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Internship Client Onboarding Jobs (NOW HIRING)

Client Onboarding Support: Assist in the onboarding process by supporting client setup activities ... Internship or entry-level experience in SaaS or technology environments is a plus Skills: * Basic ...

Support client billing, reporting, and communication processes. Operational Infrastructure & Logistics * Oversee onboarding/offboarding systems for interns and students, ensuring seamless and ...

Senior Manager, Operations

Houston, TX ยท On-site

$71K - $75K/yr

Support client billing, reporting, and communication processes. Operational Infrastructure & Logistics * Oversee onboarding/offboarding systems for interns and students, ensuring seamless and ...

Senior Manager, Operations

Houston, TX ยท On-site

$71K - $75K/yr

Support client billing, reporting, and communication processes. Operational Infrastructure & Logistics * Oversee onboarding/offboarding systems for interns and students, ensuring seamless and ...

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Internship Client Onboarding information

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How much do internship client onboarding jobs pay per hour?

As of Jun 6, 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:
Infographic showing various Internship Client Onboarding job openings in the United States as of May 2026, with employment types broken down into 21% Full Time, 68% Part Time, and 11% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $35,995 per year, or $17.3 per hour.
Associate, Client Service Solutions

Associate, Client Service Solutions

Focus Financial Partners

Boston, MA โ€ข On-site

$60K - $70K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 13 days ago


Job description

Position Summary

SCS Financial is looking for an Associate to join the Client Service Solutions team.ย  This is an excellent opportunity for candidates who would like to contribute to one of the firm's core business management teams. The Client Service Solutions team is responsible for many of the integral operating functions that support the client service team. As a member of this group, the Associate will participate in the support of client relationships, organization and maintenance of client information, cashiering and money movements, and facilitation of various firmwide support functions. The Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized, detailfocused, energetic, and teamoriented. The right candidate is a selfstarter with a strong work ethic who has excellent communication skills and the ability to think critically.

ย This role can be located in Boston, MA; Portsmouth, New Hampshire.

Primary Responsibilitiesย 

  • Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures.
  • Interface directly with external custodian banks in the account opening and asset transfer process.
  • Lead account opening and new client onboarding project plans, including communicating with a wide variety of stakeholders.
  • Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm's database
  • Support alternative investment processing procedures on behalf of clients.
  • Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.
  • Assist in all ad hoc information or report requests from advisors.
  • Participate in the enhancement of firmwide projects designed to improve the overall client experience, internal workflows, or data movement around the Firm.

Qualifications

  • Bachelor's degree
  • 1+ years of experience in an operations role within the financial services industry preferred. Prior experience in wealth management, RIA, or family office or comparable. Internship experience will also be considered.
  • Strong attention to detail
  • Ability to multitask
  • Strong communication skills, both written and oral
  • Proactive and solutions oriented; consistently willing to take initiative to solve problems
  • Proficient in Microsoft Excel
  • Experience with financial services technology - investment accounting platforms, client relationship management (CRM) tools and client reporting software
  • Experience managing processes and reviewing colleagues' work in prior roles

This position is anย exemptย position. The annualized base pay range for this role is expected to be betweenย $60,000-$70,000ย base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.