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Client Onboarding Jobs (NOW HIRING)

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 ...

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 ...

Jefferies

Client Onboarding Associate

Jersey City, NJ · On-site

$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 ...

Dealer eProcess

Client Onboarding Coordinator

Lisle, IL · On-site

$20.75 - $27/hr

The Client Onboarding Coordinator plays a crucial role in facilitating the successful launch of a new dealer website(s). This position involves a range of responsibilities, including coordinating ...

Kastle Systems

Manager, Client Onboarding

Houston, TX · On-site

Overview Manager, Client Onboarding At Kastle, the Client Onboarding team is the bridge between a signed contract and a fully secure system. The team makes sure every new installation is configured ...

Dealer eProcess

Client Onboarding Coordinator

Lisle, IL · On-site

$40K/yr

The Client Onboarding Coordinator plays a crucial role in facilitating the successful launch of a new dealer website(s). This position involves a range of responsibilities, including coordinating ...

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Client Onboarding information

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How much do client onboarding jobs pay per hour?

As of Jul 17, 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, setting up accounts, and providing training or support to ensure a smooth transition. Effective onboarding helps build strong client relationships and ensures successful service delivery.

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, complete necessary documentation, and set up their accounts. It requires strong communication skills, attention to detail, and familiarity with customer relationship management (CRM) tools. The role aims to establish a positive relationship and smooth transition for the client.

What is the salary of client onboarding specialist in UBS?

The salary of a Client Onboarding Specialist at UBS typically ranges from $60,000 to $90,000 annually, depending on experience, location, and specific responsibilities. Compensation may also include bonuses and benefits aligned with industry standards for financial services roles.

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 July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.
Client Onboarding Associate

Client Onboarding Associate

PNC Bank

Phoenix, AZ • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

PNC Bank rating

7.7

Company rating: 7.7 out of 10

Based on 343 frontline employees who took The Breakroom Quiz

80th of 149 rated banks

Job description

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. 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 Service teams. The COA, together with the Advisors, Service Partners and other PNC Private Bank team members, will help our clients achieve and maintain financial success. The COA partners with the team will help to ensure that our Investment Management, IRA, other Non-Trust Accounts and all deposit account types are originated and documented in accordance with the governing instrument, state law, and PNC policies, procedures and processes.
The COA will provide end to end onboarding coverage beginning with account opening, through account funding and other onboarding activities to ensure consistent execution and positive client experiences.
This role reports directly to the Client Onboarding Manager.
Key responsibilities include, but are not limited to, handling:
Account Opening for deposit and investment management products
Initiating, Tracking, and Validating Account Funding & Asset Transfer
Fully Onboarding Clients to PNC Private Bank including online set up (pnc.com and Portfolio view), client welcome engagement, service team introduction, etc.
Records Retention and CompliancePNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
  • Implements new products and services for clients. Reviews requirements and gathers deliverables to complete the client onboarding, account opening, and asset funding requirements.
  • Provides sales or consultative support to prospects or clients in select deals. Utilizes data provided digitally by clients, from internal partners, and/or internal applications to establish or update client-specific information for relevant products or services. Coordinates and produces relevant onboarding packages for validation and system processing.
  • Analyzes, assesses and documents adherence to established requirements, processes, and procedures throughout end-to-end experience. Collects and checks required AML/KYC client documentation for onboarding process and ongoing refresh. Communicates status updates in accordance to client and partner expectations throughout the onboarding process.
  • Advises clients or internal partners on additional information needs, required document clarifications, or other onboarding requirements. Helps resolve challenges regarding onboarding issues raised by clients or internal partners and escalates issues as necessary to senior leadership.
  • Identify/develop necessary solutions. Ensures positive ongoing client experiences. Manages multiple onboarding requests simultaneously across many products or services; reports progress relative to service level performance. Build relationships with key internal partners.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

CompetenciesAccuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Quality Management, Sales Support and AdministrationWork ExperienceRoles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visitpncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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