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Client Onboarding Jobs in Raleigh, NC (NOW HIRING)

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Support client onboarding and account maintenance * Assist clients with digital tools and technology platforms * Prepare account documentation and service paperwork * Respond to client inquiries ...

O2 Fitness

Personal Trainer

Morrisville, NC · On-site

An established client onboarding and sales process * Ongoing coaching and mentorship * Room to grow into leadership or specialized coaching roles Equal Opportunity Employer This employer is required ...

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 ...

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 ...

AVE Staffing

Conflicts Specialist

Raleigh, NC · Hybrid

$60K - $80K/yr

Oversee the lifecycle of client onboarding, verifying that all ethical compliance requirements are satisfied before opening new files. * Systems Administration: Open, edit, close, and audit client ...

MDS Search

Senior Tax Manager

Raleigh, NC · On-site

$130K - $165K/yr

Collaborate with partners on practice development, workflow optimization, and prospective client onboarding. Qualifications * Experience: 8+ years of recent public accounting experience with ...

CREO

Senior Manager- MSP

Durham, NC · On-site

Drive new client onboarding processes and optimization * Design the client experience and develop Key Performance Indicators (KPIs) to measure client sentiment and satisfaction * Develop playbooks ...

CREO

Senior Manager- MSP

Durham, NC · On-site

Drive new client onboarding processes and optimization * Design the client experience and develop Key Performance Indicators (KPIs) to measure client sentiment and satisfaction * Develop playbooks ...

TriMark Digital

Digital Marketing Manager

Raleigh, NC · On-site

Support new client onboarding, case study development, and business development opportunities as needed. * Mentor and support Account Coordinators and Digital Strategists in growing their expertise.

TriMark Digital

Digital Marketing Manager

Raleigh, NC · On-site

Support new client onboarding, case study development, and business development opportunities as needed. * Mentor and support Account Coordinators and Digital Strategists in growing their expertise.

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Showing results 21-40

All JobsClient Onboarding JobsClient Onboarding Jobs in Raleigh, NC

Client Onboarding information

See Raleigh, NC salary details

$14

$31

$52

How much do client onboarding jobs pay per hour?

As of Sep 2, 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 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 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 August 2026, with employment types broken down into 88% Full Time, 7% Part Time, and 5% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $58,811 per year, or $28.3 per hour.

Client Service Associate

Ivy Way Placements

Raleigh, NC • On-site

$80K - $92K/yr

Full-time

PTO

Re-posted 13 days ago

Job description


Senior Client Service Associate
Raleigh-Durham-Chapel Hill, NC
Funny but True:
A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting, and save the day-all before their second cup of coffee.
Looking for More Than Just Another Job?
If your goal is to build a meaningful career-not just collect a paycheck-keep reading.
We're searching for an ambitious, meticulous professional who wants to grow their career within a thriving wealth management environment. Whether your long-term goal is becoming a CFP®, CFA®, Wealth Advisor, Financial Planner, Operations Leader, or a C-level executive within a well-established organization, this opportunity was designed with growth in mind.
This isn't the type of role where you're answering phones for years waiting for your opportunity. You'll work directly alongside the CEO, successful financial professionals, and high-net-worth clients. You'll gain exposure to client relationships, business operations, financial planning, and leadership while learning the business from the inside out.
We're looking for someone who naturally double-checks their work, enjoys helping people, thrives in a fast-paced environment, and takes pride in being the person everyone can count on.
Why This Opportunity Stands Out
You'll become a trusted resource for clients, advisors, and colleagues while gaining firsthand exposure to wealth management, financial planning, operations, and business leadership.
Even better? The firm actively supports employees who are committed to professional growth. If becoming a CFP®, CFA®, CIO, COO, or senior leader is part of your career vision, you'll have the opportunity to learn from experienced professionals who genuinely want to help you succeed.
What's In It For You?
Career Growth That Actually Means Something
  • Clear advancement opportunities
  • Direct exposure to financial planning, operations, leadership, and client management
  • Mentorship from experienced professionals
  • Support for obtaining industry licenses and professional designations
  • Long-term career path toward CFP®, CFA®, Wealth Advisor, Operations Leadership, or C-level positions
Compensation & Benefits
  • Starting salary of $80,000
  • Performance reviews every 60 days
  • Significant compensation growth based on performance
  • Bonus opportunities
  • Comprehensive benefits package
  • Paid time off and holidays
  • Professional development support
  • Licensing and certification assistance
  • Long-term advancement opportunities
What You'll Be Doing
You'll help deliver an exceptional client experience while supporting Financial Advisors and working directly under the CEO and Founder.
Client Support
  • Build and strengthen client relationships through exceptional service
  • Assist advisors with client communication and account servicing
  • Process money movement requests and account transactions
  • Support client onboarding and account maintenance
  • Assist clients with digital tools and technology platforms
  • Prepare account documentation and service paperwork
  • Respond to client inquiries regarding account information
  • Help advisors execute their client service model and business objectives
  • Maintain accurate client records and documentation
Administrative Support
  • Coordinate meetings and manage advisor calendars
  • Prepare materials for client meetings
  • Answer incoming calls and assist with service requests
  • Schedule follow-up appointments and client reviews
  • Manage documentation, scanning, filing, and general office support
  • Help keep daily operations running smoothly
What We're Looking For
  • 2+ years of financial services experience preferred
  • Extremely detail-oriented and highly organized
  • Series 7 and Series 66 licenses preferred, or willingness to obtain upon hire
  • Experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients
  • Exceptional client service and communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong work ethic and a proactive mindset
  • Ability to work independently and collaboratively
The Big Picture
We're looking for someone who wants to grow, contribute, learn, and build a career they can be proud of. This role offers an opportunity to work closely with leadership, gain meaningful industry experience, and accelerate your path toward becoming a CFP®, CFA®, Wealth Advisor, Operations Leader, CIO, COO, or other executive-level professional.
Ready to Join an Outstanding Team and Invest in Your Future?
Send your resume to:
t.washington@ivywayplacements.com
Let's start a conversation about where your career could go next.
We are an Equal Opportunity Employer and are committed to creating an inclusive environment for all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected characteristic protected by applicable federal, state, or local laws.

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