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Client Onboarding Jobs in Texas (NOW HIRING)

HUB

Client Onboarding Specialist

Austin, TX · Hybrid

The Client Onboarding Specialist leads new retirement plan onboarding and supports compliance tasks, serving as a primary client-facing contact. The ideal candidate is highly analytical, personable ...

NovaTech

Client Onboarding Associate

Irving, TX · On-site

Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing ...

Scotiabank

Associate, US Client Onboarding

Dallas, TX · On-site

$80 - $100/hr

Purpose Assists in the onboarding of new client relationships, working with the business lines and clients. Includes US KYC / AML, FINRA, BSA, SEC, FATCA and other regulations impacting the US ...

Novatech.net

Client Onboarding Associate

Irving, TX · On-site

As we grow nationwide, we have a great opportunity for a Client Onboarding Associate. In this role, we are looking for client-focused, technically minded professionals that can be described as ...

Novatech.net

Client Onboarding Associate

Irving, TX · On-site

As we grow nationwide, we have a great opportunity for a Client Onboarding Associate. In this role, we are looking for client-focused, technically minded professionals that can be described as ...

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$13

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How much do client onboarding jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for client onboarding in Texas is $29.84, according to ZipRecruiter salary data. Most workers in this role earn between $24.18 and $32.45 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 Texas?

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

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

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

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

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

What cities in Texas are hiring for Client Onboarding jobs?

Cities in Texas with the most Client Onboarding job openings:

Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in Texas as of August 2026, with employment types broken down into 84% Full Time, 9% Part Time, 6% Contract, and 1% Nights. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $62,058 per year, or $29.8 per hour.

Client Onboarding Specialist

Dallas, TX • On-site

Allworth Financial
See more jobs at Allworth Financialexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY:
The CRP Sales Team works to promote Allworth Financial's advice and product solutions to prospective clients referred by our custodial partners. The Onboarding Specialist specifically supports the Sales Team in all aspects of the new client onboarding process. They serve as a key liaison between the team, our new clients, and custodial partners while providing a superior onboarding experience, seamlessly delivering new account documents in a timely fashion and providing guidnace to appropriate stakeholders during the transfer and funding process.
The Onboarding Specialist is responsible for: (1) Coordinating with all internal and external parties to ensure timely delivery and completion of onboarding documents; (2) Overseeing the prompt funding of all incoming financial accounts; and (3) Maintaining superior knowledge of program-specific rules and systems to help serve as a knowledge base to the sales field and clients regarding nuances.
The Onboarding Specialist is a critical team player who helps provide the high-touch experience and excellent service delivery Allworth Clients expect.
DUTIES AND RESPONSIBILITIES:
  1. New referral client onboarding (50%):
    • Provide superior customer service and ongoing support to seamlessly onboard new referral clients to Allworth
    • Prepare onboarding paperwork packets, including new account documents, for incoming clients
    • Ensure expedient delivery and timely completion of new account documents
    • Coordinate the opening and funding of investment accounts, which may consist of individual, organization retirement, and/or trust accounts
    • Enter all pertinent new client account information and onboarding notes in CRM
    • Adhere to best-in-class response and turnaround times throughout the new client onboarding process

  1. External & internal relationship management (30%)
    • Deliver an exceptional onboarding experience to all incoming referral clients
    • Actively build personal relationships with clients, advisors, sales reps, referral partners, and all external parties involved in the onboarding process
    • Partner with sales representatives and advisor teams to achieve best-in-class service execution
    • Remove any roadblocks for clients and focus on ease of doing business
    • Customize exceptional service to each incoming client and demonstrate ownership, with timely completion, of their requests

  1. Sales Team support (20%)
    • Help to build out the necessary processes and system requirements to facilitate a seamless central client services experience for referral program clients
    • Support implementing enhancements and changes to CRM, and other internal systems, as necessary
    • Serve as the ultimate advocate and knowledge base for program priorities and initiatives

EXPERIENCE AND QUALIFICATIONS:
  • College degree in finance, business or related
  • 3+ years of client service support, sales support, or related RIA/wealth management or financial services industry experience
  • Specialization in SMA's (Separately Managed Accounts) & Alternatives required
  • Working knowledge of Salesforce or a similar CRM a plus
  • Superior organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Independently motivated with the ability to work across multiple teams
  • Well-suited for a fast-paced environment with shifting priorities and goals
  • Strong ethics and integrity with a commitment to maintaining confidentiality
  • Emotionally intelligent and a natural relationship builder
  • Must be in good compliance standing with all rules, regulations and policies

*The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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