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Internship Client Onboarding Jobs (NOW HIRING)

IMA Financial Group

Client Associate

Wichita, KS · On-site

Support client onboarding activities, including carrier notifications, portal access setup ... These benefits do not apply to internship roles. Why Join IMA? We've built a reputation for putting ...

Mariner

Intern, Financial Planning- Tulsa, OK

Tulsa, OK · On-site

$14.25 - $18.25/hr

Essential Duties and Responsibilities: • Support client onboarding by preparing and processing ... of the start of the internship • Demonstrated leadership experience through work or ...

New

Mariner

$14.25 - $18.50/hr

Essential Duties and Responsibilities: • Support client onboarding by preparing and processing ... of the start of the internship • Demonstrated leadership experience through work or ...

New

Mariner

Intern, Financial Planning

Sioux Falls, SD · On-site

$15.50 - $20/hr

Essential Duties and Responsibilities: • Support client onboarding by preparing and processing ... of the start of the internship • Demonstrated leadership experience through work or ...

Mariner

Intern, Financial Planning- Destin, FL

Destin, FL · On-site

$14 - $18.25/hr

Essential Duties and Responsibilities: • Support client onboarding by preparing and processing ... of the start of the internship • Demonstrated leadership experience through work or ...

New

Mariner

Intern, Financial Planning

Omaha, NE · On-site

$14.75 - $19.25/hr

Essential Duties and Responsibilities: • Support client onboarding by preparing and processing ... of the start of the internship • Demonstrated leadership experience through work or ...

Mariner

Intern, Financial Planning - Novi, MI

Novi, MI · On-site

$14.50 - $18.75/hr

Essential Duties and Responsibilities: • Support client onboarding by preparing and processing ... of the start of the internship • Demonstrated leadership experience through work or ...

New

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How much do internship client onboarding jobs pay per hour?

As of Sep 3, 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 the key skills and qualifications needed to thrive as an internship client onboarding specialist?

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 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 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

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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:

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Internship Client Onboarding jobs near you
Infographic showing various Internship Client Onboarding job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $35,995 per year, or $17.3 per hour.

Wealth Management Summer 2027 Internship

Waggoner Financial

Lansing, MI • On-site

$18 - $23.50/hr

Full-time, Temporary, Internship

Retirement

Posted 21 days ago

Job description

  • Assist advisors with client meeting preparation, including agenda building, portfolio review materials, and research support.
  • Support data entry and maintenance within CRM and portfolio management systems.
  • Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons.
  • Conduct research on investment products, market trends, and planning strategies under advisor supervision.
  • Assist with client onboarding documentation and account paperwork.
  • Attend client meetings as appropriate to observe advisor-client interaction.

Requirements

  • Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.
  • Strong interest in financial planning, wealth management, or the CFP® path.
  • Proficiency in Microsoft Excel and Word; comfort learning new software platforms.
  • Strong written and verbal communication skills.
  • High attention to detail and ability to handle sensitive client information with discretion.
  • Ability to work independently and manage multiple tasks in a fast-paced office environment.

Benefits

  • Direct mentorship from CFP® professionals, including advisor shadowing and client meeting exposure.
  • Hands-on experience with real planning work: retirement projections, benefits analysis, and portfolio review materials.
  • Competitive hourly pay.
  • Flexible scheduling around class commitments.
  • Small-firm environment with direct access to senior advisors and leadership.
  • Potential path to a full-time offer upon graduation.