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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

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 · On-site

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

Extension inc

Administrative Assistant

Madison, WI · On-site

$17.75 - $23.75/hr

Established organization with nationwide reach seeking an two Administrative Assistants to support client onboarding, document management, and administrative operations.

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 ...

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

Janesville, 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 ...

Drake and Associates

Client Service Specialist

Waukesha, WI

$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 ...

Robert W Baird & Co

Client Specialist

Madison, WI

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

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 ...

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All JobsClient Onboarding JobsClient Onboarding Jobs in Wisconsin

Client Onboarding information

See Wisconsin salary details

$15

$32

$54

How much do client onboarding jobs pay per hour?

As of Jul 20, 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, 81% Full Time, 13% Part Time, 1% Temporary, and 4% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $67,233 per year, or $32.3 per hour.

Managed Accounts Onboarding and Reporting Analyst

Allspring Global Investments Holdings, LLC

Milwaukee, WI • On-site

$60K - $70K/yr

Full-time

Re-posted 13 days ago

Job description

Overview
The Managed Accounts Onboarding and Reporting Analyst delivers daily operational assistance for the Managed Accounts business. They work closely with internal groups and external sponsors to guarantee accurate and timely onboarding, reporting, and account upkeep.
This role serves as a point of accountability for assigned cases, managing workflows end-to-end while resolving inquiries, raising risks, and supporting managed account AUM reporting. The analyst operates in a fast-paced environment and contributes to operational excellence by strengthening controls, improving efficiency, and enhancing the overall client experience.
We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.
Location(s): Milwaukee, WI, or Boston, MA
Responsibilities
  • Own assigned onboarding and account maintenance caseloads from initiation through completion, coordinating with cross-functional collaborators.
  • Keep accurate and detailed documentation of onboarding, maintenance, and reporting processes.
  • Identify and address discrepancies such as data mismatches, missing documentation, or sponsor-specific requirements.
  • Exercise independent judgment within established procedures to resolve routine issues or bring up matters that exceed defined risk, control, or policy thresholds. Clearly articulate issues, impact, and recommended next steps.
  • Serve as a liaison for internal business partners and external sponsors. Monitor shared inboxes and reply to questions about managed account onboarding, reporting, and ongoing account maintenance.
  • Prepare monthly AUM reports for managed accounts by gathering sponsor data from different delivery channels. Combine the inputs into consistent reports and analyze variances to detect and fix discrepancies.
  • Participate in ongoing reviews of onboarding, maintenance, and reporting workflows to see opportunities to simplify processes, strengthen controls, and raise operational efficiency.
  • Develop and maintain working knowledge of internal systems and platforms, including Archer and related tools, to support accurate processing and effective issue resolution.
  • Support special projects, documentation revisions, and process advancement activities as the Managed Accounts business progresses.

Qualifications
Required Qualifications
  • Strong critical-thinking skills with the ability to evaluate information, recognize issues, and pose insightful questions
  • High attention to detail with the ability to follow established processes while recognizing when exceptions or a blocking issue need to be addressed.
  • Ability to handle several priorities simultaneously, meet deadlines, and adjust in a fast-paced, evolving environment.
  • Effective written communication skills, including the ability to clearly document issues, explain discrepancies, and provide status updates to collaborators.
  • Cooperative, group-focused approach with the ability to work effectively across functions.
  • Demonstrated initiative, ownership, and problem-solving skills.
  • Remain in stationary position for prolonged periods of time
  • Operate computer programs and software
  • Ability to communicate effectively with audiences in person and in electronic formats
  • Day-to-day contact with others (co-workers and/or public)
  • Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Preferred Qualifications
  • Interest in operational excellence, including improving workflows, increasing efficiency, and strengthening preventive controls.
  • Capability to clearly express concerns, challenges, and suggested remedies to both colleagues and management.
  • Comfort working across multiple systems and data sources to validate information and resolve discrepancies.
  • Independent problem-solving approach with the ability to evaluate options and determine appropriate next steps.
  • Exposure to financial services, investment products, managed accounts, or operational workflows (professional or academic).
  • Positive, proactive attitude with a willingness to take ownership and see tasks through to completion.

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.
Compensation
Base Pay Range: $60,000 - $70,000
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)
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Disclosure
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status

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