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Client Onboarding Jobs in Ohio (NOW HIRING)

RIA Recruiting

Client Service Associate

Columbus, OH · On-site

$65K - $80K/yr

Lead new client onboarding process * Audit clients' portals for broken links and missing data * Track and confirm year-end RMDs and IRA contributions * Coordinate proactive client touchpoints

RIA Recruiting

Client Service Associate

Columbus, OH · On-site

$65K - $80K/yr

Lead new client onboarding process * Audit clients' portals for broken links and missing data * Track and confirm year-end RMDs and IRA contributions * Coordinate proactive client touchpoints

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How much do client onboarding jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for client onboarding in Ohio is $30.45, according to ZipRecruiter salary data. Most workers in this role earn between $24.66 and $33.12 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 Ohio?

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

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

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

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

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

What cities in Ohio are hiring for Client Onboarding jobs?

Cities in Ohio with the most Client Onboarding job openings:

Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in Ohio as of August 2026, with employment types broken down into 81% Full Time, 12% Part Time, and 7% Contract. Highlights an 61% Physical, 2% Hybrid, and 37% Remote job distribution, with an average salary of $63,326 per year, or $30.4 per hour.

Asset Management - US Client Onboarding Management

JP Morgan Chase

Columbus, OH • On-site

Full-time

Medical, Retirement

Posted 15 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

As a Client Onboarding Management associate, you will partner with key cross-functional stakeholders to lead the implementation of key deliverables to support the on-boarding of investment solutions for Institutional clients or within Fund/ETF vehicles (non-US domiciled) on the US platform. The role requires interaction across internal global partners (ie. product teams, operations, client service) as well as external client service providers (ie. Custodians, record keepers).  In addition to on-boardings, the role will be responsible for leading the implementation of client/fund lifecycle changes (ie. liquidations, investment strategy changes, etc.) impacting the existing account set up or operating model.     

Job Responsibilities

  • Lead and influence cross-functional teams across Institutional Client Service, Product teams, Operations, Product Development, Global Trade Agreements Group, Legal, Compliance, Risk, and Controls to drive the design and implementation of investment solutions for new business opportunities and complex change events impacting existing operating models
  • Implement against established project plans, on-boarding checklists, and account set up requirements to ensure timely execution of key deliverables
  • Issue resolution - undertake effective issue management practice to ensure timely resolution of key roadblocks, escalating where appropriate
  • Support the re-engineering and enhancement of existing operational and service models to improve scalability, enhance operational controls, and mitigate business risk
  • Liaise with external parties, as appropriate, for successful delivery of the initiative.  Key contact points may include client-appointed consultants, custodians, transfer agents, record keepers, outsourced service providers, and transition managers/asset managers
  • Ensure effective and timely communication of initiative status, particularly with client-facing stakeholders to keep them abreast of key developments 
  • Lead New Business Initiative Approval (NBIA) initiatives and obtain required Committee sign-offs to ensure new operating models can be effectively support by the business in a controlled and scalable manner

Preferred Qualifications:

  • 3+ years financial services (preferably Asset Management) experience in analyzing and delivering against complex business strategies
  • Prior experience in Client Service, Operations, or Business Management a plus
  • Strong product knowledge and understanding of vehicle types including separate accounts, mutual funds, ETFs, and commingled pension trust funds
  • Knowledge of complex instruments including derivatives and alternatives a plus
  • Understanding of Institutional operating platforms including experience interfacing with Client service providers such as custodians, transfer agents, and record keepers a plus
  • Solid critical thinking, analytical, and quantitative skills
  • Strong interpersonal and communication skills
  • Disciplined project management, organization, and execution skills 
  • Highly collaborative - history of delivering results through organizational partnership with cross-functional teams
  • Demonstrated proficiency in MS Office (Excel, PowerPoint, Word)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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