ZipRecruiter

Log In

1

Partner Onboarding Associate Jobs (NOW HIRING)

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and ... partners with account setup, releasing accounts to invest, and account maintenance requests ...

PNC

Client Onboarding Associate

Phoenix, AZ

The COA partners with the team will help to ensure that our Investment Management, IRA, other Non-Trust Accounts and all deposit account types are originated and documented in accordance with the ...

PNC Bank

Client Onboarding Associate

Phoenix, AZ · On-site

The COA partners with the team will help to ensure that our Investment Management, IRA, other Non-Trust Accounts and all deposit account types are originated and documented in accordance with the ...

Cetera

Retirement Plan Onboarding Associate

Dallas, TX · Hybrid

... partners, and internal teams. This role helps ensure onboarding tasks are completed accurately ... The associate reviews plan-related documents and data for completeness, follows up on missing items ...

Aston Carter

Onboarding Associate

Warren, MI · On-site

$30 - $32/hr

In this role, you will partner closely with Talent Acquisition Partners, Hiring Managers, and Interview Teams to deliver a candidate-centric hiring experience, leveraging expert judgment and keen ...

Cetera

Retirement Plan Onboarding Associate

Dallas, TX · Hybrid

... partners, and internal teams. This role helps ensure onboarding tasks are completed accurately ... The associate reviews plan-related documents and data for completeness, follows up on missing items ...

Citi

Client Onboarding Associate Analyst

Getzville, NY · On-site

$55K - $68K/yr

The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and ... Partner with internal teams to ensure regulatory reviews on all clients are performed. Ensure all ...

Citi

Client Onboarding Associate Analyst

Getzville, NY

$55K - $68K/yr

The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and ... Partner with internal teams to ensure regulatory reviews on all clients are performed. Ensure all ...

previous pagenext page

Showing results 21-40

All JobsBusiness JobsMarketing JobsPartner Onboarding Associate Jobs

Partner Onboarding Associate information

See salary details

$13

$25

$41

How much do partner onboarding associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for partner onboarding associate in the United States is $25.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $28.61 per hour, depending on experience, location, and employer.

What cities are hiring for Partner Onboarding Associate jobs?

Cities with the most Partner Onboarding Associate job openings:

What states have the most Partner Onboarding Associate jobs?

States with the most job openings for Partner Onboarding Associate jobs include:

What are popular job titles related to Partner Onboarding Associate jobs?

For Partner Onboarding Associate jobs, the most frequently searched job titles are:

Infographic showing various Partner Onboarding Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,005 per year, or $26 per hour.

Client Onboarding Associate

Birmingham, AL • On-site

StoneX
See more jobs at StoneXexternal

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Connecting clients to markets – and talent to opportunity. 
 
With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. 
 
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. 

Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. 


We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed Accounts Team. This role is responsible for facilitating the onboarding of managed account relationships, supporting portfolio model implementation, and servicing client accounts across portfolio management platforms. The ideal candidate will possess strong organizational skills, an analytical mindset, and a commitment to delivering exceptional service to financial advisors and clients. The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and internal departments to ensure a seamless onboarding experience and ongoing account maintenance.

  • Coordinate the onboarding of managed account relationships from account opening through funding and implementation.
  • Review account documentation for completeness and accuracy, ensuring compliance with firm and regulatory requirements.
  • Assist advisors and internal partners with account setup, releasing accounts to invest, and account maintenance requests.
  • Assist with the creation, maintenance, and implementation of investment models within portfolio management systems.
  • Process account maintenance requests, tradee holds, cash raises, model changes, and other service-related transactions.
  • Support advisors with portfolio management system inquiries and account servicing needs.
  • Research and resolve account discrepancies in a timely manner.

  • Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field.
  • 1–3 years of experience in wealth management, investment advisory services, financial services, or account administration.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office, particularly Excel.
Preferred
  • Experience supporting managed accounts or advisory platforms.
  • Knowledge of portfolio management systems such as Envestnet, Advyzon, or similar platforms.
  • Familiarity with investment models, portfolio construction concepts, and account management processes.
  • Understanding of brokerage and advisory account operations.

This onsite entry level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region.

Relocation will not be provided for this position. 

#LI-OnSite 

Apply