ZipRecruiter

Log In

1

Commission Client Onboarding Jobs in Florida (NOW HIRING)

PuzzleHR

Payroll Specialist

Lakewood Ranch, FL · On-site

$21.25 - $29/hr

Process off-cycle payrolls, bonuses, commissions, and retroactive adjustments. * Support payroll ... Support new client onboarding activities by learning and documenting client payroll workflows ...

Enumerate

Onboarding Manager

Tampa, FL · On-site

$60K - $71K/yr

Gather necessary data from client * Create project timeline for implementation * Build database in ... commissions. Total compensation pay range (annual salary): $60,000--$71,000 USD

GQG Partners

Trading Assistant

Fort Lauderdale, FL

Partner with Operations on new client onboarding, including account setup, trading readiness ... commission reports, broker activity summaries, and related management reporting. * Support the ...

Kforce Inc.

Senior E Billing Specialist

Tampa, FL · On-site

... requests and client onboarding requirements Support timekeeper setup, approvals, and rate ... This job is not eligible for bonuses, incentives or commissions. Kforce is an Equal Opportunity ...

Enumerate

Manager of Customer Onboarding

Tampa, FL · Remote

$90K - $110K/yr

... seamless client experience. * Report on onboarding metrics, team performance, and process ... The pay range is inclusive of base salary plus any applicable bonuses or commissions. Total ...

Posted today

next page

Showing results 1-20

All JobsClient Onboarding JobsCommission Client Onboarding JobsCommission Client Onboarding Jobs in Florida

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 Florida?

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

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

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

Commission Client Onboarding jobs near you

Senior associate - Client Onboarding and Documentation

Tampa, FL • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees

8.0

Company rating: 8.0 out of 10

Based on 497 frontline employees who took The Breakroom Quiz

72nd of 172 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about JPMorgan Chase & Co.external

Full-time

Medical, Retirement

Posted 4 days ago

Job description


Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges. In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.
As a Senior Product Delivery Associate in Client Onboarding and Documentation, you are trusted with enabling the delivery of products in a stable and scalable way. Work with cross-function teams, build key relationships, and enable the product to continuously deliver value. You'll also help drive release management activities, support testing and validation, and ensure compliance with firm standards.
Job responsibilities
  • Lead and coordinate monthly release cycles for KYC and documentation products.
  • Track and manage dependencies, risks, and issues to ensure smooth delivery.
  • Collaborate with global teams for follow-the-sun execution and structured handovers.
  • Oversee testing and validation activities, including pre-production and production weekend releases.
  • Maintain integrated release plans and escalate blockers with clear options.
  • Ensure compliance with firm risk, controls, and regulatory requirements.
  • Provide timely updates and post-release issue management to stakeholders.
  • Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
  • Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements
  • Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources

Required qualifications, capabilities, and skills
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Advanced proficiency with Jira (JQL/filters, dashboards, and automation).
  • Experience with automation and reporting tools such as Alteryx and Tableau (or similar).
  • Excellent communication and stakeholder management skills, including preparing executive-ready updates and materials.
  • Proven ability to coordinate testing and validation activities across multiple teams.
  • Ability to identify, track, and resolve risks and issues throughout the product delivery lifecycle.
  • 3+ years of experience or equivalent expertise in product management or a relevant domain area
  • Demonstrated performance in either product management or relevant domain area
  • Experience executing operational management and change readiness activities
  • Experience in product deployment processes

Preferred qualifications, capabilities, and skills
  • Developed knowledge of the product development life cycle
  • Experience with entitlements and access controls.
  • Background in KYC or Client Onboarding in regulated environments.
  • Familiarity with change management and access entitlement frameworks.

Additional information:
  • Visa sponsorship is not available for this position.
  • Work schedules will be full-time in office, on a 40-hour per week schedule.

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply