PromotedHiringCafe
Founding Head of Recruiting
Cupertino, CA, US
$130k-$300k/yr On-SiteFull Time
Build HiringCafe's elite talent acquisition engine: sourcing, assessment, and closing top 1% engineering, product, and growth talent.
1w
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Client Onboarding Lead
Pennsylvania or New Jersey or Delaware
RemoteFull Time
5+ YOELead full onboarding lifecycle for institutional clients, coordinate communications, analyze client structures, gather documentation, track milestones; Bachelor's degree and 5+ years experience required.
Microsoft 365, Adobe, DocuSign, web browsers
3w
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Client Onboarding Associate
New York or St. Petersburg
$70k-$85k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent required; client onboarding or financial services experience preferred; strong client service, communication, analytical skills; knowledge of KYC/AML and onboarding processes; proficiency with Microsoft Office and SharePoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
2mo
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Client Onboarding Coordinator
Aventura, Florida, United States
$24-$25/hr OnsiteFull Time
Experience in client relations, onboarding, or customer support; strong communication; ability to manage multiple workflows; familiarity with Zendesk or CRM; organized and proactive; onboarding facilitation skills.
Zendesk, CRM (HubSpot or similar), Google Workspace, Microsoft Office
1w
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Client Onboarding Specialist
Fort Myers, Florida, United States
HybridFull Time
2+ YOEBachelor's or 2+ years relevant experience, 2 years in financial sector preferred, strong communication, Microsoft Office and Salesforce proficiency, ability to manage client correspondence and onboarding.
Microsoft Office Suite, Salesforce
2mo
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Client Onboarding Associate
Nashville, Tennessee, United States
OnsiteFull Time
Client onboarding role requiring technical aptitude, strong customer service, valid driver’s license, ability to lift up to 100 pounds, and willingness to learn and be certified on products.
Printer, Copier, Network, MSP stack
1mo
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Client Onboarding Specialist
Atlanta, Georgia, United States
$21-$28/hr RemoteFull Time
2+ YOE2+ years client-facing onboarding or account coordination experience; proficiency with Microsoft Office and CRM systems; strong verbal/written English, organization, attention to detail, and problem-solving.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM, Salesforce, HubSpot
2w
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Client Onboarding Specialist
United States or North America
RemoteFull Time
2+ YOE2+ years client-facing Sales/SDR experience preferred, familiar with HubSpot or Pipedrive, strong written/verbal English, proactive communicator, detail-oriented, and able to manage multiple accounts through onboarding playbooks.
HubSpot, Pipedrive
1w
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Client Onboarding Coordinator
Lisle, Illinois, United States
HybridFull Time
Coordinate client onboarding meetings and schedules, gather setup information, liaise with internal teams, perform quality checks, and use Microsoft Word/Excel/PowerPoint. Strong organization, attention to detail, and ability to manage multiple projects required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
4d
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Remote Client Onboarding Specialist
United States
RemoteFull Time
Experience in client onboarding, account management, or client support preferred; strong communication, relationship-building, and independent remote work skills required.
CRM
3w
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Analyst I, Client Onboarding
Wilmington, North Carolina, United States
$50k-$63k/yr OnsiteFull Time
2+ YOEBachelor's degree (or equivalent), 2+ years onboarding/implementation or related client-facing experience, strong communication, organization, problem-solving, and proficiency with Microsoft Office and onboarding/CRM tools.
Microsoft Office
4w
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Associate, Client Onboarding Specialist
Foster City, California, United States
$70k-$100k/yr HybridFull Time
1+ YOEBachelor's degree required; 1+ years client service/onboarding or financial services experience preferred. Strong communication, organization, attention to detail, judgment, and client-service mindset. Salesforce experience a plus.
Salesforce
3w
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Head of Client Onboarding
United States
RemoteFull Time
5+ YOE5–10 years onboarding/KYB/operations experience at a fintech/PSP/neobank/payments firm; deep KYB and corporate entity knowledge; experience with automation and working with engineering; strong written communication.
2d
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Client Onboarding Specialist
United States
$48k-$56k/yr RemoteFull Time
2+ YOE2+ years banking or treasury management experience; knowledge of business account opening, documentation review, and treasury products; strong attention to detail and ability to manage multiple onboarding requests.
2w
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
Identify, recruit, and onboard correspondent lenders; maintain CRM records; perform due diligence and document collection; coordinate demos/trainings; strong communication and cold-calling skills; proficiency with Salesforce and MS Office.
Salesforce, Forecasa, LinkedIn, Microsoft Office
1mo
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Senior Associate, Client Onboarding
Boston, Massachusetts, United States
$100k-$115k/yr HybridFull Time
7+ YOE7+ years in financial services/private equity with client service and onboarding experience; strong communication, analytical and multitasking skills; proficiency with Salesforce and Microsoft suite; knowledge of subscription/KYC and closed-ended vehicles.
Salesforce, Microsoft suite
2d
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Client Onboarding Liaison
United States
RemoteFull Time
2+ YOE2+ years in onboarding/implementation or customer-facing roles, dental industry experience preferred, strong communication and organizational skills, ability to work remotely and manage multiple projects; Open Dental/Flex Dental experience and bilingual Spanish preferred.
Open Dental, Flex Dental
2w
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Manager, Client Onboarding
Houston or Falls Church
OnsiteFull Time
3+ YOE2+ MgmtBachelor's degree or equivalent; 3+ years in onboarding/implementation/operations with at least 2 years managing a team; experience managing distributed employees; strong attention to detail, multi-system aptitude, and excellent communication; willing to pass background/drug screening and maintain state-required certifications.
1mo
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Client Onboarding Specialist
Overland Park or United States
$50k-$69k/yr RemoteFull Time
2+ YOE2+ years experience in financial services operations preferred, knowledge of investment products and ACAT/IRA processes, strong communication, critical thinking, organization, and ability to handle complex client operations.
2w
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Client Onboarding Specialist
Vancouver, Washington, United States
$25-$29/hr HybridFull Time
2+ YOE2+ years client-facing experience in software/SaaS preferred; strong project management, training, communication skills; proficiency in Microsoft Excel and Google Workspace; ability to manage multiple implementations and travel occasionally.
Microsoft Excel, Google Workspace, LOU
2w
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Client Data Onboarding Specialist
Salt Lake City, Utah, United States
$106k-$132k/yr RemoteFull Time
5+ YOE5+ years client-facing onboarding experience in FinTech/financial advisory, professional Spanish and English, strong communication, technical aptitude, Salesforce/Jira/Google Suite familiarity.
Salesforce, Jira, Google Suite
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