140 client onboarding specialist jobs at 111 companies in United States
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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
3d
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Client Onboarding Specialist
United States
RemoteFull Time
2+ YOERequires 2–4 years of client onboarding, training, or project management experience; bachelor's degree or equivalent; strong communication, software aptitude, and MS Office and CRM proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, HubSpot
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
1mo
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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
3w
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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
1mo
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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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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.
1mo
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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
4d
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Client Onboarding Specalist
Chicago, Illinois, United States
$61k-$100k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; 3+ years in financial services, operations, onboarding, client service, or project management; strong organization, communication, problem-solving, accuracy, and stakeholder presentation skills.
dashboards
2w
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Client Onboarding Specialist
Northbrook, Illinois, United States
$36-$41/hr HybridFull Time
2+ YOE2+ years RIA or financial services operations experience; Series 65/66 preferred; familiarity with custodial and advisory documentation; strong attention to detail and communication.
Schwab, Fidelity, LPL Financial, Envestnet, SEI, AssetMark, Orion Portfolio Solutions, Orion, Dispatch, Microsoft Dynamics CRM
3w
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Client Onboarding Specialist
Chicago or Royal Oak or New York City or San Francisco
$47k-$67k/yr HybridFull Time
2+ YOE2+ years customer success experience, bachelor\u0002s degree required, executive communication, project management, Salesforce familiarity, strong analytical and stakeholder coordination skills.
Salesforce
1mo
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
High school diploma required; associate or bachelor in business/marketing/communications/real estate preferred. Strong communication, cold-calling, attention to detail, CRM (Salesforce) and MS Office proficiency; internship or academic office/phone experience required.
Salesforce, Forecasa, LinkedIn, Microsoft Office
1mo
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Client Onboarding Specialist
New Orleans or Chicago
$50k-$65k/yr OnsiteFull Time
2+ YOEBachelor’s degree, 2+ years related experience, strong communication and problem-solving, Microsoft Office and Google Suite proficiency, ability to travel including overnight.
Microsoft Word, Microsoft Excel, Google Mail, Google Docs, Google Sheets, Google Drive
1mo
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
Experience with CRM (Salesforce) and MS Office, strong written and verbal communication, cold calling, attention to detail, ability to work independently and in a team; high school diploma required; associate's or bachelor's in related fields preferred.
Salesforce, Forecasa, LinkedIn, Microsoft Office, LOS
1w
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Client Onboarding Specialist - Remote
United States
RemoteFull Time
Associate degree or equivalent experience; project management, problem-solving, presentation and communication skills; experience with Salesforce and ChurnZero or Gainsight; process improvement and client-facing experience.
Salesforce, ChurnZero, Gainsight
3mo
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Beck Technology - Client Onboarding Specialist
Dallas, Texas, United States
HybridFull Time
1+ YOE1-3 years construction industry experience; knowledge of DESTINI Suite; proficient in Microsoft Excel; willing to travel 5-10%; hybrid/remote in Dallas; customer onboarding focus; no visa sponsorship.
DESTINI Suite, Microsoft Excel
3w
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Manager-Client Onboarding Specialist
The Woodlands, Texas, United States
OnsiteFull Time
5+ YOE3+ Mgmt5+ years in SaaS implementation or HR tech, 3+ years people management, capacity planning, CRM/KPI-driven process improvement, and ability to de-escalate high-risk projects.
UKG, Ceridian Dayforce, Workday, isolved
2w
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Client Onboarding Specialist I
Ada, Oklahoma, United States
OnsiteFull Time
2+ YOE2 years customer service experience, proficiency with Word/Excel/PowerPoint, good typing and 10-key skills, strong verbal/written communication, multitasking, confidentiality, and problem-solving.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3mo
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Wealth Client Onboarding Specialist
Poughkeepsie, New York, United States
$55k-$70k/yr HybridFull Time
2+ YOEBachelor’s degree preferred or equivalent experience; 2+ years in financial services or client service; knowledge of account opening procedures, ACAT transfers, custodial platforms; CRM familiarity; strong communication, organization, and multi-tasking skills; MS Office; Vertafore a plus; insurance licenses and ongoing education required.
Microsoft Office, CRM systems, Black Diamond/Salentica, Vertafore
2d
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ICLS - Client Onboarding - GB Onboarding Specialist
New York City, New York, United States
$120k-$145k/yr OnsiteFull Time
5+ YOEIdeally a four-year degree and five years of institutional-client KYC experience; requires AML knowledge, regulatory understanding, strong analysis, communication, organization, research, and PC skills.
Microsoft Office, Artificial intelligence (AI)
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