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Client Onboarding Jobs in Oregon (NOW HIRING)

Keybank

Wealth Business Transition Specialist

Portland, OR · Hybrid

$25 - $38.46/hr

Provide administrative support to qualifying new Private Client Advisor's ("PCA's) in their client onboarding efforts * Provide operational training & support to new PCA's as they transition to KIS

New

LHH US

Onboarding Support Specialist

Portland, OR · Remote

$24 - $28/hr

The Onboarding Support Specialist serves as a key operations partner to candidates, clients, and ... Review and initiate pre-employment screenings in alignment with client agreements and operational ...

LHH US

Onboarding Support Specialist

Portland, OR · Remote

$24 - $28/hr

The Onboarding Support Specialist serves as a key operations partner to candidates, clients, and ... Review and initiate pre-employment screenings in alignment with client agreements and operational ...

TechnologyAdvice

Client Success Coordinator

OR · Remote

Lead client onboarding and present Campaign Reviews, translating results into business-level insights that drive strategic discussions. * Collaborate across internal teams to refine processes ...

Nichols Accounting

Tax Client Manager

Ontario, OR · On-site

$75K - $175K/yr

Manage client onboarding, billings, contracts, and engagement deadlines * Provide proactive solutions for tax planning, risk mitigation, and business consulting * Supervise, coach, and develop team ...

Nichols Accounting Group PC

Tax Client Manager

Ontario, OR · On-site

$75K - $175K/yr

Manage client onboarding, billings, contracts, and engagement deadlines * Provide proactive solutions for tax planning, risk mitigation, and business consulting * Supervise, coach, and develop team ...

MNCP Staffing

Inside Sales Representative

OR · Remote

$40K - $45K/yr

This position works closely with management and operations to ensure a seamless client onboarding experience and long-term customer success. Essential Duties & Responsibilities Prospecting & Lead ...

Enumerate

OR

Plan and execute onboarding process ... Gather necessary data from client * Create project timeline for implementation * Build database in ...

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Client Onboarding information

See Oregon salary details

$15

$33

$56

How much do client onboarding jobs pay per hour?

As of Jul 17, 2026, the average hourly pay for client onboarding in Oregon is $33.86, according to ZipRecruiter salary data. Most workers in this role earn between $27.45 and $36.88 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 is client onboarding?

Client onboarding is the process a client onboarding specialist or team uses to introduce new clients to a company's services, gather necessary information, and set expectations. It often involves completing paperwork, setting up accounts, and providing training or support to ensure a smooth transition. Effective onboarding helps build strong client relationships and ensures successful service delivery.

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?

A client onboarding job involves guiding new clients through the process of starting a service or account, ensuring they understand procedures, complete necessary documentation, and set up their accounts. It requires strong communication skills, attention to detail, and familiarity with customer relationship management (CRM) tools. The role aims to establish a positive relationship and smooth transition for the client.

What is the salary of client onboarding specialist in UBS?

The salary of a Client Onboarding Specialist at UBS typically ranges from $60,000 to $90,000 annually, depending on experience, location, and specific responsibilities. Compensation may also include bonuses and benefits aligned with industry standards for financial services roles.

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.

What are the most commonly searched types of Client Onboarding jobs in Oregon? The most popular types of Client Onboarding jobs in Oregon are:
What are popular job titles related to Client Onboarding jobs in Oregon? For Client Onboarding jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Client Onboarding jobs in Oregon look for? The top searched job categories for Client Onboarding jobs in Oregon are:
What cities in Oregon are hiring for Client Onboarding jobs? Cities in Oregon with the most Client Onboarding job openings:
Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in Oregon as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, 4% Contract, and 1% Nights. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $70,426 per year, or $33.9 per hour.
Senior Client Service Associate

Senior Client Service Associate

Coldstream Wealth Management

Portland, OR • Hybrid

$15.50 - $21.25/hr

Full-time

Re-posted 11 days ago

Job description

Providing exceptional service to our clients starts with investing in exceptional people!

If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other.

The Senior Client Service Associate Role

The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday).

Specific responsibilities include:

  • 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 required minimum distributions, reconcile account information
    • Send and receive documents to and from clients, their advisors, and investment custodians
    • Log all activities in the firm's CRM in a timely and accurate manner.
  • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
  • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
  • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors.
  • May perform calendaring functions with both internal teams and external clients, prospects and COIs.

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