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Client Onboarding Jobs in Virginia (NOW HIRING)

Oryx Software Inc

Onboarding Manager

Mclean, VA

$65K - $75K/yr

The Onboarding Manager ensures new dental practices achieve rapid, confident adoption of Oryx ... Experience in client-facing roles, preferably in dental, medical, or healthcare related field

Solid Rock Recruiting LLC

Tax Manager

Fairfax, VA · Hybrid

$120K - $165K/yr

Lead, mentor, and develop team members through review and training * Assist partners with business development, client onboarding, and workflow efficiency Qualifications * Active CPA license ...

Layer 9 IT

Support Technician (Onsite)

Richmond, VA · On-site

$21 - $29/hr

... Assist with client onboarding/offboarding and ensure clean transitions. • Contribute to process improvements and internal knowledge base updates. Qualifications : Required : • 3+ years in ...

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Client Onboarding information

See Virginia salary details

$14

$31

$53

How much do client onboarding jobs pay per hour?

As of Jul 20, 2026, the average hourly pay for client onboarding in Virginia is $31.75, according to ZipRecruiter salary data. Most workers in this role earn between $25.72 and $34.57 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 Virginia? The most popular types of Client Onboarding jobs in Virginia are:
What are popular job titles related to Client Onboarding jobs in Virginia? For Client Onboarding jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Client Onboarding jobs in Virginia look for? The top searched job categories for Client Onboarding jobs in Virginia are:
Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in Virginia as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $66,039 per year, or $31.7 per hour.
Client Service Associate

Client Service Associate

Wealth Enhancement Group

Richmond, VA • On-site

$22 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Richmond, VA office has an exciting opportunity for a Client Service Associate! This role is instrumental in driving a culture of exceptional service across the team, delivering outstanding support to clients, external partners, and internal advisors. The Client Service Associate will play a key part in managing multiple priorities, supporting team operations, and fostering collaborative problem solving with opportunities for future growth and leadership.
This role is an On-site position, with an expected start date after September 1st, 2026.
In the spirit of pay transparency, we are excited to share the hourly rate for this position is $22.00 to $26.00 per hour, depending on experience.
Primary Job Functions
New Client Onboarding
  • Ensure accurate completion of prospect and new client paperwork and setup.
  • Follow up on funds transfers from surrendering companies.
  • Maintain client records and update the CRM database, including data input, filing, and copies.
  • Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors.
  • Record incoming assets in the appropriate blotting tool.

Client Relationship Management
  • Communicate with clients to understand their personal history and current financial needs.
  • Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs).
  • Respond to client requests, determine needed actions, coordinate with advisors or resolve issues as appropriate, including death claim processing.
  • Collaborate with clients' tax or legal counsel to address client concerns.

Client Review Preparation and Follow-Up
  • Gather client data and prepare materials for client meetings and reviews.
  • Conduct tax research (e.g., 1099s).
  • Complete follow-up actions arising from client reviews.

Industry, Product, and Company Knowledge
  • Demonstrate proficiency with WEG Suitability Guidelines, operational processes, and the sales model.
  • Understand financial terminology and investment products.
  • Apply working knowledge of annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.
  • Attend client services and company educational events as well as vendor presentations.

Team and Corporate Support
  • Assist advisor team operations to streamline processes.
  • Support operational projects to enhance and implement changes.
  • Communicate process and sales updates to the team.
  • Mentor and train Client Service Associates.
  • Manage vendors to align with Service Level Agreements.
  • All other duties as assigned.

Education/Qualifications
  • Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
  • Customer service training, knowledge, or experience
  • Ability and interest to learn financial concepts and products
  • Ability to work with deadlines, be flexible under pressure, and prioritize work
  • Ability to work as a team member
  • Ability to learn WEG's sales model, WEG/LPL processes and procedures, and financial product features
  • Ability to learn the client review process and how reviews are completed
  • Strong attention to detail
  • Superior verbal and written communication skills
  • Proficiency with Microsoft Office Suite or related software
  • Familiarity with Salesforce and Support Org functionality
  • Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $42,500 - $63,750. However, the base salary range bolded above ($22.00 to $26.00 per hour) is what we expect to pay as a starting range for this position.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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