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Online Client Onboarding Jobs (NOW HIRING)

PNC Bank

Client Onboarding Associate

Phoenix, AZ · Hybrid

As a Client Onboarding Specialist within PNC's Private Bank organization, you will be based in ... online set up (pnc.com and Portfolio view), client welcome engagement, service team introduction ...

Equity Trust

Client Onboarding Specialist

Westlake, OH · On-site

JOB OVERVIEW The Onboarding Specialist partners with Sales to establish new client relationships by ... Manage pipeline of existing clients, coordinating all aspects of account funding, online access ...

Equity Trust

Client Onboarding Specialist

Westlake, OH · On-site

The Onboarding Specialist partners with Sales to establish new client relationships by serving as ... Manage pipeline of existing clients, coordinating all aspects of account funding, online access ...

BluShark Digital

Onboarding Specialist

Washington, DC · On-site

We pride ourselves on being a client-first agency, helping businesses stand out online and achieve ... As a Client Onboarding Specialist, you will collaborate with our clients to ensure a seamless and ...

BluShark Digital

Onboarding Specialist

Washington, DC · Hybrid

We pride ourselves on being a client-first agency, helping businesses stand out online and achieve ... As a Client Onboarding Specialist, you will collaborate with our clients to ensure a seamless and ...

Amanacare LLC

Onboarding Specialist

Lincoln, NE · On-site

$55K - $60K/yr

Client onboarding * Serve as a resource and additional contact for new referrals, prospective ... Create and manage a system for responding to online leads in a timely manner. Onboarding ...

AmanaCare

Onboarding Specialist

Lincoln, NE · On-site

Client onboarding * Serve as a resource and additional contact for new referrals, prospective ... Create and manage a system for responding to online leads in a timely manner. Onboarding ...

Approvely

Onboarding Specialist

Fort Lauderdale, FL · On-site

... the online gaming market. This position is meant for someone who has a passion for fast growing ... Responsibilities: • Execute precise data entry and uphold the integrity of client information ...

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Online Client Onboarding information

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How much do online client onboarding jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for online client onboarding in the United States is $25.95, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $29.09 per hour, depending on experience, location, and employer.

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

To excel as an Online Client Onboarding Specialist, you need strong organizational skills, attention to detail, and a customer service background, often supported by experience in sales or account management. Familiarity with CRM platforms, onboarding software, and digital communication tools is typically required. Excellent communication, problem-solving abilities, and a proactive attitude help build client trust and ensure a smooth onboarding process. These skills and qualities are crucial for delivering a seamless client experience, minimizing errors, and fostering long-term client relationships.

What are some common challenges faced in online client onboarding, and how can they be addressed?

Professionals in online client onboarding often encounter challenges such as ensuring clear communication, managing multiple client expectations, and navigating various digital onboarding platforms. To address these, it's important to establish structured onboarding processes, utilize effective project management tools, and maintain regular check-ins with clients. Collaborating closely with sales, support, and technical teams also helps to quickly resolve issues and provide a seamless onboarding experience. Staying adaptable and proactively seeking client feedback can further enhance the process and client satisfaction.

What is the difference between Online Client Onboarding vs Customer Service Representative?

AspectOnline Client OnboardingCustomer Service Representative
CredentialsTypically requires onboarding, sales, or client management experienceCustomer service or communication skills, often with a high school diploma or equivalent
Work EnvironmentRemote or office-based, focused on client setup and account activationCall centers, retail, or office settings, handling customer inquiries
Industry UsageFinancial services, SaaS, consulting firmsRetail, telecommunications, hospitality
Search & Comparison IntentUnderstanding onboarding processes, client setupCustomer support, issue resolution

Online Client Onboarding involves guiding new clients through account setup and initial engagement, often requiring specialized knowledge of products or services. Customer Service Representatives handle ongoing customer inquiries and support. While both roles require strong communication skills, onboarding focuses on initial client integration, whereas customer service emphasizes ongoing support and issue resolution.

What is Online Client Onboarding?

Online Client Onboarding refers to the process of welcoming and integrating new clients into a company's services or platforms using digital tools and processes. It typically involves verifying client information, setting up accounts, providing necessary documentation, and guiding clients through initial steps to ensure a smooth start. This process enhances customer experience, increases efficiency, and helps businesses comply with regulatory requirements. Effective online onboarding often includes tutorials, automated workflows, and personalized support to make clients feel comfortable and informed.
More about Online Client Onboarding jobs
What cities are hiring for Online Client Onboarding jobs? Cities with the most Online 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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What job categories do people searching Online Client Onboarding jobs look for? The top searched job categories for Online Client Onboarding jobs are:
Online Client Onboarding jobs near you
Infographic showing various Online Client Onboarding job openings in the United States as of June 2026, with employment types broken down into 2% Locum Tenens, 1% As Needed, 71% Full Time, 21% Part Time, 1% Temporary, and 4% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $53,969 per year, or $25.9 per hour.

Client Onboarding Analyst, Transaction Tax

DuCharme McMillen and Associates, Inc.

Indianapolis, IN • On-site

Full-time

Posted 8 days ago

Job description

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:
  • 2025 Great Places to Work Certified
  • Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
  • Company paid parental leave
  • Generous time off package
  • Multiple benefit plans, eligibility begins on day one of employment
  • Culturally focused on work/life balance, mental health, and the overall wellness of our employees

Position Summary
The Client Onboarding Analyst supports the Transaction Tax Compliance team by executing new client onboarding activities, analyzing and preparing client data, and ensuring seamless integration into DMA's compliance systems. This role plays a critical part in establishing the foundation for long-term client success by creating accurate data models, documenting processes, and coordinating with both clients and internal teams. The Implementation Analyst ensures that each implementation meets quality standards and sets clients up for efficient, automated compliance processing.
Essential Duties and Responsibilities
  • Analyze complex client source data and develop structured data models for import into DMA's compliance systems.
  • Interpret and document compliance requirements, including tax credits, amended returns, renewals, notice handling expectations, funding procedures, and reporting schedules.
  • Create clear, client-specific process documentation that outlines compliance workflows, data expectations, and operational procedures.
  • Set up new client profiles in all internal systems used for return preparation, ensuring accurate configurations and system readiness.
  • Maintain proactive communication with clients throughout onboarding, providing updates, gathering required information, and ensuring a positive client experience.
  • Manage the transition of clients from onboarding into production, coordinating with internal teams for a seamless handoff.
  • Troubleshoot and resolve data-related issues, identifying root causes and implementing corrective actions to ensure accurate compliance processing.
  • Process recurring client data feeds into DMA's tax software systems, ensuring data integrity and identifying anomalies.

Non-Essential Duties and Responsibilities
  • Assist with online filing activities and back-end reporting as needed.
  • Provide support to the Production team during peak filing periods.
  • Perform other duties as assigned.

Education and Qualifications
  • Bachelor's degree in Accounting, Business Administration, Finance, or related field.
  • 1+ years of experience with DMA or in a similar implementation, compliance, or data-focused position.
  • Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, data cleansing; macros preferred).
  • Experience with data modeling or data transformation tools preferred.
  • Ability to quickly learn Transaction Tax concepts and compliance software systems.
  • Strong verbal and written communication skills; able to explain technical concepts to non-technical audiences.
  • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship.

Work Environment & Physical Requirements
  • Work Schedule: Regular, 40 hours/week
  • Travel: Less than 10%
  • Physical Activity:
    • Prolonged periods of sitting and computer use
    • Ability to hear, understand, and distinguish speech and sounds
    • Frequent repetitive motions with hands

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The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment.
It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at HRDepartment@dmainc.com or 800-309-2110 and choosing selection 6.

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