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Client Onboarding Jobs in Remote, OR (NOW HIRING)

Kestra Holdings

Sr. Onboarding Operations Specialist

OR · On-site +1

The Sr. Onboarding Operations Specialist plays a critical role in supporting new advisor firms as ... The position is ideal for someone who thrives in a client-facing environment, excels in operational ...

International Benefits Administrators

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Client Relationship Manager

OR · On-site

$80K - $85K/yr

Partner with the Implementation Manager during new client onboarding and significant plan changes to ensure relationship continuity, clear communication, and a successful transition to ongoing ...

Purple Rain

Inside Sales Rep

OR · On-site

... new client on boarding and maintain ongoing relationships - Source new sales opportunities through inbound lead follow-up, outbound cold calls & emails -Route qualified opportunities to the ...

Purple Rain

Inside Sales Rep

OR · Remote

... new client on boarding and maintain ongoing relationships - Source new sales opportunities through inbound lead follow-up, outbound cold calls & emails -Route qualified opportunities to the ...

H&R Block

Multi-Office Leader

Roseburg, OR · On-site

You'll lead and develop Tax Professionals and Client Service Professionals, coaching teams to ... supplies, recruiting, hiring, onboarding, and preparation for seasonal demand Required ...

ADN Healthcare

Travel CT Technologist

Coos Bay, OR · On-site

Travel Weekly rate listed is an estimate and can vary based on the applicant's home location, VMS Fees, and onboarding costs. Our Client is currently seeking CT Technologist for positions in Coos Bay ...

BOK Financial

TransFund Credit Program Manager

OR · Remote

$80K - $105K/yr

The TransFund Credit Program Manager is responsible for driving credit client growth through cross-selling products, onboarding a new client and servicing an existing client base, and overseeing the ...

New

ADN Healthcare

Travel Float RN

Coos Bay, OR · On-site

$1.9K - $2.5K/wk

Travel Weekly rate listed is an estimate and can vary based on the applicant's home location, VMS Fees, and onboarding costs. Our Client is currently seeking Med Surg for positions in Coos Bay ...

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Client Onboarding information

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How much do client onboarding jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for client onboarding in Remote, OR is $31.99, according to ZipRecruiter salary data. Most workers in this role earn between $25.91 and $34.81 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 popular job titles related to Client Onboarding jobs in Remote, OR?

For Client Onboarding jobs in Remote, OR, the most frequently searched job titles are:

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The top searched job categories for Client Onboarding jobs in Remote, OR are:

Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in Remote, OR as of August 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 53% Physical, 2% Hybrid, and 45% Remote job distribution, with an average salary of $66,544 per year, or $32 per hour.

Sr. Onboarding Operations Specialist

Kestra Holdings

OR • On-site, Remote

Full-time

Medical, Retirement

Posted 13 days ago

Job description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
Lead with Purpose. Partner with Impact.
The Sr. Onboarding Operations Specialist plays a critical role in supporting new advisor firms as they transition into the Kestra Financial ecosystem. This hybrid role combines significant travel (approximately 65%) to deliver high-touch, in-person onboarding and training experience, along with back-office operational processing (35%) during non-travel windows.The position is ideal for someone who thrives in a client-facing environment, excels in operational accuracy, and brings strong process knowledge to help new advisors onboard efficiently and confidently. The specialist will also collaborate with internal teams to improve onboarding processes and contribute to best practices within the firm.
What you'll Do:
On-Site Advisor Support & Training (65%)
  • Travel to advisor offices to deliver hands-on operational training and ongoing support.
  • Serve as the primary point of contact during onboarding engagements, addressing operational and account setup questions.
  • Lead training sessions for advisors and their staff on Advisor Complete℠, onboarding workflows, and documentation requirements.
  • Troubleshoot operational issues, provide real-time solutions, and escalate complex matters as necessary.

Operational Processing & Back-Office Support (35%)
  • Process new accounts, incoming transfers, direct rollovers, and set up key account features (e.g., SWPs, PIPs, check writing).
  • Review and validate paperwork for accuracy and completeness.
  • Collaborate with internal teams (Sales Supervision, Trading, Cashiering) to ensure smooth account processing.
  • Maintain accurate client records in systems such as Laserfiche and others.
  • Address advisor inquiries via phone and email regarding account and transfer statuses.

KNOWLEDGE, SKILLS, AND/OR ABILITIES:
  • Proficiency in MS Office (Word, Excel, Outlook, PowerPoint).
  • Strong attention to detail, organizational skills, and the ability to manage multiple tasks.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Ability to work independently in the field with minimal supervision.

What You Bring:
  • High school diploma or equivalent required; college degree in a related field preferred.
  • Minimum of 2 years of experience in financial services or client onboarding roles

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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