Dallas, TX · On-site
$23/hr
Client Onboarding Analyst Location: Dallas, TX Pay Rate: $23.00/hour Position Overview Goldman Sachs is seeking a Client Onboarding Analyst to support its Private Wealth Management (PWM) Client ...
Dallas, TX · On-site
$23/hr
Client Onboarding Analyst Location: Dallas, TX Pay Rate: $23.00/hour Position Overview Goldman Sachs is seeking a Client Onboarding Analyst to support its Private Wealth Management (PWM) Client ...
Dallas, TX · On-site
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 ...
Dallas, TX · On-site
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 ...
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 ...
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 ...
Austin, TX · On-site
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 ...
Austin, TX · On-site
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
As a Client Onboarding Implementation Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client ...
As a Client Onboarding Implementation Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client ...
As a Client Onboarding Implementation Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client ...
As a Client Onboarding Implementation Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client ...
As a Client Onboarding Implementation Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client ...
As a Client Onboarding Implementation Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client ...
Dallas, TX · On-site
In addition, this individual is responsible for ensuring onboarding deliverables are consistent with client requirements, issues are identified and resolved in a timely manner, and client ...
Dallas, TX · On-site
In addition, this individual is responsible for ensuring onboarding deliverables are consistent with client requirements, issues are identified and resolved in a timely manner, and client ...
El Paso, TX · Remote
$28 - $30/hr
Every client is different. Every engagement presents a new challenge. Your work lays the financial foundation that allows every client relationship to succeed long after the onboarding process is ...
Quick apply
El Paso, TX · Remote
$28 - $30/hr
Every client is different. Every engagement presents a new challenge. Your work lays the financial foundation that allows every client relationship to succeed long after the onboarding process is ...
$13.89 - $17.16
4% of jobs
$17.16 - $20.44
11% of jobs
$20.44 - $23.72
5% of jobs
$24.37 is the 25th percentile. Wages below this are outliers.
$23.72 - $27
25% of jobs
The median wage is $27.70 / hr.
$27 - $30.27
22% of jobs
$32.10 is the 75th percentile. Wages above this are outliers.
$30.27 - $33.55
14% of jobs
$33.55 - $36.83
8% of jobs
$36.83 - $40.11
2% of jobs
$40.11 - $43.39
0% of jobs
$43.39 - $46.66
5% of jobs
$46.66 - $49.94
3% of jobs
$13
$29
$49
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.
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.
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.
The most popular types of Client Onboarding jobs in Texas are:
For Client Onboarding jobs in Texas, the most frequently searched job titles are:
The top searched job categories for Client Onboarding jobs in Texas are:
Cities in Texas with the most Client Onboarding job openings:
Dallas, TX • On-site
$23/hr
Full-time
Posted 4 days ago
Job Description Client Onboarding Analyst Location: Dallas, TX Pay Rate: $23.00/hour Position Overview Goldman Sachs is seeking a Client Onboarding Analyst to support its Private Wealth Management (PWM) Client Identification Program. This role is responsible for reviewing client documentation and ensuring new and existing accounts meet Client Identification Program (CIP), Anti-Money Laundering (AML), regulatory, country-specific, and internal control requirements. The Analyst will work closely with Private Wealth Management Sales and Financial Crime Compliance (FCC) teams to complete client onboarding and annual review activities while balancing regulatory requirements with business and client needs
Key Responsibilities Review and validate documentation for new and existing Private Wealth Management clients. Ensure client documentation satisfies CIP, AML, regulatory, country-specific, and internal policy requirements. Compile documentation packages for appropriate review, approval, and sign-off.
Complete annual client reviews accurately and within established procedures. Analyze client information, identify missing or inconsistent documentation, and take appropriate steps to resolve outstanding items. Learn and apply country-specific Client Identification Program requirements to daily onboarding activities.
Serve as a liaison between Financial Crime Compliance (FCC) and Private Wealth Management Sales teams. Manage client and internal stakeholder expectations throughout the onboarding and review process. Escalate documentation, regulatory, or compliance issues when appropriate.
Maintain a high level of accuracy while managing multiple cases and competing priorities. Develop an understanding of the PWM business while ensuring Goldman Sachs CIP standards and internal controls are consistently met. Required Qualifications Bachelor's degree required.
1+ years of financial services experience, preferably within: AML / Anti-Money Laundering Client Onboarding CIP / Client Identification Program KYC / Know Your Customer Compliance Regulatory Operations Experience reviewing client documentation and working within established policies and procedures. Proficiency with Microsoft Office, including Word and Excel, and web-based applications. Strong organizational and time-management skills.
Ability to multitask, prioritize, and manage multiple client cases. Strong analytical judgment and problem-resolution skills. Experience managing client or stakeholder expectations.
Excellent written and verbal communication skills.
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Professional, scientific, and technical services
201 - 500 Employees
Sparta, NJ, US
