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 ...
Client Onboarding Specialist
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 ...
Client Onboarding Specialist
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 ...
Client Onboarding Associate
Austin, TX · On-site
Client Interaction: Serve as the primary point of contact for all new clients during the onboarding phase. Communicate regularly to gather necessary documentation, verify information, and address ...
New
Client Onboarding Associate
Austin, TX · On-site
Client Interaction: Serve as the primary point of contact for all new clients during the onboarding phase. Communicate regularly to gather necessary documentation, verify information, and address ...
New
Client Onboarding Project Manager
Austin, TX · On-site +1
$59K - $116K/yr
Overview We're looking for a Client Onboarding Project Manager to support client accounts with clear communication, strong planning, and day-to-day project delivery. You'll manage onboarding projects ...
Client Onboarding Project Manager
Austin, TX · On-site +1
$59K - $116K/yr
Overview We're looking for a Client Onboarding Project Manager to support client accounts with clear communication, strong planning, and day-to-day project delivery. You'll manage onboarding projects ...
Overview We're looking for a Client Onboarding Project Manager to support client accounts with clear communication, strong planning, and day-to-day project delivery. You'll manage onboarding projects ...
Overview We're looking for a Client Onboarding Project Manager to support client accounts with clear communication, strong planning, and day-to-day project delivery. You'll manage onboarding projects ...
As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible. If you are interested ...
As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible. If you are interested ...
As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible. If you are interested ...
Quick apply
As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible. If you are interested ...
As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible. If you are interested ...
As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible. If you are interested ...
Director, Client Delivery
Austin, TX · On-site
$210K/yr
The Director will drive the overall onboarding strategy, lead a dedicated team of onboarding specialists, and own the client transition experience to Apex's platform and services. This senior leader ...
Director, Client Delivery
Austin, TX · On-site
$210K/yr
The Director will drive the overall onboarding strategy, lead a dedicated team of onboarding specialists, and own the client transition experience to Apex's platform and services. This senior leader ...
Sr Client Delivery Analyst
Austin, TX · Hybrid
$87K - $115K/yr
Lead the onboarding process for fintech firms, educating and answering their questions ... client. Education and Experience: * Bachelor's degree in business administration, finance, or a ...
Sr Client Delivery Analyst
Austin, TX · Hybrid
$87K - $115K/yr
Lead the onboarding process for fintech firms, educating and answering their questions ... client. Education and Experience: * Bachelor's degree in business administration, finance, or a ...
VP of Operations & Client Services
Austin, TX · On-site
$120 - $160/hr
Client Experience, Onboarding & Retention * Own the overall client experience from onboarding through ongoing service delivery. * Develop and implement strategies that improve client satisfaction ...
VP of Operations & Client Services
Austin, TX · On-site
$120 - $160/hr
Client Experience, Onboarding & Retention * Own the overall client experience from onboarding through ongoing service delivery. * Develop and implement strategies that improve client satisfaction ...
VP of Operations & Client Services
Austin, TX · On-site
$130 - $180/hr
Client Experience, Onboarding & Retention * Own the overall client experience from onboarding through ongoing service delivery. * Develop and implement strategies that improve client satisfaction ...
VP of Operations & Client Services
Austin, TX · On-site
$130 - $180/hr
Client Experience, Onboarding & Retention * Own the overall client experience from onboarding through ongoing service delivery. * Develop and implement strategies that improve client satisfaction ...
We're looking for an Onboarding Specialist to join our growing Client Success team. Do you love helping others succeed? Are you hyper-organized, project-oriented, and energized by juggling multiple ...
We're looking for an Onboarding Specialist to join our growing Client Success team. Do you love helping others succeed? Are you hyper-organized, project-oriented, and energized by juggling multiple ...
... onboarding, reporting and administrative services. Responsibilities: * Effectively complete day-to-day responsibilities and tasks largely based on direction and support received from others.
New
... onboarding, reporting and administrative services. Responsibilities: * Effectively complete day-to-day responsibilities and tasks largely based on direction and support received from others.
New
Onboarding Specialist - Austin (hybrid)
Austin, TX · Hybrid
$65K/yr
We're looking for an Onboarding Specialist to join our growing Client Success team. Do you love helping others succeed? Are you hyper-organized, project-oriented, and energized by juggling multiple ...
Quick apply
Onboarding Specialist - Austin (hybrid)
Austin, TX · Hybrid
$65K/yr
We're looking for an Onboarding Specialist to join our growing Client Success team. Do you love helping others succeed? Are you hyper-organized, project-oriented, and energized by juggling multiple ...
We're looking for an Onboarding Specialist to join our growing Client Success team. Do you love helping others succeed? Are you hyper-organized, project-oriented, and energized by juggling multiple ...
We're looking for an Onboarding Specialist to join our growing Client Success team. Do you love helping others succeed? Are you hyper-organized, project-oriented, and energized by juggling multiple ...
TPA Services Manager
$80K - $100K/yr
Manage assigned operational projects such as process improvement initiatives, system upgrades, or client onboarding support. * Develop project task lists, coordinate team participation, and track ...
TPA Services Manager
$80K - $100K/yr
Manage assigned operational projects such as process improvement initiatives, system upgrades, or client onboarding support. * Develop project task lists, coordinate team participation, and track ...
TPA Services Manager
Austin, TX · On-site
Manage assigned operational projects such as process improvement initiatives, system upgrades, or client onboarding support. * Develop project task lists, coordinate team participation, and track ...
TPA Services Manager
Austin, TX · On-site
Manage assigned operational projects such as process improvement initiatives, system upgrades, or client onboarding support. * Develop project task lists, coordinate team participation, and track ...
Client Success Manager
Austin, TX · Remote
$75K - $80K/yr
Lead the client onboarding process, ensuring smooth implementation and timely program launches. * Maintain accurate and up-to-date client information, correspondence, and activity records within the ...
Client Success Manager
Austin, TX · Remote
$75K - $80K/yr
Lead the client onboarding process, ensuring smooth implementation and timely program launches. * Maintain accurate and up-to-date client information, correspondence, and activity records within the ...
Own the end-to-end management of the high-net-worth client case pipeline, ensuring every case has a documented status, clear next steps, and timely progression from onboarding through completion.
Own the end-to-end management of the high-net-worth client case pipeline, ensuring every case has a documented status, clear next steps, and timely progression from onboarding through completion.
Client Onboarding information
See Austin, TX salary details
$14.87 - $18.38
4% of jobs
$18.38 - $21.89
11% of jobs
$21.89 - $25.40
5% of jobs
$26.09 is the 25th percentile. Wages below this are outliers.
$25.40 - $28.91
25% of jobs
The median wage is $29.66 / hr.
$28.91 - $32.42
22% of jobs
$34.38 is the 75th percentile. Wages above this are outliers.
$32.42 - $35.93
14% of jobs
$35.93 - $39.44
8% of jobs
$39.44 - $42.95
2% of jobs
$42.95 - $46.46
0% of jobs
$46.46 - $49.97
5% of jobs
$49.97 - $53.48
3% of jobs
$14
$31
$53
How much do client onboarding jobs pay per hour?
As of Sep 3, 2026, the average hourly pay for client onboarding in Austin, TX is $31.95, according to ZipRecruiter salary data. Most workers in this role earn between $25.91 and $34.76 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 Austin, TX?
The most popular types of Client Onboarding jobs in Austin, TX are:
What are popular job titles related to Client Onboarding jobs in Austin, TX?
For Client Onboarding jobs in Austin, TX, the most frequently searched job titles are:
What job categories do people searching Client Onboarding jobs in Austin, TX look for?
The top searched job categories for Client Onboarding jobs in Austin, TX are:
What cities near Austin, TX are hiring for Client Onboarding jobs?
Cities near Austin, TX with the most Client Onboarding job openings:
Full-time
Medical, Dental, Vision, Life, Retirement
Posted 20 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:
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.
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.