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

Healthcare Client Onboarding Specialist

UHY-US

A great UHY client is seeking a Healthcare Client Onboarding Specialist to support client onboarding and engagement efforts. This role is highly client-facing, focused on managing inbound leads, scheduling appointments, and helping individuals navigate services in a supportive and professional manner. This is an excellent opportunity to join a mission-driven organization experiencing continued national growth.

The Healthcare Client Onboarding Specialist role is a fully remote, client direct hire position. This position offers strong growth potential and a collaborative, people-focused environment.

Healthcare Client Onboarding Specialist Responsibilities

  • Manage inbound client inquiries and schedule appointments
  • Guide prospective clients through service offerings and intake process
  • Handle leads from multiple sources (online platforms, referrals, etc.)
  • Utilize CRM and EMR systems to input and manage client information
  • Assist clients in identifying appropriate services and providers
  • Support insurance-related questions and processes
  • Maintain accurate and organized client records
  • Collaborate with internal teams to ensure a smooth client experience

Healthcare Client Onboarding Specialist Requirements

  • 2+ years of experience in customer service, sales, or client-facing roles (healthcare preferred)
  • Strong communication skills with the ability to build trust quickly
  • Tech-savvy with experience using CRM systems (Zoho or similar preferred)
  • Familiarity with electronic medical records (EMR) systems
  • Understanding of insurance processes is a plus
  • Strong organizational skills and attention to detail
  • Ability to work independently in a remote environment

UHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is permanent placement, project work, loaned staff support or business process outsourcing–we are ready to meet your needs.

Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Healthcare Client Onboarding Specialist in New York, NY vacancy
  • UHY-US is seeking a Healthcare Client Onboarding Specialist to support client onboarding and engagement efforts. This remote role focuses on managing inbound leads, scheduling appointments, and helping clients navigate services in a professional manner. The ideal candidate... 
    Suggested
    Remote job

    UHY-US

    Brooklyn, NY
    4 days ago
  • UHY-US is seeking a Healthcare Client Onboarding Specialist to manage client onboarding and engagement efforts. This fully remote position emphasizes a client-focused approach, helping prospective clients navigate services and manage their inquiries effectively. Ideal candidates... 
    Suggested
    Remote job

    UHY-US

    New York, NY
    1 day ago
  •  ...Client Onboarding Specialist Job Req Id: 26964713 Location: Kuala Lumpur, Malaysia Job Type: Hybrid Posted: May. 18, 2026 Job Overview We are seeking a high caliber professional to join our team as Client Onboarding Specialist (Build Management Associate - C11) based... 
    Suggested
    Full time

    Citi

    New York, NY
    1 day 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 &... 
    Suggested
    Contract work

    Mindlance

    New York, NY
    1 day ago
  •  ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding... 
    Suggested
    Remote work

    Virtual Task Buddie

    New York, NY
    15 hours ago
  •  ...improving efficiency, productivity, and scalability—allowing clients to focus on what matters most. In this role Manage and grow a...  ...forecasts, and growth pipeline in CRM tools Collaborate with onboarding and operations teams to support client success We are looking... 
    Remote work
    Work from home

    Virtualite Business Process Outsourcing Services

    New York, NY
    15 hours ago
  • A healthcare services provider is seeking a Field HR Onboarding Coordinator to oversee the onboarding of caregivers from application to work-authorized status. This role ensures compliance with all pre-employment requirements and plays a critical role in minimizing risks... 
    Full time

    YELM US Associates, LLC

    New York, NY
    3 days ago
  • A healthcare services organization is seeking a skilled Recruiter to join their team. This role focuses on recruiting and talent acquisition, with significant involvement in onboarding processes. Candidates should have strong organizational skills and recruiting experience... 
    Remote job
    Full time

    Remote Raven

    New York, NY
    15 hours ago
  • $21 - $26 per hour

    Essen Health Care is seeking an Onboarding Coordinator to ensure a smooth onboarding process for new hires. This hybrid role involves coordinating onboarding tasks, communicating with various teams, and ensuring compliance with hiring policies. The ideal candidate will... 
    Hourly pay

    Essen Health Care

    New York, NY
    1 day ago
  • Essen Medical Associates is seeking an Onboarding Coordinator to ensure a smooth onboarding experience for new hires. This position involves coordinating tasks, conducting onboarding sessions, and ensuring compliance with policies. The ideal candidate will have 2+ years... 
    Work at office

    Essen Medical Associates

    New York, NY
    3 days ago
  • Owen Health Care in Vauxhall, NJ, is hiring a Full-Time Recruiting and Onboarding Specialist to enhance healthcare staffing processes. This role will involve the full-cycle recruitment process, managing onboarding workflows, and engaging with candidates during recruitment... 
    Full time

    Owen Health Care

    New York, NY
    3 days ago
  • A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full-time role involves a high call volume and requires strong attention to detail. The ideal candidate should possess customer-facing experience... 
    Remote job
    Full time

    Peregrine Search Solutions

    New York, NY
    15 hours ago
  •  ...support to Independent Financial Professionals in New York. This role involves managing day-to-day requests and ensuring high-level client service and compliance. Candidates should have a Bachelor’s degree in Business Administration or Finance, with at least 3 years of... 

    Insigneo

    New York, NY
    6 hours ago
  • $55k - $65k

    Asset Living is seeking a Client Services Specialist to manage property onboarding and offboarding processes. This position involves building strong client relationships and ensuring high levels of customer satisfaction. The ideal candidate will have a Bachelor’s degree... 
    Remote work

    Asset Living

    New York, NY
    2 days ago
  • Department / Team Purpose The Client Onboarding team sits within the Operations department and is dedicated to delivering a seamless and efficient...  ...client success. Role Purpose As a senior Client Onboarding Specialist, you will lead the delivery of a best‑in‑class onboarding... 

    Framework Ventures

    New York, NY
    15 hours ago
  • An established corporate services firm in New York is seeking a Corporate Service Specialist to enhance customer satisfaction by managing client interactions from onboarding through project completion. Candidates should have 2-4 years of experience in customer service or... 
    Full time

    Continental Corporate Services, Inc.

    New York, NY
    4 days ago
  • A financial services firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive operational and administrative...  ...this role. Responsibilities include creating reports and supporting client onboarding processes. #J-18808-Ljbffr Waldron Private Wealth

    Waldron Private Wealth

    New York, NY
    4 days ago
  • $95k - $125k

    Nomura Holdings, Inc. in New York, NY, seeks an experienced Client Onboarding professional. You will lead client onboarding processes, ensuring excellence and innovation while being a key representative of the firm. The ideal candidate has significant experience in client... 
    Flexible hours

    Nomura Holdings, Inc.

    New York, NY
    15 hours ago
  • $28 per hour

    Creative Solutions Services, LLC in New York, NY is seeking a Client Service Associate to enhance client experiences by coordinating transitions and supporting ongoing client needs. You will work directly with our Global Client Group, providing essential support throughout... 
    Hourly pay

    Creative Solutions Services, LLC

    New York, NY
    15 hours 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

    Castleisland

    New York, NY
    1 day ago
  • 1340 Guggenheim Partners Investment Management, LLC is looking for a Client Service Specialist to join its team in New York City. This role requires effective management of client relationships and support for institutional clients, necessitating strong communication skills... 

    1340 Guggenheim Partners Investment Management, LLC

    New York, NY
    2 days ago
  • $72k - $80k

    A financial services company located in New York is seeking an Asset Management Associate to support the onboarding and servicing of clients. The role requires expertise in asset management processes and strong customer service skills. Candidates should have 3-5 years of... 

    NFP Corp

    New York, NY
    3 days ago
  • $26.7 - $40.36 per hour

     ...services company in New York is looking for a candidate to assist clients in the on-boarding process and manage new account inquiries....  ...$26.70 to $40.36 per hour, with additional benefits such as healthcare and a generous 401(k) plan. #J-18808-Ljbffr City National Bank
    Hourly pay
    Work at office

    City National Bank

    New York, NY
    15 hours ago
  • Virtualite Business Process Outsourcing Services is looking for an account manager to manage and grow client accounts. The role involves identifying opportunities for upsell and conducting consultative conversations to understand client needs. Ideal candidates should possess... 
    Remote job

    Virtualite Business Process Outsourcing Services

    New York, NY
    15 hours ago
  • $55k - $65k

     ...time after successfully completing 90 days) About Us Neuropath Healthcare Solutions is at the intersection of Healthcare and Technology....  ...(ATS), HRIS, and benefits software. Assist in recruitment, onboarding, and offboarding processes. Support performance management, training... 
    Full time
    Temporary work
    Local area

    Neuropath Healthcare Solutions

    New York, NY
    1 day ago
  • Independence Blue Cross is seeking a Client Implementation Intake Analyst in Pennsylvania. This role involves accurately interpreting sales requests and effectively communicating them to coding teams. Responsibilities include handling renewals, cancellations, and client... 
    Work at office
    3 days per week

    Independence Blue Cross

    New York, NY
    15 hours ago
  •  ...Framework Ventures is seeking a client onboarding specialist to join their remote team. The ideal candidate will manage client onboarding and verification activities while ensuring a 6-star client experience. Strong knowledge of cryptocurrency and customer service experience... 
    Fixed term contract
    Remote work
    Weekend work
    Afternoon shift

    Framework Ventures

    New York, NY
    15 hours ago
  • A healthcare recruitment organization in New York is hiring for a Full-Time Recruitment Specialist. The role involves sourcing and reviewing candidate resumes, evaluating job readiness, and coordinating recruitment activities. Candidates must have an Associate's degree... 
    Full time

    1199SEIU Benefit and Pension Funds

    New York, NY
    4 days ago
  • $1,120 - $1,600 per month

     ...Bamboo Works is looking for a Client Onboarding and Product Support Specialist to provide technical support and onboarding services to new clients using their AI-powered platform. You'll be monitoring campaign performance, troubleshooting client issues, and ensuring a... 
    Remote work

    Bamboo Works Inc

    New York, NY
    15 hours ago
  • $28.94 - $67.88 per hour

     ...patients, and save lives. Our mission? To create a human-centric healthcare experience powered by unified global data. It’s a big challenge...  ...more human, you’ve come to the right place. We’re seeking a client-focused, detail-oriented Senior Delivery Consultant to lead change... 
    Hourly pay
    Temporary work
    Remote work
    Flexible hours

    Oracle

    New York, NY
    15 hours ago

Do you want to receive more vacancies?

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