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Commission Client Onboarding Jobs in Texas (NOW HIRING)

Provide client onboarding at active hail events, ensuring smooth intake and expectation clarity ... High Contract‑Completion Commission Model Contract Completion Commission Paid when a contract is ...

Provide client onboarding at active hail events, ensuring smooth intake and expectation clarity ... High Contract‑Completion Commission Model Contract Completion Commission Paid when a contract is ...

Provide client onboarding at active hail events, ensuring smooth intake and expectation clarity ... High Contract‑Completion Commission Model Contract Completion Commission Paid when a contract is ...

Uncapped Performance Commission * Client Entertainment & Mileage Expense Account: Dedicated ... Onboarding Alignment & Risk Mitigation: Educate prospective clients on minimum property standards ...

Uncapped Performance Commission * Client Entertainment & Mileage Expense Account : Dedicated ... Onboarding Alignment & Risk Mitigation: Educate prospective clients on minimum property standards ...

Vice President of Sales

Austin, TX · On-site

$70K - $95K/yr

Work with operations to ensure smooth client onboarding * Track leads and opportunities in a CRM ... Base salary plus commission (uncapped) * Performance incentives for large contracts * Car allowance ...

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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 Texas?

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

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

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

Client Onboarding & Documentation Business Manager - Associate

Chase

Plano, TX • On-site

Other

Medical, Retirement

Re-posted 17 days ago


Chase Bank rating

8.1

Company rating: 8.1 out of 10

Based on 156 frontline employees who took The Breakroom Quiz

65th of 171 rated banks


Job description

CO&D Business Manager Covering AI for Ops & Transformation

Join the Commercial & Investment Bank Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance leaders and key partners across Product, Operations, Transformation, Business Management, and Data & Analytics teams to drive effective execution.

As a CO&D Business Manager covering AI for Ops & Transformation within the Investment Bank, you will partner with senior leaders to develop business cases, conduct portfolio analyses, and provide data-driven insights for high-profile transformation efforts. Your role involves designing management reporting, creating executive presentations, and collaborating across teams to drive optimization and strategic decision-making.

Job Responsibilities:

  • Partner with senior leaders to develop product investment business cases and KPIs for transformation efforts.
  • Utilize large and complex datasets to conduct portfolio analyses and drive investment opportunities.
  • Analyze and monitor operational throughput to identify efficiency opportunities.
  • Provide quantitative and qualitative analysis to support optimization decisions.
  • Assess KPI trends and create impactful analysis to assist in developing business strategy.
  • Lead data-driven analyses to provide transparency and enable decision-making.
  • Structure complex problems into simple, easy-to-understand frameworks.
  • Design management reporting packages to communicate business results transparently.
  • Create executive-level presentations using PowerPoint PitchPro+.
  • Communicate directly and effectively with all levels of the organization.
  • Collaborate and partner with peers across business and staff areas to achieve goals.

Required Qualifications, Capabilities, and Skills:

  • Bachelor's degree.
  • Minimum 5 years of experience in financial data analysis and storytelling.
  • Strong PowerPoint, Excel, and Word skills.
  • Ability to work collaboratively and develop strong partnerships at multiple levels.
  • Strong presentation skills and ability to communicate initiatives effectively.
  • Strong verbal and written communication skills.
  • Ability to produce results in a fast-paced environment.
  • Ability to interpret and present complex data.
  • Strong attention to detail and solid work ethic.
  • Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
  • Excellent problem-solving, critical thinking skills, and ability to work independently as a mature, organized team player.

Preferred Qualifications, Capabilities, and Skills:

  • Experience achieving goals without direct control over all resources.
  • Experience developing strong, positive relationships with business stakeholders.

**To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).**

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.

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.


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