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Client Onboarding Jobs (NOW HIRING)

Jefferies

Client Onboarding Associate

Jersey City, NJ

$70K - $90K/yr

The Americas Account Onboarding team supports the operational setup and maintenance of client/firm accounts across internal systems. This role is responsible for coordinating account opening requests ...

Stretto

Client Onboarding Associate

Irvine, CA · On-site

$28.85 - $38.46/hr

Client Onboarding Associate (Treasury and Cash Management) Position Summary Client Onboarding Associates own the day-to-day execution of client onboarding for Treasury and Cash Management, advancing ...

HB Wealth

Client Onboarding Associate

Atlanta, GA · Hybrid

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 ...

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How much do client onboarding jobs pay per hour?

As of Jun 6, 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.

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.

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:
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Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, and 18% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

Client Onboarding & Growth Associate

Beacon National Agency

Sandy, UT • Remote

Full-time

Posted 22 days ago

Job description

Beacon National Agency is seeking a motivated Client Onboarding & Growth Associate to help guide individuals and families toward financial protection and long-term security. In this role, you will support new client onboarding, build meaningful relationships, and help identify growth opportunities through personalized financial protection solutions.
This position blends the flexibility of remote work with the structure, mentorship, and systems of a growing national financial services organization. You will work directly with interested prospects, provide education on financial protection strategies, and ensure a smooth, supportive onboarding experience for every client.
Opportunity Highlights
  • Flexible remote work environment that supports work-life balance
  • Qualified inbound prospects, focus on meaningful conversations, not cold outreach
  • Fast commission processing to support consistent income flow
  • Access to professional tools and systems provided by the organization
  • Structured mentorship and leadership support for professional development
Key Responsibilities
  • Serve as the first point of contact for individuals seeking financial protection solutions
  • Guide new clients through a smooth and supportive onboarding experience
  • Conduct virtual discovery meetings to understand client needs and financial goals
  • Present tailored protection strategies including IUL policies, annuities, and life insurance
  • Maintain consistent communication and follow-up to support client growth and satisfaction
  • Contribute to personal and team growth targets through disciplined activity and relationship building
Ideal Candidate Profile
  • Client-focused mindset with strong integrity and professionalism
  • Self-motivated with clear personal and career goals
  • Growth-oriented and open to coaching and continuous improvement
  • Strong communication skills with confidence in virtual meetings and presentations
  • Comfortable building relationships and guiding clients through important financial decisions
Opportunity Structure
This is a 1099 commission-based opportunity designed for entrepreneurial professionals who want to build a scalable career in financial services. As a Client Onboarding & Growth Associate, you will specialize in helping clients implement financial protection strategies such as Indexed Universal Life (IUL) policies, annuities, and life insurance.
At Beacon National Agency, you'll have the opportunity to make a meaningful impact on clients’ financial futures while building your own path toward professional growth and unlimited earning potential.