We are seeking a dynamic and client-focused Project Manager to join our Cross-Payments Onboarding Team. This role is responsible for leading and coordinating project-based onboarding initiatives for ...
We are seeking a dynamic and client-focused Project Manager to join our Cross-Payments Onboarding Team. This role is responsible for leading and coordinating project-based onboarding initiatives for ...
Onboarding Specialist (Onsite)
Eugene, OR · On-site
$24.05 - $27/hr
You'll be the client's main point of contact during onboarding: confirming their purchase, scheduling and coordinating their website/design build, walking them through account and app setup, managing ...
Onboarding Specialist (Onsite)
Eugene, OR · On-site
$24.05 - $27/hr
You'll be the client's main point of contact during onboarding: confirming their purchase, scheduling and coordinating their website/design build, walking them through account and app setup, managing ...
Onboarding Specialist (Onsite)
Eugene, OR · On-site
You'll be the client's main point of contact during onboarding: confirming their purchase, scheduling and coordinating their website/design build, walking them through account and app setup, managing ...
Quick apply
Onboarding Specialist (Onsite)
Eugene, OR · On-site
You'll be the client's main point of contact during onboarding: confirming their purchase, scheduling and coordinating their website/design build, walking them through account and app setup, managing ...
Senior Client Service Associate
Portland, OR · Hybrid
$15.50 - $21.25/hr
Prepare and process documentation related to client onboarding and maintenance: * Open brokerage accounts, establish cashiering needs, set up online reporting access * Update cost basis, track ...
Senior Client Service Associate
Portland, OR · Hybrid
$15.50 - $21.25/hr
Prepare and process documentation related to client onboarding and maintenance: * Open brokerage accounts, establish cashiering needs, set up online reporting access * Update cost basis, track ...
Senior Client Service Associate
Portland, OR · Hybrid
$70K - $80K/yr
Prepare and process documentation related to client onboarding and maintenance: * Open brokerage accounts, establish cashiering needs, set up online reporting access * Update cost basis, track ...
Quick apply
Senior Client Service Associate
Portland, OR · Hybrid
$70K - $80K/yr
Prepare and process documentation related to client onboarding and maintenance: * Open brokerage accounts, establish cashiering needs, set up online reporting access * Update cost basis, track ...
Client Service Associate
Portland, OR · On-site
$15.25 - $21.25/hr
Coordinating the new client onboarding process: * Opening brokerage accounts, establishing cashiering needs, setting up online reporting access * Updating cost basis, tracking required minimum ...
Client Service Associate
Portland, OR · On-site
$15.25 - $21.25/hr
Coordinating the new client onboarding process: * Opening brokerage accounts, establishing cashiering needs, setting up online reporting access * Updating cost basis, tracking required minimum ...
Senior Client Service Associate
Portland, OR · On-site
$15.50 - $21.25/hr
Prepare and process documentation related to client onboarding and maintenance: * Open brokerage accounts, establish cashiering needs, set up online reporting access * Update cost basis, track ...
Senior Client Service Associate
Portland, OR · On-site
$15.50 - $21.25/hr
Prepare and process documentation related to client onboarding and maintenance: * Open brokerage accounts, establish cashiering needs, set up online reporting access * Update cost basis, track ...
Be Seen First
Client Relationship Manager
OR · On-site
$80K - $85K/yr
Partner with the Implementation Manager during new client onboarding and significant plan changes to ensure relationship continuity, clear communication, and a successful transition to ongoing ...
Quick apply
Be Seen First
Client Relationship Manager
OR · On-site
$80K - $85K/yr
Partner with the Implementation Manager during new client onboarding and significant plan changes to ensure relationship continuity, clear communication, and a successful transition to ongoing ...
Client Relationship Manager
Eugene, OR · On-site
$65K - $70K/yr
Coordinating the client onboarding process, including account opening, document preparation, and account maintenance * Processing account transactions, including the movement of funds and securities
Client Relationship Manager
Eugene, OR · On-site
$65K - $70K/yr
Coordinating the client onboarding process, including account opening, document preparation, and account maintenance * Processing account transactions, including the movement of funds and securities
Client Relationship Manager
$65K - $70K/yr
Coordinating the client onboarding process, including account opening, document preparation, and account maintenance * Processing account transactions, including the movement of funds and securities
Client Relationship Manager
$65K - $70K/yr
Coordinating the client onboarding process, including account opening, document preparation, and account maintenance * Processing account transactions, including the movement of funds and securities
Senior Client Service Associate
Portland, OR · On-site +1
$15.50 - $21.25/hr
Prepare and process documentation related to client onboarding and maintenance: * Open brokerage accounts, establish cashiering needs, set up online reporting access * Update cost basis, track ...
Quick apply
Senior Client Service Associate
Portland, OR · On-site +1
$15.50 - $21.25/hr
Prepare and process documentation related to client onboarding and maintenance: * Open brokerage accounts, establish cashiering needs, set up online reporting access * Update cost basis, track ...
Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. * Execute client transactions, including wires ...
Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. * Execute client transactions, including wires ...
Senior Client Service Associate
Portland, OR · On-site
$70K - $80K/yr
Prepare and process documentation related to client onboarding and maintenance: * Open brokerage accounts, establish cashiering needs, set up online reporting access * Update cost basis, track ...
Senior Client Service Associate
Portland, OR · On-site
$70K - $80K/yr
Prepare and process documentation related to client onboarding and maintenance: * Open brokerage accounts, establish cashiering needs, set up online reporting access * Update cost basis, track ...
Senior Client Services Specialist, Family Office
$19.75 - $27.25/hr
Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. * Execute client transactions, including wires ...
Senior Client Services Specialist, Family Office
$19.75 - $27.25/hr
Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. * Execute client transactions, including wires ...
Senior Client Services Specialist, Family Office
Lake Oswego, OR · On-site
$75K - $105K/yr
Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. * Execute client transactions, including wires ...
Senior Client Services Specialist, Family Office
Lake Oswego, OR · On-site
$75K - $105K/yr
Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. * Execute client transactions, including wires ...
Senior Client Services Specialist, Family Office
Salem, OR · On-site
$19.25 - $26.75/hr
Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. * Execute client transactions, including wires ...
Quick apply
Senior Client Services Specialist, Family Office
Salem, OR · On-site
$19.25 - $26.75/hr
Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. * Execute client transactions, including wires ...
Client Service Associate
$60K - $70K/yr
Coordinating the new client onboarding process: * Opening brokerage accounts, establishing cashiering needs, setting up online reporting access * Updating cost basis, tracking required minimum ...
Quick apply
Client Service Associate
$60K - $70K/yr
Coordinating the new client onboarding process: * Opening brokerage accounts, establishing cashiering needs, setting up online reporting access * Updating cost basis, tracking required minimum ...
Senior Client Services Specialist, Family Office
Lake Oswego, OR · On-site
$19.75 - $27.25/hr
Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. * Execute client transactions, including wires ...
Quick apply
Senior Client Services Specialist, Family Office
Lake Oswego, OR · On-site
$19.75 - $27.25/hr
Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. * Execute client transactions, including wires ...
Client Success Coordinator
OR · Remote
Support client onboarding by setting expectations, establishing timelines, and aligning goals across stakeholders. * Analyze campaign performance and client feedback to identify trends, opportunities ...
Client Success Coordinator
OR · Remote
Support client onboarding by setting expectations, establishing timelines, and aligning goals across stakeholders. * Analyze campaign performance and client feedback to identify trends, opportunities ...
OR · On-site
Partner with custodians to align on the pace and sequencing of new client onboarding onto custodial platforms * Coordinate go-to-market rollouts for new Vestmark clients being brought onto a ...
OR · On-site
Partner with custodians to align on the pace and sequencing of new client onboarding onto custodial platforms * Coordinate go-to-market rollouts for new Vestmark clients being brought onto a ...
Client Onboarding information
See Oregon salary details
$15.76 - $19.48
4% of jobs
$19.48 - $23.20
11% of jobs
$23.20 - $26.92
5% of jobs
$27.65 is the 25th percentile. Wages below this are outliers.
$26.92 - $30.64
25% of jobs
The median wage is $31.43 / hr.
$30.64 - $34.36
22% of jobs
$36.43 is the 75th percentile. Wages above this are outliers.
$34.36 - $38.08
14% of jobs
$38.08 - $41.80
8% of jobs
$41.80 - $45.52
2% of jobs
$45.52 - $49.24
0% of jobs
$49.24 - $52.96
5% of jobs
$52.96 - $56.68
3% of jobs
$15
$33
$56
How much do client onboarding jobs pay per hour?
How to become a client onboarding specialist?
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.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 4 days ago
U.S. Bank rating
8.2
Based on 360 frontline employees who took The Breakroom Quiz
51st of 171 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 Cross-Payments Onboarding Team. This role is responsible for leading and coordinating project-based onboarding initiatives for new and existing Payments Merchant & Institutional (PMI) clients.
The Cross-Payments Onboarding Team is responsible for providing seamless project-based onboarding experience for new PMI clients and expanding existing client relationships with new payments services which include a combination of treasury, card, and merchant service offerings. 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 payments services with direct impact on PMI ensuring 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 PMI 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 team, internal partners and servicing peers to identify areas of improvement
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Eight to ten years of experience in project management activities
Preferred Skills/Experience
- PMP Certification required.
- Eight or more years of experience within Commercial Payments, including Treasury Management and/or card-based payment solutions.
- Working knowledge of merchant services products, platforms, and client-facing solutions.
- Advanced knowledge of Treasury, Card, and Merchant solutions
- Strong project management skills and expertise.
- 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 commercial 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: $105,400.00 - $124,000.00U.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
Sourced by ZipRecruiter
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