Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Onboarding Specialist

Virtual Vocations Inc

To support a growing team, the full-time Client Onboarding Specialist will manage client onboarding processes, including content migration and personalized training, while working remotely and collaborating with cross-functional teams. Key responsibilities: Partner with sales teams to ensure successful client setup and onboarding Identify and address potential client pain points proactively Manage multiple onboarding projects, ensuring timely completion and client satisfaction Required qualifications: Fluency in English; proficiency in additional languages, particularly Spanish, is a plus Experience in customer-facing roles such as onboarding, customer success, or account management Strong project management skills with the ability to juggle multiple projects Proactive and organized, with a focus on independent work Familiarity with tools like HubSpot, Slack, and Confluence is advantageous

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Onboarding Specialist in United States vacancy
  •  ...Accentuate Staffing is working with a healthcare technology company that is hiring a Client Onboarding Consultant to help customers as they set up on the company’s software platform. This is a good opportunity for someone who enjoys working with people, staying organized... 
    Suggested
    Contract work

    Accentuate Staffing

    Raleigh, NC
    2 days ago
  • $25 per hour

     ...& Zimmermann Company Sr. Account Executive - Technology & Finance | Ethics Officer Industry: Financial Services Title: Client Onboarding Specialist Location: Winston-Salem, NC Schedule: Hybrid 2 to 3 days onsite **Must have experience onboarding clients, with the ability... 
    Suggested
    Contract work

    Yoh, A Day & Zimmermann Company

    Winston Salem, NC
    1 day ago
  • $25 - $30 per hour

     ...from Mindlance. Position: New Accounts Specialist (3 openings) Contract: 5 months (may be...  ...documents (LLC, LP, Corporation, etc.) and client information. Communicate directly with...  ...years of experience in account opening, onboarding, or client services (banking preferred).... 
    Suggested
    Contract work
    Work at office
    Remote work
    1 day per week

    Mindlance

    Los Angeles, CA
    1 day ago
  •  ...and is eligible for a hybrid schedule after successful completion of the probationary period. Job Overview The New Client Accounts Specialist - Onboarding serves as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives to... 
    Suggested
    Work experience placement
    Work at office
    Remote work
    Home office
    Night shift
    Weekend work

    Midland IRA & 1031

    Fort Myers, FL
    1 day ago
  • $50k - $65k

     ...a subsidiary of Renasant Bank This position serves Republic Business Credit which is a subsidiary of Renasant Bank. The Client Onboarding Specialist will support activities to assess and bring new clients to funding in compliance with the Credit Policy. This position will... 
    Suggested
    Hourly pay
    Contract work
    Work experience placement
    Second job
    Work at office
    Flexible hours
    Night shift

    Renasant

    Rock Island, IL
    17 hours ago
  •  ...office and is eligible for a hybrid schedule after successful completion of the probationary period.JOB OVERVIEWThe New Client Accounts Specialist - Onboarding serves as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives... 
    Work at office
    Remote work
    Home office
    Night shift
    Weekend work

    Midland IRA & 1031

    Fort Myers Beach, FL
    4 days ago
  • $46.55k - $67.1k

     ...doing it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for... 
    Summer work
    Remote work

    SpotOn

    Royal Oak, MI
    17 hours ago
  •  ...Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position The primary responsibilities of this position are: Supporting the client onboarding process by coordinating the key steps to... 

    Apex Group

    New York, NY
    5 days ago
  •  ...About the Client Onboarding Specialist Position Beck Technology is looking for Client Onboarding Specialists to join our Customer Success team! A Client Onboarding Specialist partners with new DESTINI customers to execute a pre-packaged onboarding plan and deliver world... 
    Full time
    Remote work
    Work visa
    Flexible hours

    Beck Technology Ltd

    Dallas, TX
    2 days ago
  • $100k - $130k

     ...About this role We are seeking a highly organized, detail‑oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and professional client onboarding experience. This role is responsible for coordinating all aspects of new client... 
    Work at office

    MARSHALL+STERLING

    Poughkeepsie, NY
    1 day ago
  •  ...processes in the Banking, Credit, and Investments platform. This role requires collaboration with sales teams, ensuring a seamless client experience through effective communication and teamwork. Ideal candidates should have 5-8 years of experience in wealth management... 

    Citi

    New York, NY
    4 days ago
  • $150k - $190k

     ...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for... 
    Full time
    Work at office
    Remote work
    Afternoon shift

    Castle Island Co

    New York, NY
    2 days ago
  •  ...The CL Onboarding Specialist plays a vital role in expanding and strengthening RCN Capital’s network of Correspondent Lender (CL) partners. This role is responsible for identifying, recruiting, and onboarding new CLs, guiding them through each stage of the onboarding process... 
    Full time
    Casual work
    Internship
    Remote work
    Monday to Friday
    3 days per week

    RCN Capital

    Windsor, CT
    3 days ago
  •  ...Treatspace, Inc. is seeking a customer-focused and design-savvy Onboarding Coordinator to join our PracticeBeat.com product line team....  ...Daily Brief), always keeping human judgment over what ships to clients. This is also a role we expect to evolve. As we scale and lean... 
    Temporary work
    Work at office
    Flexible hours
    Night shift

    Treatspace

    Pittsburgh, PA
    1 day ago
  • $40 - $43 per hour

     ...recruiter to learn more. Base pay range $40.00/hr - $43.00/hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration : 6 Months Hours : 8am - 6pm EST POSITION As a Client... 
    Contract work
    Work from home
    Worldwide

    Dexian

    New York, NY
    2 days ago
  •  ...eligible for a hybrid schedule after successful completion of the probationary period. JOB OVERVIEW The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client... 
    Work at office

    Equity Trust Company

    Westlake, TX
    2 days ago
  •  ...commutable distance to Nashville, TN We are seeking a technical Onboarding Specialist to assist in the implementation of push provisioning,...  ...working across multiple internal and external partners and clients, can interpret semi-technical documentation, and is capable... 
    Temporary work
    Work at office
    Work visa

    CPI Card Group

    Nashville, TN
    3 days ago
  • $48 - $50 per hour

     ...based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding processes for Markets (e.g., Sales &... 
    Contract work

    Mindlance

    New York, NY
    1 day ago
  •  ...Location: Charlotte, NC (Hybrid) Client is seeking a Client Delivery Consultant to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration. Responsibilities Work closely with the Sales team... 

    Mindlance

    Charlotte, NC
    1 day ago
  •  ...The Client Onboarding Specialist plays a critical role in ensuring a seamless and welcoming experience for our clients as they join our firm, handling paperwork, account setup, and the efficient tracking of asset transfers. The Client Onboarding Specialist will be the... 

    Merkle Retirement Planning

    Grimes, IA
    1 day ago
  • $25 - $28.85 per hour

     ...companies streamline and GROW their business.” Do you enjoy helping clients get off to a great start? Are you organized, adaptable, and...  ...people learn new software? We're looking for a Client Onboarding Specialist who's excited to guide new clients through implementation,... 
    Hourly pay
    Full time
    Work at office
    Work from home
    Monday to Friday
    Shift work

    Evosus Financial Services

    Vancouver, WA
    1 day ago
  • Citi, based in Houston, seeks a seasoned onboarding specialist to improve processes and ensure a seamless client experience in collaboration with Sales, KYC, and product teams. The role requires 5–8 years in wealth management or financial services, with FINRA SIE, Series... 

    Citi

    Houston, TX
    5 days ago
  •  ...Citi Colombia is seeking a Client Onboard Analyst – Labor Inclusion for a Bogotá-based hybrid, full-time role. You will support account opening, documentation, and system setups while coordinating with multiple teams to ensure compliant, high-quality client onboarding... 
    Full time

    Citi

    New York, NY
    4 days ago
  •  ...Grasshopper Bank is seeking a Client Services specialist who will be the face of the bank, guiding clients through onboarding, account opening, and ongoing management. The role emphasizes collaboration with Banking, Operations, Technology, and Risk teams to ensure smooth... 
    Remote work

    Grasshopper Bank

    New York, NY
    1 day ago
  • $60k

     ...A leading financial services company is seeking a Remote Bookkeeping Relations Specialist to guide clients through onboarding and support their journey. You'll lead meetings, manage client communications, and help clients with accounting setups, ensuring they feel supported... 
    Remote work

    Guidant Financial

    Phoenix, AZ
    2 days ago
  •  ...A dynamic financial services company is seeking a Bookkeeping Relations Specialist to lead client onboarding and provide exceptional support. This remote role requires 3+ years of client service experience and 1-3 years of bookkeeping knowledge. The successful candidate... 
    Remote work

    Guidant Financial

    Ogden, UT
    2 days ago
  • A travel services company is looking for a Client Onboarding Coordinator to join their fully remote team. In this role, you will guide clients through the onboarding process, ensuring all arrangements are accurate and aligned with client expectations. Strong communication... 
    Remote work

    Hopesglobalgetaways

    Chesapeake, VA
    4 days ago
  • A leading finance service provider is seeking a Bookkeeping Relations Specialist for a fully remote position. The ideal candidate will manage client onboarding, facilitating their understanding of services and addressing their needs proactively. Ideal candidates should... 
    Remote work

    Guidant Financial

    Blue Springs, MO
    1 day ago
  •  ...Nuvant is hiring Virtual Client Onboarding Representatives to guide new and prospective clients through financial solutions aligning with their goals. You’ll be a key first point of contact to introduce services and steer clients toward the next step, all in a remote,... 
    Remote work

    Nuvant Consulting Group

    Richmond, VA
    3 days ago
  • $60k

     ...A reputable financial services firm is looking for a Bookkeeping Relations Specialist. This fully remote role involves guiding clients through onboarding and managing their bookkeeping needs. Successful candidates will have experience in client service and bookkeeping... 
    Remote work

    Guidant Financial

    Virginia Beach, VA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Onboarding Specialist. Be the first to apply!