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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 ...

Photon

Java Full Stack Developer

Durham, NC · On-site

$47.50 - $61.50/hr

We are looking for a Senior Full Stack Developer with a strong, backend-heavy background to lead the development, validation, and maintenance of critical system integration and client onboarding ...

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$14

$31

$52

How much do client onboarding jobs pay per hour?

As of Jun 10, 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.

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 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:
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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.
Senior Client Specialist

Senior Client Specialist

Baird

Raleigh, NC • On-site

Full-time

Posted 18 days ago

Baird rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

About the Role:
As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. 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 identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment.
Check out this video to learn more about the day in the life of our Senior Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
  • May schedule client appointments and/or conference room for appointments.
  • Assemble/generate materials including paperwork and reports for client meetings.
  • Understand and ensure business adherence with firm and financial industry regulatory policies
  • May manage FA and Team's social media presence (website, LinkedIn, X etc.).
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
  • Seek ways to enhance FA(s) business effectiveness and marketability.
  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

What You'll Bring to Baird:
  • 5+ years of prior industry work experience
  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms
  • Excellent verbal and written communication skills
  • Detail oriented with an emphasis on accuracy
  • Critical thinking and proactive problem solving skills
  • Good analytical skills with ability to perform semi-advanced math
  • Understanding of compliance regulations including the client complaint process and correspondence policies
  • Bachelor's degree preferred, not required.

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