17 client onboarding specialist jobs at 12 companies in Cold Spring, NY
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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
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
5d
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Wealth National Client Onboarding Specialist - New York, NY
New York City, New York, United States
$88k-$133k/yr HybridFull Time
5+ YOERequires 5–8 years of relevant experience, strong client service and problem-solving skills, Series 7 and 63 or 66 licenses, and a bachelor's degree or equivalent experience.
5d
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Wealth National Client Onboarding Specialist - New York, NY
New York City, New York, United States
$88k-$133k/yr HybridFull Time
5+ YOERequires 5–8 years of relevant experience, a bachelor's degree or equivalent experience, strong client service and problem-solving skills, and Series 7 plus Series 63 or 66 licenses.
5d
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Wealth National Client Onboarding Specialist - New York, NY
New York City, New York, United States
$88k-$133k/yr HybridFull Time
5+ YOERequires 5–8 years of relevant experience, Series 7 and 63 or 66 licenses, and a bachelor's degree or equivalent experience. Strong client service, critical thinking, communication, and relationship-building skills required.
3mo
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Global Payroll Onboarding Specialist
New York City, New York, United States
$60k-$85k/yr OnsiteFull Time
2+ YOE2+ years in implementation/onboarding/payroll operations; strong client-facing, detail-oriented; experience with payroll systems and cross-functional collaboration.
Payroll systems, HRIS, Spreadsheets, Ticketing systems, Project management tools
2mo
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FCM Onboarding Specialist
New York, New York, United States
$100k-$130k/yr OnsiteFull Time
3+ YOE3+ years of FCM onboarding experience; strong KYC/AML knowledge; US regulatory compliance focus; excellent client service; ability to multitask; authorized to work in the US; salary range disclosed.
KYC, AML, Regulatory Compliance
2mo
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Futures & Clearing Onboarding Specialist
New York, New York, United States
$100k-$130k/yr OnsiteFull Time
3+ YOE3+ years FCM account onboarding experience, detailed knowledge of US onboarding and FINCEN standards, strong client engagement, attention to detail, and authorized to work in the US.
2w
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Travel Systems & Client Onboarding Specialist - Wayne NJ
Wayne or United States
$55k-$75k/yr HybridFull Time
Hands-on Amadeus or Sabre experience, live group training skills, travel or hospitality operations background, strong attention to detail, and experience troubleshooting with vendors and platform engineers.
Atriis, Amadeus, Sabre, SAP Concur Travel, Cytric Travel, Cytric Easy, GetThere
2w
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Client Implementation Specialist
New York City, New York, United States
$100k-$135k/yr HybridFull Time
6+ YOERequires 6+ years in prime brokerage, institutional onboarding, client implementation, or financial markets operations; project management skills and a bachelor's degree in finance, economics, business, or a related field.
KYC, AML
1mo
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Asset Management - Client Service - Institutional Contract Specialist - Associate
New York or Jersey City
$86k-$150k/yr OnsiteFull Time
2+ YOE2-5 years experience in contracts or client onboarding, ability to interpret and negotiate contract terms, strong analytical writing, risk awareness, and experience with contract/workflow systems.
Contract Lifecycle Management
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Listed Derivatives Execution Solutions – Client Facing Product & Solutions Specialist - Vice President
New York City, New York, United States
$170k-$210k/yr HybridFull Time
Bachelor's degree, experience in electronic trading and listed derivatives, knowledge of algorithmic trading, client onboarding, trade execution and regulatory rules.
2mo
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Implementation Specialist
New York City, New York, United States
OnsiteFull Time
2+ YOE2+ years implementing or onboarding payroll/HRIS/PEO/EOR systems preferred; strong organization, client communication, attention to detail, and ability to manage multiple implementations concurrently.
6d
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Director, Solutions Specialist - Structured Finance
New York City or Chicago or San Francisco
$136k-$197k/yr OnsiteFull Time
5+ YOE5+ years in structured finance, securitization analytics, or client-facing financial services; structured credit expertise; client demonstrations, RFP/RFI, onboarding, and communication skills; bachelor's degree required.
Moody's Structured Finance Portal, Structured Finance Workstation, CDONet, Bloomberg, Trepp
1mo
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Cross-Product Transition Management - Assistant Vice President
New York, New York, United States
$65k-$118k/yr HybridFull Time
Experience in client onboarding/transition management, strong stakeholder management, requirement capture, knowledge of onboarding processes for cleared OTC/listed derivatives, Excel and PowerPoint proficiency; bachelor’s degree preferred.
Microsoft Excel, PowerPoint
1w
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Product Support Specialist
Miami or New York City or Denver or Dallas
$20-$31/hr RemoteFull Time
Technical support, client onboarding, or healthcare/technology operations experience preferred. Requires organized problem-solving, accurate configuration, documentation, clear communication, and ability to work independently and escalate issues appropriately.
Single Sign-On (SSO), Client Implementation Hub (CIH), H1, ClearCost, Iterable
5d
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Let's begin! Director, Solutions Specialist - Structured Finance (14496)
New York City, New York, United States
$136k-$197k/yr OnsiteFull Time
5+ YOE5+ years in structured finance, securitization analytics, or client-facing financial services; structured credit asset-class knowledge; product demonstrations, RFP/RFI, onboarding, and client engagement experience; bachelor's degree required.
Artificial intelligence, Structured Finance Portal, Structured Finance Workstation, CDONet
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