equivalent work experience
Typically five to eight years of related experience
Preferred Skills/Experience
Advanced knowledge of Treasury Management or related financial services.
Strong project management skills and expertise.
Strong project management experience.
Proficiency in Microsoft Office Suite.
Strong communication, problem-solving, and organizational skills.
Ability to manage multiple priorities in a fast-paced environment.
Excellent verbal and written communication skills.
Strong executive presence, confidence partnering with a variety of levels within the organization.
Demonstrated leadership and the ability to influence without authority.
Background managing or servicing business clients, with an emphasis on an elevated client experience.
Strong analytical and data interpretation skills.
Location expectations
This role requires working from a U.S. Bank location three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
What U.S. Bank employees say
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About U.S. Bank
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U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Minneapolis, MN, US
Year founded
1863