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Client Onboarding Jobs in Raleigh, NC (NOW HIRING)

Baird

Senior Client Specialist

Raleigh, NC · On-site

This role goes beyond daily operations-leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by ...

The Fidelity Bank

Client Service Associate

Cary, NC

$14.75 - $20.50/hr

This role is critical to delivering a consistent, professional client experience by supporting onboarding, account servicing, meeting preparation, documentation follow-through, and day-to-day client ...

Fidelity Bank

Client Service Associate

Cary, NC

$14.75 - $20.50/hr

This role is critical to delivering a consistent, professional client experience by supporting onboarding, account servicing, meeting preparation, documentation follow-through, and day-to-day client ...

Solid Rock Recruiting LLC

Tax Manager

Raleigh, NC · 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 ...

Solid Rock Recruiting LLC

Tax Manager

Durham, NC · 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 ...

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Client Onboarding information

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$14

$31

$52

How much do client onboarding jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for client onboarding in Raleigh, NC is $31.13, according to ZipRecruiter salary data. Most workers in this role earn between $25.24 and $33.89 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, training, and establishing communication channels to ensure a smooth start. Effective onboarding helps build strong client relationships and ensures service delivery aligns with client needs.

What are the 5 C's of onboarding?

The 5 C's of onboarding typically refer to Compliance, Clarification, Culture, Connection, and Confidence. These elements help ensure new employees understand company policies, their role, and feel integrated into the team, which is essential for effective onboarding in client onboarding roles. Focusing on these areas can improve retention and performance during the onboarding process.

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 and complete necessary documentation. It requires strong communication skills, attention to detail, and familiarity with customer relationship management (CRM) tools. The role aims to establish a positive initial experience and facilitate smooth integration into the company's offerings.

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 Raleigh, NC? The most popular types of Client Onboarding jobs in Raleigh, NC are:
What are popular job titles related to Client Onboarding jobs in Raleigh, NC? For Client Onboarding jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Client Onboarding jobs in Raleigh, NC look for? The top searched job categories for Client Onboarding jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Onboarding jobs? Cities near Raleigh, NC with the most Client Onboarding job openings:
Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in Raleigh, NC as of June 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Hybrid job distribution, with an average salary of $64,750 per year, or $31.1 per hour.
Client Onboarding Specialist

Client Onboarding Specialist

UBS - Experienced professionals - job boards

Raleigh, NC

Other

Posted 3 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

11th of 141 rated banks

Job description

Are you a detail-oriented problem solver who thrives in a fast-paced, client-focused environment.
As a Client Onboarding Specialist, you will support Global Banking by executing the client onboarding process for clients involved in capital markets and corporate financing transactions. This includes completing the required Know Your Customer (KYC), regulatory, and tax onboarding requirements, and working with clients and internal stakeholders to gather, review, and validate the necessary information.

Your work ensures clients are fully onboarded into our platform ahead of deal execution, and that all AML and regulatory obligations are satisfied in a timely and compliant manner.
Your day-to-day responsibilities will include:
Owning the end-to-end request intake process - monitoring the shared inbox, triaging new onboarding requests, and conducting open-source research on clients and transactions to determine onboarding requirements
Conducting initial outreach to client counsel and internal business stakeholders to gather required documentation and information
Maintaining accurate and up-to-date client and transaction records in the case workflow tool to ensure full pipeline visibility and organized case tracking
Coordinating with client counsel and internal Global Banking deal teams throughout the onboarding lifecycle to obtain outstanding documentation and drive cases to completion
Keeping cases current in the workflow tool as they progress, reflecting changes to deal timelines, outreach status, and case stage to support accurate reporting and team awareness
Proactively communicating with deal teams to align on transaction scope or timeline changes, providing clear and timely onboarding progress updates
Performing screening on clients and related parties, reviewing adverse media, and escalating matters to Financial Crime Prevention when required
Preparing complete onboarding files, addressing feedback from the Quality Assurance team, and ensuring all documentation and data capture meet internal standards
Acting as a single point of contact for the deal teams to ensure the client onboarding process is completed ahead of transaction timelines

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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