18 client onboarding jobs at 15 companies in Washington, DC
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
1mo
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REGIONAL MANAGING DIRECTOR, CLIENT SERVICE
New York or Atlanta or Reston
$175k-$250k/yr OnsiteFull Time
10+ YOE5+ MgmtBachelor's or equivalent; 10+ years in financial services supporting ultra-high-net-worth clients; 5+ years leading client service teams; experience with onboarding, operations, risk oversight; willingness to travel 10–20%.
Fidelity, Pershing, Schwab, Salesforce, Addepar, Power BI
2w
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Client Success & Enablement Specialist
Baltimore, Maryland, United States
HybridFull Time
3+ YOEBachelor's or equivalent,3+ years in client success/account management/support (SaaS preferred),experience with onboarding/training,CRM and support tools,strong communication,technical fluency,ability to manage proactive and reactive work.
Dataiku, Snowflake, AWS, Atlassian: Jira, Confluence, Keras, PyTorch, scikit-learn, Bitbucket, CICD, Sigma, Boomi, dbt Cloud, Hightouch, HubSpot, ZenDesk, Python, Jinja, SQL, Rust, Java, C++, R, SAS, Stata, Matlab, JMP
1mo
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REGIONAL MANAGING DIRECTOR, CLIENT SERVICE
New York or Atlanta or Reston
$175k-$250k/yr OnsiteFull Time
10+ YOE5+ Mgmt10+ years in financial services supporting UHNW advisors,5+ years leading client service teams,experience with onboarding/account maintenance,risk oversight,strong communication and analytical skills,10–20% travel.
Fidelity, Pershing, Schwab, Salesforce, Addepar, Power BI
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Private Wealth Management Registered Client Service Associate
Washington, District of Columbia, United States
$33k-$85k/yr OnsiteFull Time
Provide client service and administrative support for financial advisors, execute money movement and account tasks, onboard and maintain accounts, familiarity with financial products; Series licenses preferred; 2+ years industry experience preferred; advanced Microsoft Office skills.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Client Experience Senior Analyst SAFE ACT - WASHINGTON
Washington, District of Columbia, United States
$94k-$141k/yr OnsiteFull Time
5+ YOE5+ years relevant experience in financial services; strong analytical and interpersonal skills; FINRA SIE, Series 7 and Series 66 (or 63 & 65) required or to be obtained within 150 days; bachelor’s degree or equivalent experience; KYC/onboarding and compliance experience.
3d
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VP, Team Manager Regulatory Onboarding
Baltimore or Hong Kong or London or Tokyo or New York City
$93k-$140k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years in financial services or related operations. Requires regulatory knowledge, risk management, problem-solving, stakeholder communication, organization, and client focus.
2mo
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Junior Cloud Engineer (Hybrid)
Herndon, Virginia, United States
$80k-$95k/yr HybridFull Time
2+ YOEHands-on with Microsoft 365 and Azure; device management, client onboarding, cloud setup; basic migration concepts; strong documentation and communication; security clearance required.
Microsoft 365, Azure, Intune, SharePoint, Purview, Defender, Entra ID, PowerShell
4w
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Outside Sales Consultant / Business Performance Advisor
Columbia, Maryland, United States
$79k/yr FieldFull Time
Consultative salesperson for small and midsized businesses with relationship-building, business acumen, prospecting, and closing skills; able to call on business owners and manage client onboarding.
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
3w
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Relationship Banker
Fredericksburg, Virginia, United States
$20-$22/hr OnsiteFull Time
Opens and services consumer and business accounts, assists with loans and deposits, refers to specialists, performs teller duties when needed, and supports sales and client onboarding.
1mo
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Part Time - Registered Nurse
Fairfax, Virginia, United States
OnsitePart Time
Current RN license in good standing, strong communication and client-education skills, HIPAA compliance, attention to safety and ability to support provider onboarding after training.
2d
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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
1w
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API Implementation Specialist
Washington, District of Columbia, United States
$95k-$110k/yr HybridFull Time
2+ YOERequires 2+ years in technical implementation or client onboarding, Postman, JSON, REST APIs, webhooks, API testing, strong communication and analytical skills, and a bachelor's degree or equivalent experience.
Postman, JSON, REST APIs, webhooks
2w
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Senior Business Banking Relationship Manager (LO)
McLean, Virginia, United States
$104k-$168k/yr OnsiteFull Time
4+ YOE4+ years banking experience; ability to source and onboard business clients, manage portfolios, assess credit and structure secured/unsecured solutions; strong communication and Microsoft Office skills.
Microsoft Office
4d
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Bus Negotiations Cons III
Columbia or Minneapolis or Saint Paul or Charlotte or New York City or New Jersey
$119k-$150k/yr HybridFull Time
Bachelor's degree or equivalent work experience. Requires expertise in complex deal negotiation, relationship management, compliant business onboarding, risk assessment, client service, and cross-functional collaboration.
1mo
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Risk Management Analyst
St. Louis or Washington
HybridFull Time
4+ YOE4+ years legal administrative experience; perform client intake, file transfers, conflict checks, Intapp data entry, and onboarding; high school diploma required; associate degree or paralegal certification preferred.
Intapp
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Manager, Tech Learning Project Manager
Richmond or McLean
$138k-$173k/yr OnsiteFull Time
3+ YOEBachelors degree,3+ years client-facing consulting,2+ years learning & development,1+ year project management and learning strategy experience; stakeholder management, onboarding for technical roles, and learning design experience.
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