28 client onboarding jobs at 25 companies in Los Angeles, CA
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Associate, Client Onboarding Specialist
Los Angeles, California, United States
$70k-$100k/yr HybridFull Time
1+ YOEBachelor's degree required. 1-3 years relevant client service/onboarding/operations experience preferred. Strong communication, organization, attention to detail, Salesforce experience a plus.
Salesforce
1mo
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Client Onboarding Implementation Manager Senior Associate
Irvine or Plano
$75k-$107k/yr OnsiteFull Time
3+ YOE3+ years managing client onboarding and strategic initiatives, proficiency in data/tech literacy, conflict management, continuous improvement and stakeholder influence; travel ~10%.
1w
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Advisor Onboarding Specialist
Los Angeles or Dallas or Culver City or San Francisco
$79k-$113k/yr HybridFull Time
4+ YOERequires 4+ years in implementation, onboarding, transitions, or client-facing operations; Series 7 and 63 licenses; wealth management knowledge; project management, communication, organization, and cross-functional leadership skills.
Salesforce, Google Workspace, Microsoft Excel
1mo
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Vice President, Client Solutions (Alternatives & Wealth)
Santa Monica or Pittsburgh or Chicago or New York City
$110k-$175k/yr HybridFull Time
8+ YOEBachelor's or equivalent, 8+ years in client services/relationship management in financial services, strong investment product knowledge, Excel proficiency, KYC/onboarding and regulatory familiarity, excellent communication and analytical skills.
Microsoft Excel
1d
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Private Client Services Officer
Santa Ana, California, United States
$45k-$67k/yr OnsiteFull Time
3+ YOERequires a high school diploma, 3 years of new accounts and banking experience, knowledge of account onboarding, regulatory requirements, Treasury Management, banking systems, and Microsoft Office.
Microsoft Word, Microsoft Excel, Remote Deposit Capture (RDC)
1mo
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Service Client Specialist to the Managing Partner
Glendale, California, United States
$65k-$80k/yr OnsiteFull Time
5+ YOE5+ years executive support or operations experience, advanced Microsoft Office skills, calendar/travel/meeting management, recruiting/onboarding coordination, strong communication, confidentiality, and FINRA pre-hire fingerprinting requirement.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, ChatGPT, Microsoft Co-Pilot
2w
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Client Experience Associate SAFE ACT - AVP - LOS ANGELES
Los Angeles, California, United States
$94k-$141k/yr HybridFull Time
5+ YOE5+ years finance experience preferred, FINRA SIE/Series 7/66 (or 63 & 65) required within 150 days, bachelor's degree or equivalent preferred, strong analytical and communication skills, KYC/onboarding experience.
2w
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Client Experience Associate SAFE ACT - AVP - LOS ANGELES
Los Angeles, California, United States
$94k-$141k/yr HybridFull Time
5+ YOE5+ years relevant experience in wealth management/financial services; strong analytical, interpersonal, and communication skills; KYC/onboarding and compliance experience; FINRA SIE, Series 7 and Series 66 (or Series 63 & 65) required or must be obtained within 150 days; bachelor’s degree or equivalent experience.
3w
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Senior Registered Client Service Associate (Newport Beach, CA)
Newport Beach, California, United States
$55k-$80k/yr OnsiteFull Time
5+ YOEHigh school diploma and ~5 years financial services experience; SIE, Series 7 and state registrations; strong communication, CRM and Excel skills; ability to manage onboarding, trading, and advisor support.
Client Relationship Management (CRM), Microsoft Excel
2w
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Pet Sitter
Los Angeles, California, United States
FieldPart Time
Complete the online application to become a sitter; follow company onboarding and client instructions.
3mo
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Financial Services Administrative Coordinator
Upland, California, United States
$36k-$50k/yr OnsiteFull Time
Administrative and client-service support in a wealth-management context; scheduling, document management, onboarding, and communication.
2mo
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Outside Sales Consultant / Business Performance Advisor
Woodland Hills, California, United States
$103k-$118k/yr FieldFull Time
Consultative selling to small and midsized businesses, building executive relationships, meeting sales goals, completing client paperwork, and facilitating new-client onboarding; strong communication and business acumen.
3w
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Group Health Coordinator CA07172026
Encino, California, United States
OnsiteFull Time
Supports benefits quoting, binding, onboarding, and client servicing; requires benefits/insurance knowledge, strong organization, communication, and Microsoft Office skills.
EASE, Microsoft Excel, Microsoft Word, Microsoft Outlook
2mo
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Manager of Legal Engagement
Los Angeles or Washington or San Francisco or New York or Silicon Valley
$150k-$180k/yr OnsiteFull Time
5+ YOEBachelor's degree required; JD preferred. 5+ years in a law firm or client-centered professional services environment with staffing, onboarding, or practice management experience.
Microsoft Office, Law firm practice management systems
2w
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Scheduling Coordinator | ABA
El Segundo, California, United States
$20-$23/hr OnsiteFull Time
Manage scheduling for a region, optimize authorized hours, communicate with clients and staff, meet KPIs, and support onboarding; Microsoft Office proficiency and strong communication and organizational skills required.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Customer Service Representative
Rancho Cucamonga, California, United States
$69k/yr OnsiteFull Time, Part Time
Provide client-facing support for financial advisor: maintain records, coordinate appointments, contact institutions, assist onboarding; strong communication, Excel/Sheets proficiency, attention to detail.
Microsoft Excel, Google Sheets
1w
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Implementation Project Manager
Camarillo, California, United States
$90k-$95k/yr OnsiteFull Time
4+ YOERequires 4+ years in implementation, onboarding, or project management at a SaaS or proptech company; end-to-end project delivery, CRM experience, technical aptitude, and strong client communication.
Salesforce, ZenDesk, Dialpad, Confluence, Google Workspace
1w
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Manager of Legal Engagement
New York City or San Francisco or Los Angeles or Silicon Valley or Washington, D.C.
$150k-$180k/yr OnsiteFull Time
5+ YOEBachelor’s degree and 5+ years in a law firm or client-centered professional services environment, with attorney staffing, engagement, onboarding, or practice management experience; Microsoft Office proficiency required.
Microsoft Office
3w
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Accounts Payable Specialist
Miami or Tampa or Orlando or New York City or Oakland or Costa Mesa or Los Angeles
$65k-$70k/yr HybridFull Time
3+ YOE3+ years digital advertising experience, payments and AP lifecycle experience, client onboarding/training, strong analytical and product sense, BA/BS preferred, high English proficiency.
Everflow Pay, Tipalti, Veem
2mo
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Partnerships Associate
New York City or San Francisco or Los Angeles or United Kingdom or Ireland or Poland or Germany or Australia or United States or North America or Europe
$80k-$125k/yr HybridFull Time
Client-facing experience (up to 3 years) in a fast-paced environment, seller outreach/onboarding, partnership and growth execution, basic SQL/data skills, strong project management and communication.
SQL
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