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Weekend Onboarding Jobs in California (NOW HIRING)

Bilingual Onboarding Specialist

Torrance, CA

$25 - $26/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Manage client requirements for the onboarding packet (e.g., authorization forms, drug tests, background checks etc.) and update the Candidate Tracker with contractor data until candidate is cleared ...

Resident Onboarding Specialist

Los Angeles, CA · On-site

$22 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As the Resident Onboarding Specialist, you will play a crucial role at GHP. You will serve as the first point of contact for all future residents after the signed lease agreement. As a successful ...

Advisor Onboarding Specialist

Los Angeles, CA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

About the position We're looking for an Onboarding Specialist to own the transition of advisory firms onto Altruist - from post-sale handoff through a launched, self-sufficient firm. This is the ...

About the position We're looking for an Onboarding Specialist to own the transition of advisory firms onto Altruist - from post-sale handoff through a launched, self-sufficient firm. This is the ...

Onboarding Specialist - Caregiver Success

Irvine, CA · On-site

$26 - $29/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Company Description Onboarding Specialist - Benefits: * Compensation: $26 - $29/hr (Non-Exempt) * Type: Full-Time * Location: ON-SITE * Schedule: Monday - Friday; 8:00 am-5 pm * Medical, Dental ...

Weekend Caregiver

Carlsbad, CA · On-site

$18 - $21/hr

Eligibility Requirements Minimum Qualifications: 18 years of age or older Valid I-9 Employment Eligibility Verification documents Able to obtain during onboarding process: Clearance Verified on the ...

Weekend Caregiver

San Diego, CA · On-site

$18 - $20/hr

Valid I-9 Employment Eligibility Verification documents Able to obtain during onboarding process: * Clearance Verified on the Home Care Aide Registry * Current Tuberculosis (TB) certificate

Eligibility Requirements Minimum Qualifications: 18 years of age or older Valid I-9 Employment Eligibility Verification documents Able to obtain during onboarding process: Clearance Verified on the ...

Weekend Caregiver

Carlsbad, CA · On-site

$18 - $21/hr

Valid I-9 Employment Eligibility Verification documents Able to obtain during onboarding process: * Clearance Verified on the Home Care Aide Registry * Current Tuberculosis (TB) certificate

Customer Onboarding Manager McLean, Virginia; Mountain View, California, United States Company Overview ID.me is the next-generation digital identity wallet that simplifies how individuals securely ...

Showing results 21-40

Weekend Onboarding information

What is the difference between Weekend Onboarding vs Weekend Customer Support?

AspectWeekend OnboardingWeekend Customer Support
Required CredentialsBasic training, onboarding materialsCustomer service skills, product knowledge
Work EnvironmentOffice or remote, focused on new employee integrationCall centers, online chat, or in-person support
Employer & Industry UsageHR departments, corporate onboarding programsRetail, tech, telecom, and service industries
Common Search & Comparison IntentUnderstanding onboarding processes on weekendsProviding customer support during weekends

Weekend Onboarding involves guiding new employees through orientation and training during weekends, focusing on integration into the company. Weekend Customer Support, on the other hand, provides assistance to customers outside regular hours, ensuring service continuity. While both roles operate on weekends, their functions differ: onboarding centers on employee integration, whereas customer support emphasizes client assistance.

What are the most commonly searched types of Onboarding jobs in California?

The most popular types of Onboarding jobs in California are:

Associate, Client Onboarding Specialist

IEQ Capital

Los Angeles, CA • On-site

$70K - $100K/yr

Full-time

Re-posted 26 days ago


Job description

Who are we?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
IEQ Capital is seeking a polished, detail-oriented professional to join our team as a Client Onboarding Specialist. This role is focused on delivering a white-glove onboarding experience for new and existing clients, serving as a central point of coordination across clients, advisors, custodians, and internal teams. You will own the onboarding workflow from initial intake through account opening and funding, helping gather client information, facilitate clear communication, track outstanding items, and ensure each onboarding experience is handled with accuracy, responsiveness, and care. This position is well suited for someone who brings strong follow-through, sound judgment, and a client-first mindset to a fast-paced wealth management environment.
Duties and responsibilities include, but are not limited to:
  • Own and coordinate the end-to-end client onboarding process, ensuring a seamless and high-touch experience from initial intake through account opening and funding.
  • Serve as a key point of contact during onboarding, facilitating timely and professional communication with clients, advisors, custodians, and internal stakeholders.
  • Gather, review, and organize client data and required documentation, proactively identifying gaps, inconsistencies, or outstanding items.
  • Prepare and generate new account paperwork for a variety of account types and custodians, ensuring documents are accurate, complete, and ready for client review and signature.
  • Process and track signed documentation, KYC records, and other regulatory documents to ensure timely and compliant completion.
  • Coordinate with custodians to facilitate account openings, resolve not-in-good-order items, and escalate issues as needed.
  • Provide proactive onboarding status updates to advisors and internal teams, highlighting next steps, risks, dependencies, and expected timing.
  • Enter, maintain, and update client, account, and onboarding data in Salesforce and other relevant systems with a high degree of accuracy.
  • Support Private Placement Document preparation and alternative investment subscription workflows, including tracking funding and subscription status.
  • Anticipate client and advisor needs throughout onboarding, helping remove friction points and drive a thoughtful, consistent client experience.
  • Partner with operations, advisory, compliance, and investment teams to resolve issues, streamline workflows, and improve the onboarding experience.
  • Contribute to process improvement initiatives, documentation of best practices, and ongoing enhancements to onboarding standards.
Qualifications
  • Bachelor's degree required.
  • 1-3+ years of relevant experience in client service, onboarding, operations, financial services, wealth management, or a related field preferred.
  • Strong client service orientation with the professionalism, judgment, and polish required to support a white-glove client experience.
  • Excellent written and verbal communication skills, including the ability to explain requirements, follow up effectively, and tailor communication to different audiences.
  • Exceptional organizational skills and meticulous attention to detail, with the ability to manage multiple onboarding workflows, deadlines, and stakeholders simultaneously.
  • Proven ability to think critically, identify issues, escalate appropriately, and propose practical solutions.
  • Strong emotional intelligence and the ability to build relationships across clients, advisors, custodians, and internal teams.
  • Comfortable working in a fast-paced, high-volume environment with competing priorities and evolving timelines.
  • Experience with Salesforce, custodial platforms, or account-opening workflows is a plus.
  • A "no task is too small" mindset and a willingness to learn, take ownership, and grow within the firm.
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $70,000 - $100,000, depending on skills and experience.
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