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Commission Client Onboarding Jobs in Tennessee (NOW HIRING)

The Shank Group

Life Insurance Sales Agent

Nashville, TN · Remote

$99K - $128K/yr

... onboarding support, coaching, and ongoing guidance * Proven Sales Process -- Follow a structured system for client conversations and applications * Uncapped Income Potential -- Commission-based pay ...

The Shank Group

Life Insurance Sales Agent

Clarksville, TN · Remote

$89K - $115K/yr

... onboarding support, coaching, and ongoing guidance * Proven Sales Process -- Follow a structured system for client conversations and applications * Uncapped Income Potential -- Commission-based pay ...

Spieldenner Financial Group

Sales (WFH)

Cleveland, TN · On-site

What You'll Be Doing Client Outreach (6-8 hrs/week) Connect with individuals who have already ... Structured onboarding and ongoing training * Access to systems, tools, and support to help you ...

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All JobsClient Onboarding JobsCommission Client Onboarding JobsCommission Client Onboarding Jobs in Tennessee

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 Tennessee?

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

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

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

Commission Client Onboarding jobs near you

Branch Service Manager/Client Associate

Royal Bank of Canada

Nashville, TN • On-site

Full-time

Re-posted 21 days ago

Job description

Job Description
What is the Opportunity?
Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team.
This is role has a 50/50 split in scope, combining Branch Service Manager and Client Associate responsibilities.
As the Branch Service Manager, you'll oversee operational tasks, support Client Associates, manage correspondence and trade corrections, train staff, and handle branch expenses. As a Client Associate, you'll serve as the primary client contact for account maintenance, transactions, inquiries, and will support Financial Advisors by preparing for meetings and coordinating client events.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
  • Oversee branch staff and operations to keep branch running smoothly including onboarding, training and motivating branch staff, providing work direction, and resolving issues pertaining to staff supervision and/or escalating to Complex management team.
  • Ensure the effective communication of all policy and procedural changes and other issues that impact the branch employees and their ability to effectively perform their jobs.
  • Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities.
  • Oversee cage activities to make sure transactions get processed in a timely manner
  • Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.

What do you need to succeed?
Must-have
  • Bachelor's degree or job related experience
  • 3+ years of financial services experience with a solid knowledge of industry rules and regulations
  • Strong written and verbal communication and computer skills
  • Series 7 and 66 (or Series 63/65) or the ability to obtain within 12 months
  • Attention to detail coupled with the mindset of how you can make the branch more efficient and effective

Nice-to-have
  • Supervisory experience

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details
Address:
818 18TH AVENUE SOUTH:NASHVILLE
City:
Nashville
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-05-13
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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