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Commission Client Onboarding Jobs in Arizona (NOW HIRING)

Bank of Montreal

Associate Portfolio Manager

Scottsdale, AZ · On-site

$51K - $95K/yr

Prepare prospective client materials and required disclosures * Support the onboarding process for ... For commission roles, the salary listed above represents BMO Financial Group's expected target for ...

FlexTG

Client Relationship Manager

Mesa, AZ · Hybrid

$60K - $70K/yr

... commission incentives About FlexTG At FlexTG , we're transforming the way businesses manage their ... Oversee onboarding and implementation of new customers and solutions * Manage inventory ...

FlexTG

Client Relationship Manager

Mesa, AZ · Hybrid

Salary: $60,000-$70,000 base + quarterly bonuses + commission incentives About FlexTG At FlexTG , ... Oversee onboarding and implementation of new customers and solutions * Manage inventory ...

FlexTG

Client Relationship Manager

Mesa, AZ · Hybrid

$60K - $70K/yr

Salary: $60,000-$70,000 base + quarterly bonuses + commission incentives About FlexTG At FlexTG , ... Oversee onboarding and implementation of new customers and solutions • Manage inventory ...

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All JobsClient Onboarding JobsCommission Client Onboarding JobsCommission Client Onboarding Jobs in Arizona

Commission Client Onboarding information

What is commission client onboarding?

Commission Client Onboarding refers to the process of integrating new clients into a company's commission-based services or platforms. This role typically involves verifying client information, setting up accounts, ensuring compliance with regulatory requirements, and facilitating the initial stages of the client relationship. The onboarding specialist acts as a liaison between the client and internal teams to ensure a smooth transition and a positive first impression. Effective client onboarding is essential for building trust and long-term business relationships. It often requires strong communication skills, attention to detail, and a solid understanding of the company's commission structures and compliance policies.

What are common challenges faced during the commission client onboarding process, and how can they be addressed?

A common challenge in commission client onboarding is coordinating between multiple teams—such as compliance, sales, and operations—to ensure all client documentation is accurate and complete. Delays can occur if required information is missing or if regulatory requirements change. Successful onboarding professionals proactively communicate with clients and internal stakeholders, stay updated on compliance changes, and use checklists or workflow tools to track progress. Building strong relationships with internal teams also helps to quickly resolve issues as they arise.

What are the key skills and qualifications needed to thrive as a commission client onboarding specialist, and why are they important?

To thrive as a Commission Client Onboarding Specialist, you need strong knowledge of financial products, regulatory compliance, and client relationship management, often supported by a degree in finance or business. Familiarity with onboarding platforms, CRM systems, and KYC/AML compliance tools is typically required. Exceptional attention to detail, problem-solving skills, and effective communication help facilitate smooth client experiences and collaboration with internal teams. These skills are crucial to ensure accurate account setup, regulatory adherence, and client satisfaction in a highly regulated environment.

What is the difference between Commission Client Onboarding vs Customer Success Specialist?

AspectCommission Client OnboardingCustomer Success Specialist
CredentialsRelevant certifications in sales, onboarding, or client managementCertifications in customer service, account management, or related fields
Work EnvironmentTypically in sales, finance, or client onboarding teams within various industriesUsually in customer service, account management, or client support teams
Employer & Industry UsageUsed in sales-driven industries like finance, SaaS, or consultingCommon in tech, SaaS, and service industries focusing on client retention
Search & Comparison IntentPeople comparing onboarding roles focused on sales commissionsPeople looking into client retention and post-sale support roles

Commission Client Onboarding focuses on guiding new clients through the onboarding process with an emphasis on sales commissions, while Customer Success Specialists prioritize ongoing client satisfaction and retention. Both roles involve client interaction but differ in their primary goals and metrics.

How to become a commission client onboarding specialist?

To become a commission client onboarding specialist, candidates typically need strong communication and organizational skills, experience with customer relationship management (CRM) tools, and knowledge of sales or onboarding processes. Relevant certifications or training in sales, customer service, or project management can enhance prospects. Prior experience in client-facing roles is often preferred.

What are the most commonly searched types of Client Onboarding jobs in Arizona?

The most popular types of Client Onboarding jobs in Arizona are:

What cities in Arizona are hiring for Commission Client Onboarding jobs?

Cities in Arizona with the most Commission Client Onboarding job openings:

Commission Client Onboarding jobs near you

Associate Portfolio Manager

Scottsdale, AZ • On-site

Bank of Montreal
Banking and Credit Intermediation • 5 - 10K employees
Learn more about Bank of Montrealexternal

$51K - $95K/yr

Full-time

Medical, Life, Retirement

Posted 9 days ago

Job description

Application Deadline:
10/13/2026
Address:
4900 N Scottsdale Road
Job Family Group:
Wealth Sales & Service
Associate - Role Description
As an Associate at Stoker Ostler, you will partner with one or more Portfolio Managers to deliver an exceptional client experience. This role supports all aspects of client relationships, including account administration, client service, financial planning, and proactive communication.
Key Responsibilities
Client Meetings
  • Schedule client meetings and coordinate logistics
  • Prepare comprehensive meeting materials
  • Complete and track all follow-up items
  • Maintain accurate and timely updates in the CRM system

Client Service & Account Administration
  • Prepare and process new account applications
  • Facilitate account transfers and money movement requests
  • Track transactions through completion
  • Respond to routine client inquiries with accuracy and professionalism
  • Draft Investment Policy Statements (IPS) and IPS addendums
  • Communicate directly with clients to confirm transactions and address questions or concerns

Marketing & New Client Onboarding
  • Prepare prospective client materials and required disclosures
  • Support the onboarding process for new clients from start to finish
  • Assist with follow-up actions to ensure a smooth transition

Year-End Planning Support
  • Provide operational support for key year-end activities, including:
    • Family and charitable gifting
    • Required Minimum Distributions (RMDs)
    • Roth IRA conversions
    • Capital gains management
  • Document activities in CRM and prepare confirmation communications

Reporting
  • Generate investment, performance, and tax-related reports as requested by Portfolio Managers

Annual Account Reviews
  • Execute follow-up tasks related to comprehensive annual client reviews
  • Ensure all activities meet compliance standards for both managed and courtesy accounts

Portfolio Management Support
  • Assist with portfolio rebalancing, trading, and cash management activities

Financial Planning
  • Support the preparation of financial planning deliverables, including:
    • Statements of financial objectives
    • Net worth statements
    • Retirement projections
    • Cash flow analyses

Qualifications
  • Bachelor's degree required; Business or Finance a plus
  • 2+ years of experience in financial services preferred
  • Working knowledge of financial markets and investment concepts
  • Interest in pursuing CFP®, CFA®, CPA, or MBA strongly preferred

Skills & Competencies
  • Strong written and verbal communication skills
  • Professional presence with the ability to communicate effectively in both group and one-on-one settings
  • High attention to detail and accuracy
  • Excellent organizational, time management, and prioritization skills
  • Ability to work independently, collaboratively, and cross-functionally
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Experience with Tamarac is a plus

Salary:
$51,800.00 - $95,900.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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About BMO

Sourced by ZipRecruiter

BMO, or Bank of Montreal, is one of the biggest multinational banking and financial services corporations in North America. Developed in 1817, BMO's American headquarters are located ideally in Chicago, Illinois while its main world headquarters are situated in Montreal. The bank operates in a multitude of sectors including personal and commercial banking, wealth management and investment banking products and solutions. Over the years, BMO has been recognized for its commitment to doing what's right for its customers, employees, and society.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

Social media

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