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Internship Client Onboarding Jobs (NOW HIRING)

SwiftX Inc.

Client Solutions Intern

Eastvale, CA · On-site

Own and present a capstone project by the end of the internship focused on optimizing an internal client onboarding or retention process. Requirements We are looking for someone who is eager to learn ...

SwiftX Inc.

Client Solutions Intern

Corona, CA · On-site

Own and present a capstone project by the end of the internship focused on optimizing an internal client onboarding or retention process. Requirements We are looking for someone who is eager to learn ...

SwiftX Inc.

Client Solutions Intern

Eastvale, CA

Own and present a capstone project by the end of the internship focused on optimizing an internal client onboarding or retention process. Requirements We are looking for someone who is eager to learn ...

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How much do internship client onboarding jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for internship client onboarding in the United States is $17.31, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

What is an Internship Client Onboarding role?

An Internship Client Onboarding role involves assisting new clients as they begin their relationship with a company, typically in financial services or technology sectors. Interns in this position help collect client information, assist with documentation, and ensure all compliance requirements are met. They work closely with internal teams to coordinate a smooth onboarding process, learn about regulatory standards, and develop customer service skills. This role is ideal for students interested in client relations, operations, or compliance.

What are some common challenges an intern might face during the client onboarding process, and how can they address them?

Interns in client onboarding often encounter challenges such as understanding complex client requirements, managing multiple tasks simultaneously, and adapting to various onboarding software tools. To address these, it's helpful to ask clarifying questions, take thorough notes during training, and proactively communicate with team members. Additionally, seeking feedback and collaborating closely with both the onboarding team and clients can help interns quickly adapt and contribute effectively.

What are the key skills and qualifications needed to thrive as an Internship Client Onboarding Specialist, and why are they important?

To thrive as an Internship Client Onboarding Specialist, you need strong organizational skills, attention to detail, and a foundational understanding of client relationship management, typically supported by ongoing education in business or a related field. Familiarity with CRM systems, onboarding software, and productivity tools like Microsoft Office is usually expected. Excellent communication, problem-solving abilities, and a proactive attitude help interns build rapport with clients and coordinate effectively with internal teams. These skills ensure smooth onboarding processes, satisfied clients, and valuable learning experiences for career development.

What is the difference between Internship Client Onboarding vs Client Onboarding Specialist?

AspectInternship Client OnboardingClient Onboarding Specialist
CredentialsTypically students or entry-level with basic knowledgeRelevant certifications or experience in onboarding processes
Work EnvironmentInternship setting, supervised, learning-focusedProfessional, client-facing, ongoing responsibilities
Employer & Industry UsageInternship programs across industriesFinancial, tech, or service industries with client onboarding needs

Internship Client Onboarding roles are entry-level, learning-focused positions designed for students or recent graduates. They often involve assisting with onboarding tasks under supervision. Client Onboarding Specialists are experienced professionals responsible for managing client integration processes independently, requiring relevant certifications and industry experience. While both roles involve onboarding, the internship is a training opportunity, whereas the specialist role is a full-time professional position.

More about Internship Client Onboarding jobs
What cities are hiring for Internship Client Onboarding jobs? Cities with the most Internship 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 Internship Client Onboarding jobs? States with the most job openings for Internship Client Onboarding jobs include:
What job categories do people searching Internship Client Onboarding jobs look for? The top searched job categories for Internship Client Onboarding jobs are:
Internship Client Onboarding jobs near you
Infographic showing various Internship Client Onboarding job openings in the United States as of July 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% In-person job distribution, with an average salary of $35,995 per year, or $17.3 per hour.
Client Onboarding Specialist

Client Onboarding Specialist

RCN Capital LLC

South Windsor, CT • On-site

Full-time

Retirement

Posted 15 days ago

Job description

The CL Onboarding Specialist plays a vital role in expanding and strengthening RCN Capital's network of Correspondent Lender (CL) partners. This role is responsible for identifying, recruiting, and onboarding new CLs, guiding them through each stage of the onboarding process to ensure a smooth, organized, and engaging experience. By leveraging tools like Salesforce, Forecasa, and LinkedIn, along with creative outreach through podcasting and video content, the CL Onboarding Specialist helps drive brand visibility, build meaningful industry connections, and uncover emerging lending partners.
Beyond recruitment, this role manages the full administrative lifecycle of onboarding, including collecting registration documents, conducting due diligence, maintaining accurate CRM records, and coordinating demos, trainings, and follow-ups. Acting as a key point of contact, the CL Onboarding Specialist also helps identify problematic partners requiring corrective action, contributes to process improvements and automation enhancements, and partners cross-functionally to continually elevate the CL experience. Through proactive engagement and strong organizational execution, this role directly supports RCN's growth and the long-term success of our Correspondent Lender partnerships.
Primary Responsibilities:
  • Target and recruit new Correspondent Lenders across multiple lead sources to RCN
  • Coordinate with team to schedule sales calls, follow ups, calibrations, and assist with campaigns when needed
  • Take appropriate action of Banning and requesting Cease and Desists to problematic CLs who we will no longer be working with
  • Leverage LinkedIn and other tools such as podcasting and video content to enhance brand awareness and networking reach
  • Work within Forecasa to mine for Emerging Lenders and other potential CLs including contact information
  • Maintain Salesforce and update data as CLs progress through the Onboarding Stages
  • Provide feedback and assist with improving onboarding experience and automation refinement
  • Manage collection of registration docs and diligence and pull credit, background, entity statuses, etc
  • Collect and input missing data and send formal welcome letters
  • Schedule demos, trainings and manage maintenance requests and manage distro/CL onboarding inbox
  • Additional tasks and projects as assigned

Required Skills:
  • Excellent communication skills, both written and verbal
  • Affinity for cold calling and qualifying leads via phone
  • Strong attention to detail
  • Ability to work quickly and accurately in a fast paced environment
  • Ability to work effectively independently and as part of a team
  • Proficiency with MS Office Suite

Required Experience:
  • Internship or academic experience in a professional office role
  • Internship or academic experience in a professional phone-based role
  • Experience working in a real estate office, lender, bank, or financial services institution preferred
  • Experience or exposure to Salesforce or other CRM tools preferred
  • Experience with a LOS a plus

Education:
  • High School diploma or equivalent required
  • Associate's degree or Bachelor's degree in Business, Marketing, Communications, Real Estate, or related field preferred

Work Schedule:
  • Full time
  • Monday-Friday, 9:00AM to 6:00PM
  • First 90-days are onsite for training
  • Hybrid schedule after - up to 3 days/week remote

We Offer:
  • Growth-oriented work environment
  • Training opportunities
  • Casual dress policy
  • Competitive benefits, including 401K
  • Many more perks!

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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