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Client Onboarding Jobs (NOW HIRING)

HB Wealth

Client Onboarding Associate

Atlanta, GA · On-site

Position Summary HB is seeking a Client Onboarding Associate . In this role, you will serve as a process owner and primary liaison for the new client onboarding experience, partnering closely with ...

Alliance HCM

Client Onboarding Manager

Conroe, TX · On-site

Step into a pivotal leadership role with Alliance HCM as our next Client Onboarding Manager in Shenandoah, TX. You'll be at the heart of enterprise client success, driving seamless onboarding and ...

Alliance HCM

Client Onboarding Manager

Shenandoah, TX · On-site

Step into a pivotal leadership role with Alliance HCM as our next Client Onboarding Manager in Shenandoah, TX. You'll be at the heart of enterprise client success, driving seamless onboarding and ...

PNC Bank

Client Onboarding Associate

Phoenix, AZ · Hybrid

As a Client Onboarding Specialist within PNC's Private Bank organization, you will be based in Phoenix, AZ. The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and ...

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How much do client onboarding jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for client onboarding in the United States is $32.02, according to ZipRecruiter salary data. Most workers in this role earn between $25.96 and $34.86 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.

More about Client Onboarding jobs
What cities are hiring for Client Onboarding jobs? Cities with the most Client Onboarding job openings:
What are the most commonly searched types of Client Onboarding jobs? The most popular types of Client Onboarding jobs are:
What states have the most Client Onboarding jobs? States with the most job openings for Client Onboarding jobs include:
What job categories do people searching Client Onboarding jobs look for? The top searched job categories for Client Onboarding jobs are:
Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in the United States as of June 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

Client Onboarding Associate

HB Wealth

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 25 days ago

Job description

Job Type
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $29 billion in assets under management as of October 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary
HB is seeking a Client Onboarding Associate. In this role, you will serve as a process owner and primary liaison for the new client onboarding experience, partnering closely with Advisory teams, Operations, Compliance, and custodians to ensure a seamless and timely transition for new clients.
Key Responsibilities
  • Act as the project manager for all operational and administrative aspects of the client onboarding process, including engagement documents, account opening, portfolio setup, and recurring process tracking.
  • Clearly communicate onboarding timelines and expectations, and proactively follow up with Advisors, Compliance, Operations, and custodians to ensure onboarding stays on track.
  • Prepare and process custodian paperwork such as account opening, letters of authorization and other operational documents, guiding them through review and approval workflows.
  • Coordinate with internal teams, custodians, and clients to ensure a timely and efficient transition; independently research and resolve onboarding-related issues.
  • Serve as a subject-matter resource for onboarding procedures, systems, and guidelines.
  • Communicate business needs clearly to internal and external stakeholders and assist in driving requests through various workflows and systems.
  • Update and verify client, account, and transaction details; maintain accurate records within CRM and document management systems.
  • Ensure compliance with firm operating, cybersecurity, risk, and regulatory policies while safeguarding client information.
  • Seek to understand the needs of our clients, provide superior services to meet those needs and to earn their trust, respect, and confidence.
  • Support the onboarding team with special projects and initiatives as needed.
  • Commitment to meeting established deadlines and managing time effectively.

Growth & Development Opportunities
  • Opportunities to contribute to process improvement and efficiency initiatives.
  • Involvement in onboarding team growth, training, and documentation as the team scales.

Requirements
  • 1-3 years of experience in a client service or onboarding role within the financial services industry.
  • Familiarity with custodians such as Charles Schwab, Fidelity, and Pershing.
  • Strong project management, organizational, and time-management skills.
  • Self-starter with initiative, confidence and exceptional attention to detail who can balance multiple projects and demands in a fast-paced, dynamic, and entrepreneurial environment.
  • Exceptional written and verbal communication skills.
  • Positive attitude and strong work ethic.
  • High level of professionalism, confidentiality, and fiduciary mindset.
  • Strong interpersonal skills with the ability to partner effectively in a team and earn the trust and confidence of colleagues.
  • Willingness to "pitch in" when necessary.
  • Strong analytical and problem-solving skills.
  • Proficiency with Microsoft Office Suite, CRM systems, and portfolio reporting software.
  • Associate degree or equivalent client service experience; bachelor's degree preferred.
  • Ability to successfully pass criminal background / credit check required.

Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 40%
  • Cell phone stipend
  • Equity Participation Plan

Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.

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