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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 ...

Alliance HCM

Client Onboarding Trainer

Shenandoah, TX · On-site

Alliance HCM is pleased to announce an opening for a full-time Client Onboarding Trainer in Shenandoah, TX. This is an excellent opportunity to join a reputable organization dedicated to delivering ...

Kastle Systems

Manager, Client Onboarding

Houston, TX · On-site

Overview Manager, Client Onboarding At Kastle, the Client Onboarding team is the bridge between a signed contract and a fully secure system. The team makes sure every new installation is configured ...

Kastle Systems

Manager, Client Onboarding

Houston, TX · On-site

Overview Manager, Client Onboarding At Kastle, the Client Onboarding team is the bridge between a signed contract and a fully secure system. The team makes sure every new installation is configured ...

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 ...

Novatech Inc.

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 ...

Novatech Inc.

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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Client Onboarding information

See Texas salary details

$13

$29

$49

How much do client onboarding jobs pay per hour?

As of Aug 18, 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 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $62,058 per year, or $29.8 per hour.

Client Onboarding Specialist

HUB

Austin, TX • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago

Job description

About Us:HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
About HUB Retirement & Private Wealth (RPW):We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
Job Purpose: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, and entrepreneurial -capable of building and maintaining their own processes and tools. This role requires deep expertise in retirement plan compliance and legal requirements, strong communication and organizational skills, and the ability to stay current on legislative and regulatory changes.Key Responsibilities:

Manage all aspects of the onboarding process and successful transition of new retirement plans to the platform.

Coordinate with Financial Advisors, Plan Sponsors, prior recordkeepers, and Third Party Administrators to

establish conversion timelines, key action items, and delivery dates; communicate project status to internal

and external stakeholders.

Collaborate cross-functionally to ensure the team delivers against Service Level Agreements.

Mentor and support junior team members.

Manage deadlines and caseload effectively to meet or exceed departmental service goals and partner-specific

service levels for quality and timeliness.

Respond to internal and external customer inquiries via phone and written correspondence.

Develop familiarity with various Plan Document types; learn to amend, restate, and prepare client notices.


Required Qualification

Bachelor's degree or equivalent work experience.

Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word.

Demonstrated aptitude for rapid learning, creating, and iterating.

High attention to detail, strong analytical thinking, and excellent organizational skills.

Proven track record of sound judgment and proactive problem-solving.


Preferred experience:

Minimum of 2 years of experience in the retirement plan industry.

General knowledge of ERISA rules and requirements, including non-ERISA and governmental plan rules;

experience with compliance/recordkeeping systems (e.g., SunGard Relius, ASC, FIS).

Qualified 401(k) Administrator (QKA) credential or higher ASPPA designation.

Subject matter knowledge of retirement plan design and conversion processes from point of sale through

release of conversion data.

Experience with retirement plan documents (FIS and ASCi).

Computer literacy with recordkeeping and trust systems (FIS Relius); experience with plan reconciliations.

Working knowledge of ERISA, DOL, and IRS regulations; familiarity with individually designed and prototype

plan documents.

Working knowledge of non-ERISA/governmental plans is a plus.


Featured Benefits:

  • Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
  • Hybrid schedule Monday-Friday (8am-5pm) 2 weeks vacation, sick leave, personal days, and floating holidays
  • Gold's Gym discount.
Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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