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

Client Onboarding Specialist

CodeForce

Job Title: Technical Onboarding Specialist

Location: Remote / Onsite
Employment Type: Full-Time

Job Overview

We are seeking a highly motivated Technical Onboarding Specialist with hands-on experience in Technical Helpdesk Support and IT Services. The ideal candidate will be responsible for onboarding new clients, configuring technical solutions, providing initial technical training, and ensuring a smooth transition into our services. This role requires strong troubleshooting abilities, excellent communication skills, and a customer-focused mindset.

Key Responsibilities
  • Manage the end-to-end onboarding process for new clients.
  • Conduct onboarding sessions and technical training for customers.
  • Configure, deploy, and support IT systems, software, and services.
  • Provide Level 1 and Level 2 technical support to clients.
  • Troubleshoot hardware, software, network, and application-related issues.
  • Assist clients with account setup, system integrations, and user provisioning.
  • Coordinate with internal technical teams to resolve escalated issues.
  • Create and maintain onboarding documentation, knowledge base articles, and SOPs.
  • Monitor onboarding progress and ensure successful client adoption.
  • Maintain high customer satisfaction through effective communication and timely issue resolution.
Required Qualifications
  • Bachelor's degree in Computer Science, Information Technology, or a related field (preferred).
  • 2+ years of experience in Technical Support, Helpdesk Support, IT Services, or a similar role.
  • Strong understanding of Windows, Microsoft 365, networking fundamentals, and cloud-based applications.
  • Experience supporting end-users in a managed services (MSP) or IT services environment.
  • Excellent troubleshooting and problem-solving skills.
  • Strong verbal and written communication skills in English.
  • Ability to manage multiple onboarding projects simultaneously.
  • Experience with ticketing systems and CRM platforms.
Preferred Qualifications
  • Experience with VoIP systems and troubleshooting.
  • Familiarity with Active Directory, Azure AD, Microsoft 365 Administration, and remote support tools.
  • Experience in MSP environments and client-facing technical roles.
  • Relevant IT certifications (CompTIA A+, Network+, Microsoft Certifications) are a plus.
Key Skills
  • Technical Onboarding
  • Customer Success
  • IT Helpdesk Support
  • Microsoft 365
  • Networking Fundamentals
  • Troubleshooting
  • Client Training
  • Documentation
  • VoIP Support
  • MSP Operations

Salary: Market Competitive (Based on Experience)

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding Specialist in United States vacancy
  •  ...Client Onboarding Specialist Support Burlington, MA Asset Management Financial Services Fintech JO-2401-1454 We are a well funded, rapidly growing fintech firm that still embodies a small start-up culture. You will still be in the early stages and have... 
    Suggested
    Work at office
    Shift work
    2 days per week

    The Ceres Group

    Burlington, MA
    3 days ago
  •  ...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... 
    Suggested
    Work at office
    Remote work
    Home office

    Equity Trust Company

    Westlake, OH
    3 days ago
  •  ...Job Type Full-time Description Client Success Onboarding Specialist About 700Credit 700Credit is the industry leader in providing cutting-edge credit and compliance solutions to the automotive sector. As the largest provider in the field, we are... 
    Suggested
    Full time

    Open Dealer Exchange

    Southfield, MI
    21 hours ago
  •  ...SUMMARY: This position will be responsible for supporting the Sales department by managing all new client onboarding and account setup processes. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully an individual must be able to perform each... 
    Suggested
    Full time
    Casual work
    Work at office
    Local area
    Monday to Friday
    Night shift
    Afternoon shift

    Radeas

    Wake Forest, NC
    21 hours ago
  •  ...Client Onboarding Specialist Job Category: Service Requisition Number: QUALI001049 Posted: April 22, 2026 Full-Time On-site Scottsdale, AZ 85251, USA Description Job Title: Client Onboarding Specialist Job Summary: We are seeking a detail-oriented... 
    Suggested
    Full time
    Work experience placement

    Reliance Partners

    Scottsdale, AZ
    2 days ago
  • We are looking for an enthusiastic, driven Client Onboarding Representative to join our growing team. The role is a remote role in Houston, with the expectation that you will connect with other Houston based team members in person for training & meetings when required.... 
    Remote work

    Achilles Information Limited

    Houston, TX
    4 days ago
  •  ...advisory practice located in Troy, MI, is seeking a full-time Client Relationship Manager. The successful candidate will assist Financial...  ...handling client communications, preparing documentation, and onboarding clients. Candidates should hold a Bachelor's degree and possess... 
    Full time
    Work at office

    HRCoach

    Troy, MI
    4 days ago
  • Ameriprise Financial - Washington is looking for an Operations Specialist in Tacoma, WA. This role supports advisors and guides clients through onboarding processes, ensuring efficiency and accuracy. The ideal candidate will have 2-5+ years of experience in client service... 

    Ameriprise Financial - Washington

    Tacoma, WA
    3 days ago
  • Evosus Financial Services is looking for a Client Onboarding & Retention Specialist in Vancouver, WA. This role is crucial in ensuring new clients have a smooth onboarding experience with our software and services. Responsibilities include managing onboarding projects,... 
    Full time

    Evosus Financial Services

    Vancouver, WA
    3 days ago
  •  ...Financial Partners is seeking a dedicated service professional to manage day-to-day aspects of client experiences in Columbus, Ohio. Key responsibilities include onboarding new clients, maintaining client services, and assisting with investment documents. The ideal candidate... 

    Gryphon Financial Partners

    Columbus, OH
    21 hours ago
  • $58k - $72k

    Arrow Financial Group is seeking an Operations Specialist in Tacoma, WA, focused on supporting advisors and guiding clients through onboarding. The ideal candidate has 2-5 years of experience in client service with strong organizational and communication skills. Responsibilities... 
    Flexible hours

    Ameriprise Financia

    Tacoma, WA
    2 days ago
  • Western Alliance Bancorporation is looking for an AAB Client Transition Advisor in Chandler, AZ. This role involves supporting product sales, client onboarding, and educating clients on services. Ideal candidates will have experience in Treasury Management and strong communication... 

    Western Alliance Bancorporation

    Chandler, AZ
    2 days ago
  • Microbac Laboratories, Inc. is looking for a Customer Relationship Specialist to ensure customer satisfaction by managing Tier I and II accounts. This role involves coordinating the customer’s experience from initial setup to ongoing support. The ideal candidate will have... 

    Microbac Laboratories, Inc.

    Warrendale, PA
    2 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
    3 days ago
  • Evosus, inc. is seeking a Client Onboarding & Retention Specialist in Vancouver, WA, to guide new clients through software implementation and provide ongoing support. The ideal candidate will have at least 2 years of experience in client-facing roles, strong organizational... 

    Evosus, inc.

    Vancouver, WA
    21 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
    2 days ago
  • Grant Cardone Enterprises is seeking a Mentor Program Coordinator to ensure a seamless onboarding experience for new corporate clients. This role is pivotal in transitioning clients efficiently into the mentoring ecosystem and involves collaboration across multiple departments... 

    Grant Cardone Enterprises

    Florida, NY
    2 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
    1 day ago
  • A national law firm based in Los Angeles is seeking a Legal Intake Specialist to oversee the onboarding of new clients and matters. This role requires handling conflict-of-interest research and ensuring proper setup of client records. The ideal candidate should have a bachelor... 

    Atrium

    Los Angeles, CA
    1 day ago
  • PowerToFly seeks a Client Service Associate to enhance client relationships and support Financial Advisors. You will engage with clients, ensuring their needs are met through excellent service and communication. The ideal candidate will have a high school diploma or equivalent... 
    Work at office

    PowerToFly

    Virginia Beach, VA
    1 day ago
  • A financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in nurturing client relationships. This role requires strong interpersonal skills, familiarity with financial services... 

    PowerToFly

    Orland Park, IL
    21 hours ago
  • $50.6k - $70.6k

    Citi is seeking a Client Service Associate in Miami, Florida, responsible for managing client onboarding and KYC processes. The CSA will interact with various teams to ensure the best client experience while adhering to compliance and regulatory guidelines. The ideal candidate... 

    Citi

    Miami, FL
    3 days ago
  • Citigroup Inc. is looking for a Client Service Associate (CSA) in Miami, Florida. The CSA will manage client onboarding, ensuring compliance with KYC and AML policies while driving satisfaction through excellent customer service. The ideal candidate will have a Bachelor... 

    Citigroup Inc.

    Miami, FL
    3 days ago
  • A business process outsourcing firm is seeking a Sales Onboarding Consultant to streamline operations for new clients. This role involves leading onboarding conversations, presenting services, and guiding clients through the activation process. Ideal candidates will possess... 

    Virtualite

    Chicago, IL
    3 days 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... 

    Mindlance

    Charlotte, NC
    3 days ago
  •  ...into the home services sector. We pride ourselves on being a client-first agency, helping businesses stand out online and...  ...creativity and strategy combine to drive success. As a Client Onboarding Specialist, you will collaborate with our clients to ensure a seamless... 
    Work at office
    Local area
    Remote work

    BluShark Digital

    Washington DC
    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
    21 hours ago
  • $52k - $62k

    Standish Management UK is seeking an Investor Services Specialist based in Seattle, WA. This position plays a vital role in client engagement and relationship building while assisting with various financial and reporting tasks. The ideal candidate should have a Bachelor... 
    Work at office

    Standish Management UK

    Seattle, WA
    21 hours ago
  • Western Alliance Bank is seeking an AAB Client Transition Advisor in Chandler, AZ. This role involves supporting product sales and onboarding new clients, ensuring a smooth transition process while providing training on services. The ideal candidate will have 2+ years of... 

    Western Alliance Bank

    Chandler, AZ
    2 days ago
  • A leading mortgage company located in Pontiac, Michigan, is seeking a detail-oriented individual for a client service role. Responsibilities include reviewing applications, analyzing client documents, and providing exceptional service. The ideal candidate has 1-2 years... 
    Work at office

    United Wholesale Mortgage

    Pontiac, MI
    2 days ago

Do you want to receive more vacancies?

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