Average salary: $45,080 /yearly

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  • $40k - $50k

     ...re supporting a major financial services provider in hiring an Onboarding Analyst to sit within their Managed Services team, working closely...  ...loan and derivatives onboarding workflows. It's a fast‑paced, client‑facing environment requiring strong organisational skills,... 
    Suggested
    Permanent employment
    Contract work
    Work at office
    2 days per week
    3 days per week

    G MASS Consulting

    Dallas, TX
    1 day ago
  • Job Description A large financial client is looking for a Markets Client Onboarding specialist. This person will manage the end-to-end integration of hedge funds and institutional clients, facilitating account setup across products like Equities, Fixed Income, and Swaps... 
    Suggested

    Insight Global

    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... 
    Suggested

    Mindlance

    Charlotte, NC
    2 days ago
  • $60.3k - $70.9k

     ...you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. As the Client Onboarding Specialist, you will administer our contract process, onboard new customers, and engagements with a handshake between sales and... 
    Suggested
    Contract work
    Work experience placement
    Local area
    Flexible hours

    Armanino

    Dallas, TX
    1 day ago
  • $25 - $30 per hour

     ...Responsibilities Review formation documents (LLC, LP, Corporation, etc.) and client information. Communicate directly with clients or internal...  ...& Experience 2-3 years of experience in account opening, onboarding, or client services (banking preferred). Experience as an... 
    Suggested
    Contract work
    Work at office
    Remote work
    1 day per week

    Mindlance

    Los Angeles, CA
    21 hours ago
  • $22 per hour

    A growing mental health organization is seeking a Client Intake Coordinator in Denver, CO. This role focuses on providing excellent customer...  ...client details and answering inquiries to ensure a positive onboarding experience. Candidates should have 2+ years in customer-facing... 
    Suggested

    Serenity Mental Health Centers

    Denver, CO
    21 hours ago
  • $95k - $125k

     ...built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For...  ...that drive client success across the globe - providing client onboarding, KYC diligence, client outreach, entity data management and sales... 
    Suggested
    Relocation package
    Flexible hours

    Nomura Holdings, Inc.

    New York, NY
    2 days ago
  • $70k - $95k

     ...Client Onboarding Associate Boston, Massachusetts, United States Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations in Singapore, London, and Sydney, we... 
    Suggested
    Contract work
    Casual work
    Work at office
    Flexible hours
    3 days per week

    Acadian Asset Management

    Boston, MA
    3 days ago
  • 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
    3 days ago
  •  ...lifesaving treatment, providers strengthen their financial health, and communities thrive. We are growing quickly and are hiring a Client Onboarding Manager to partner with healthcare organizations nationwide, guiding them through implementation, driving early value... 
    Suggested
    Remote work

    maxRTE

    Austin, TX
    1 day ago
  • $40 - $43 per hour

     ...your 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... 
    Suggested
    Contract work
    Work from home
    Worldwide

    Dexian

    New York, NY
    21 hours ago
  • Open Position: Client Onboarding Manager - Clariti Reports To: Director of Implementations Location: Remote (US Based) About Us: At HST Pathways, we’re passionate about transforming healthcare. Our innovative software empowers surgery centers to provide care that’s not... 
    Suggested
    Contract work
    Remote work
    Flexible hours

    Healthcare Systems and Technologies, LLC

    Nashville, TN
    21 hours ago
  • $90k - $150k

     ...connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our...  ...We are seeking a quality driven creative Client Integration/Onboarding specialist focused around onboarding clients on our Prime Brokerage... 
    Suggested
    Temporary work
    Worldwide

    Morgan Stanley

    New York, NY
    4 days ago
  • $75k - $85k

     ...your recruiter to learn more. Base pay range $75,000.00/yr - $85,000.00/yr Financial Firm in Midtown, Manhattan is seeking a Client Onboarding Analyst for a full-time position! 2+ years of experience in Account On-boarding/Customer Service Serve as primary point of... 
    Suggested
    Full time

    Social Capital Resources

    New York, NY
    3 days ago
  • $90k - $125k

     ...learn more. Base pay range $90,000.00/yr - $125,000.00/yr Top-tier Investment Bank firm in Midtown, Manhattan is seeking a Client Onboarding AVP for a permanent position! Responsibilities: Use strong communication skills (verbal and written) in order to on-board new... 
    Suggested
    Permanent employment
    Full time
    Local area

    Social Capital Resources

    New York, NY
    3 days ago
  • A global financial services firm is looking for Registered Client Service Associates to enhance client relationships, support financial solutions, and ensure exceptional client service. The ideal candidate will have a strong understanding of financial products and branch... 

    Morgan Stanley

    New York, NY
    21 hours ago
  • $65k - $75k

    A global financial services company seeks a Client Services Representative to support their New Accounts team in Chicago, IL. This hybrid role requires strong organizational skills, proficiency in MS Office, and a Bachelor's degree. Responsibilities include responding... 

    Interactive Brokers Group, Inc.

    Chicago, IL
    21 hours ago
  • $25 - $38.46 per hour

    A leading financial services company is looking for a Client Relationship Associate to support their Relationship Manager and field team...  ...service and communication. This role involves managing client onboarding, preparing sales presentations, and identifying client needs.... 
    Hourly pay

    KeyBank

    Westlake, OH
    21 hours ago
  • $59k - $75k

    Position Overview The Client Onboarding Specialist is responsible for the independent, strategic execution of setup, implementation, and adoption of our software solutions. You will collaborate across Sales, Support, Customer Success, and other stakeholders to deliver high... 
    Full time
    Work at office

    FRONTSTEPS

    Denver, CO
    21 hours ago
  •  ...mental health services provider in Goodyear, Arizona is seeking a Client Intake Coordinator. In this full-time role, you will serve as...  ...point of contact for clients, ensuring they have a positive onboarding experience. Ideal candidates should have at least 2 years in customer... 
    Full time

    Serenity Mental Health Centers

    Goodyear, AZ
    21 hours ago
  • A mental health service provider in Austin, Texas, is seeking a Client Intake Coordinator to deliver exceptional customer service. The role involves guiding clients through their onboarding journey, handling inquiries, and maintaining organized records. Candidates should... 

    Serenity Mental Health Centers

    Austin, TX
    21 hours ago
  • A leading consulting firm based in Houston is looking for a Virtual Client Onboarding Representative. In this role, you’ll serve as the first point of contact for clients, helping them explore financial solutions. You will engage clients through calls and emails, maintain... 
    Remote job

    Nuvant Consulting Group

    Houston, TX
    21 hours ago
  • A prominent investment advisory firm in San Antonio is seeking a Client Service Associate to support their client relationship team. This entry-level position involves assisting with client onboarding, processing financial transactions, and maintaining client accounts.... 

    Sendero Wealth Management

    San Antonio, TX
    1 day ago
  • $33 - $34.55 per hour

    A consulting firm in New York is seeking an Associate in Finance to coordinate client transitions and account maintenance. The role requires supporting client inquiries, managing communications, and preparing reports. The ideal candidate will proactively meet client needs... 
    Hourly pay
    Contract work

    Net2Source (N2S)

    New York, NY
    1 day ago
  • A global financial institution is seeking a Client Onboarding Associate Analyst in New York. This role involves working directly with clients to ensure a seamless onboarding experience, while also coordinating with internal teams to meet regulatory standards. Requires a... 
    Full time

    Citibank (Switzerland) AG

    New York, NY
    1 day ago
  • A healthcare organization in Texas is seeking a Client Intake Coordinator to provide exceptional customer service to new and existing...  ...you will be the primary contact, guiding clients through their onboarding journey. Ideal candidates will have a passion for helping others... 

    Serenity Healthcare

    Frisco, TX
    2 days ago
  • $18 per hour

     ...company. Working alongside our team, you’ll gain valuable, hands‑on experience across the business. About This Internship As a Client Onboarding Intern, you will dive into the heart of our business and gain hands‑on exposure to how client experience drives success—from... 
    Part time
    Internship
    Summer internship
    Work at office
    Remote work

    Popmenu

    Atlanta, GA
    2 days ago
  • $55k - $75k

     ...is seeking an Enterprise Solutions Associate to support the Enterprise Solutions team. Responsibilities include assisting with client onboarding, maintaining CRM data, and providing administrative support. The ideal candidate will have a Bachelor's degree in a relevant... 
    Remote work

    Capital Bancorp, Inc. dba Windsor Advantage, LLC

    Chicago, IL
    2 days ago
  • Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build... 
    Temporary work

    JPMorgan Chase

    Tempe, AZ
    2 days ago
  • A leading financial institution in Tempe is seeking a Client Onboarding Associate to enhance the onboarding experience for clients transitioning to new banking platforms. The role involves leading strategic initiatives, resolving complex issues, and driving continuous improvement... 

    JPMorganChase

    Tempe, AZ
    3 days ago