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Client Onboarding Jobs in Wisconsin (NOW HIRING)

Robert Half

Administrative Support V

Sun Prairie, WI · On-site

This Long-term Contract position combines executive support, operational coordination, and client onboarding activities, making it ideal for someone who is highly organized, discreet, and comfortable ...

Baird

Client Specialist

Madison, WI · On-site

You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

Baird

Client Specialist

Wausau, WI · On-site

You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

Robert W Baird & Co

Client Specialist

Wausau, WI

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline,assistingwith proposal generation, preparing new account paperwork, opening accounts ...

Robert W Baird & Co

Client Specialist

Madison, WI · On-site

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...

Baird

Client Specialist

Madison, WI · On-site

You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

Robert W Baird & Co

Client Specialist

Wausau, WI · On-site

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...

Robert W Baird & Co

Client Specialist

Madison, WI

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...

Drake and Associates

Client Service Specialist

Waukesha, WI · On-site

$17 - $22.50/hr

Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with appointment preparation and follow-up activities. * Maintain accurate client records and documentation ...

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Client Onboarding information

See Wisconsin salary details

$15

$32

$54

How much do client onboarding jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for client onboarding in Wisconsin is $32.32, according to ZipRecruiter salary data. Most workers in this role earn between $26.20 and $35.19 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 Wisconsin? The most popular types of Client Onboarding jobs in Wisconsin are:
What are popular job titles related to Client Onboarding jobs in Wisconsin? For Client Onboarding jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Client Onboarding jobs in Wisconsin look for? The top searched job categories for Client Onboarding jobs in Wisconsin are:
Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in Wisconsin as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 17% Part Time, and 6% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $67,233 per year, or $32.3 per hour.
Treasury Client Onboarding Project Manager

Treasury Client Onboarding Project Manager

US Bank

Brookfield, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

U.S. Bank rating

8.2

Company rating: 8.2 out of 10

Based on 359 frontline employees who took The Breakroom Quiz

52nd of 170 rated banks

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

We are seeking a dynamic and client-focused Project Manager to join our Treasury Client Onboarding Team. This role is responsible for leading and coordinating project-based onboarding initiatives for new and existing Treasury Management clients.

The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new treasury services. The Project Manager role participates in the identification, design, development and implementation of assigned projects and will be the point of contact collaborating with internal and external partners to ensure successful and timely completion of projects. Responsible for guiding project teams through assigned initiatives and holding individuals accountable to deliverables and timelines.

Essential Functions
- Oversee all client and internal partner initiatives for new clients or existing clients, adding new treasury services with direct impact on Treasury Client Onboarding and Servicing (TCOS); ensure project deliverables are met, on time.
- Coordinate, facilitate and participate in client meetings related to assigned projects and initiatives.
- Lead and manage end-to-end onboarding projects for Treasury Management clients, ensuring timely and successful implementation of solutions.
- Monitor project progress, manage risks, and resolve issues to ensure successful outcomes with the use of project plans as needed.
- Solicit ongoing feedback from client, Relationship Manager, internal partners and servicing peers to identify areas of improvement.

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically five to eight years of related experience

Preferred Skills/Experience
- Knowledge of Treasury Management or related financial services.
- Strong project management skills and expertise.
- Project management experience.
- Proficiency in Microsoft Office Suite.
- Strong communication, problem-solving, and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent verbal and written communication skills.
- Strong executive presence, confidence partnering with a variety of levels within the organization.
- Demonstrated leadership and the ability to influence without authority.
- Background managing or servicing business clients, with an emphasis on an elevated client experience.
- Strong analytical and data interpretation skills.

Location expectations
This role requires working from a U.S. Bank location three (3) or more days per week.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,515.00 - $95,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

What U.S. Bank employees say

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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

Social media

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