1,129 Client Onboarding jobs in the United States

U.S. Based applicants only

• Not an HR position *

The Client Onboarding Coordinator plays a crucial role in facilitating the successful launch of a new dealer website(s). This position involves a range of responsibilities, including coordinating initial meetings with clients, gathering essential information and requirements, and overseeing the design and development process. The coordinator ensures that all project milestones are met, communicates updates to clients, and addresses any questions or concerns that arise during the onboarding phase.

• Arranging and conducting a client onboarding strategy meeting. 

• Creating schedules for clients with a clear timeline of when things are due from or to the client.

• Assisted with the completion of all necessary setup documents.

• Acting as the liaison between the client and all other internal teams.

• Tracking all work and its completion through various company systems.

• Ability to clearly and confidently discuss company or third-party products/tools.

• Completion of multiple quality checks throughout the process. Facilitating the actual “Go Live” of the website and transfer of clients post-launch to the Account Executive Team.

• Highly organized self-starter who quickly adapts to processes and maintains excellent attention to detail.

• Ability to work under pressure and handle multiple projects in different phases.

• Proficient in Word, Excel, and PowerPoint.

Employee Benefits (after a waiting period):

• Hybrid Schedule 

• Medical, Dental, Vision

• 401K with company match 

• 10 Paid Holidays 

• PTO and Vacation time off

• Paid Paternal Leave

DEP’s Top 5:

• Award-winning company recognized within the automotive industry

• Collaborative culture

• Numerous areas for growth

• Engaging work environment

• In-person company/team events

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At Entyre Care, we are committed to empowering and supporting family caregivers by providing emotional and financial support while they care for their loved ones. With years of expertise in Structured Family Caregiving (SFC), we provide the resources and guidance caregivers need to enable their loved ones to live with dignity and independence in their own home. Entyre Care respects and values the vital role family caregivers play and strives for fair compensation, allowing them to focus on providing the highest level of care and support.

Position Overview:

We are seeking a detail-oriented and organized Customer Success Specialist to manage the day-to-day administrative operations of our customer success processes. In this role, you will ensure that our customers receive seamless service by maintaining accurate records, streamlining workflows, and supporting internal teams with data and insights. Your focus on operational excellence will contribute to creating an exceptional customer experience.

Key Responsibilities:

• Customer Data Management: Maintain and update customer information in our CRM system, ensuring accuracy and reliability for internal teams.
• Process Coordination: Organize and oversee customer onboarding, renewals, and follow-up schedules to ensure timely and efficient service delivery.
• Reporting & Insights: Generate and analyze reports on customer engagement, satisfaction, and retention metrics to inform team strategies and decision-making.
• Documentation & Resources: Create and maintain clear, organized documentation for customer success workflows, FAQs, and support resources.
• Task Prioritization: Manage customer requests, escalations, and follow-ups, ensuring issues are routed to the appropriate team members and resolved promptly.
• Administrative Support: Assist in coordinating team activities, including scheduling meetings, preparing agendas, and maintaining task tracking systems.
• Process Improvement: Identify opportunities to improve customer success operations and propose efficient solutions to optimize workflows.
• Cross-Functional Collaboration: Work closely with sales, support, and product teams to ensure seamless communication and alignment of administrative processes.

Qualifications:

• Strong organizational and multitasking skills with excellent attention to detail.
• Experience in administrative support, customer success, or operations roles.
• Bilingual, fluent Spanish and English is a plus.
• Ability to create and manage reports, dashboards, and performance metrics.
• Excellent communication skills, both written and verbal.
• A proactive approach to problem-solving and process improvement.
• Familiarity with customer service principles and a strong commitment to supporting internal and external stakeholders.
• Strong organizational skills with the ability to manage multiple tasks and priorities
• Self-motivated and proactive in identifying and solving problems
• Familiarity with Medicaid programs is a plus.

As an Onboarding Associate within JPMorganChase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.

Job responsibilities

• Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
• Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
• Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
• Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
• Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.

Required qualifications, capabilities, and skills

• Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience.
• Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
• Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
• Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
• Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.

Preferred qualifications, capabilities, and skills

• Skilled in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders.
• Proficient in managing projects to ensure timely and successful client onboarding while maintaining anti-fraud awareness.
• Adept at fostering digital literacy within the team to enhance technology use in the onboarding process.
• Experienced in implementing cybersecurity measures to protect client data during onboarding.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

As an Client Onboarding Associate within Commercial & Investment Bank, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.

Job responsibilities

• Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
• Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
• Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
• Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
• Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.

Required qualifications, capabilities, and skills

• Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience.
• Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
• Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
• Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
• Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.

Preferred qualifications, capabilities, and skills

• Skilled in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders.
• Proficient in managing projects to ensure timely and successful client onboarding while maintaining anti-fraud awareness.
• Adept at fostering digital literacy within the team to enhance technology use in the onboarding process.
• Experienced in implementing cybersecurity measures to protect client data during onboarding.

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Please note this role is not eligible for employer immigration sponsorship.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required to visit clients and internal partners.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Chicago,IL $75,050.00 - $07,000.00 / year; Irvine,CA 75,050.00 - 107,000.00 / year

As an Client Onboarding Associate within Commercial & Investment banking, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.

Job responsibilities

• Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
• Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
• Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
• Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
• Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.

Required qualifications, capabilities, and skills

• Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience.
• Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
• Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
• Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
• Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.

Preferred qualifications, capabilities, and skills

• Skilled in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders.
• Proficient in managing projects to ensure timely and successful client onboarding while maintaining anti-fraud awareness.
• Adept at fostering digital literacy within the team to enhance technology use in the onboarding process.
• Experienced in implementing cybersecurity measures to protect client data during onboarding.

Please note this role is not eligible for employer immigration sponsorship.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required to visit clients and internal partners.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

For over 25 years, G&A Partners has been helping entrepreneurs grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven HR solutions and technology. A growing, Houston-based professional services firm, G&A Partners is currently seeking an Onboarding Project Manager to join its team at the corporate office, G&A satellite office, or in a fully remote setting.

A competitive compensation and benefits package is available to include health benefits and 401(k), recognition awards and bonuses and the opportunity to work for a highly respected and award-winning company.

The Client Onboarding Project Manager is the primary liaison between new clients, internal and sales staff during the new client onboarding process. This position oversees the transition of new clients onto the G&A Platform by using a consultative approach to assess current state, map to the PEO co-employment structure and develop solutions where gaps exist. Manages client expectations throughout onboarding, anticipates and provides solutions to client issues to ensure a smooth transition. Owns the results of Net Promoter Score survey results and overall client satisfaction throughout the onboarding process.

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.

Successfully manages multiple client onboardings concurrently.

Confirms information provided during the sales handoff is accurate and in line with the client's expectations.

Manages the new client onboarding process from contract execution and throughout the onboarding phase of the client relationship.

Works with the client to ensure they understand the co-employment relationship.

Initiates and oversees the implementation of the products and services outlined in the customer service agreement.

Coordinates and facilitates recurring client status meetings and oversees the onboarding of all accounts.

Manages/oversees the completion of interdepartmental tasks/projects and provides timely and accurate updates on project status to the client.

Oversees and monitors payroll, benefits, and technology implementations of new clients through the transition of the account to the ongoing client service team.

Acts as liaison/facilitator across technical and operational departments to resolve onboarding issues as necessary to meet the client's needs and go-live timeline requirements.

Coordinates and facilitates client and employee orientation meetings, onsite or via online webinar.

Manages communication regarding new clients to appropriate departments within the G&A organization.

Educates the Client Advocate and ongoing client service team on outstanding projects and the client's needs and expectations; remains engaged on an as needed basis.

Successfully transitions the client to the ongoing assigned client services team in a timely fashion.

Maintains an average error ratio of less than or equal to 5 errors per year. (internal and external)

For 100% of A clients and complex clients, conducts a weekly status call during the entire onboarding process through the time the 3rd payroll is processed, and/or the client is fully implemented and error free, whichever occurs later

Participates in prospect meetings and conference calls to ensure a smooth onboarding experience, as requested by the Business Advisors.

Maintains an understanding and knowledge of G&A's products, services, and operations.

Receives 1 or fewer than one client reassignments per year due to client dissatisfaction or personality conflicts

Completes professional development on an annual basis through coordination with the department manager.

Performs other duties as assigned.

Education:

Bachelor's Degree in a related field; or an equivalent combination of education and experience is required.

Skills & Experience:

3 or more years of experience in managing large projects.

3 or more years of experience in working in an implementation or related role, with an emphasis on payroll and HR implementations and systems implementations.

Experience in a PEO or client service setting is preferred.

Excellent verbal and written communication skills.

Computer Skills:

Proficiency in Microsoft Office 365.

Certifications/Licenses:

Project management certification is desired.

G&A Partners as an Equal Opportunity Employer considers all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. Our management team is dedicated to providing a work environment free of discrimination and harassment based on any of these characteristics. We are committed to this policy and achieving a diverse workforce with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment.

Starting salary is $71,900 up to $95,000/year The starting range represents the low and high end of the G&A Partners' range for this position. Actual wages will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of G&A's total compensation package for employees. Other rewards may include commissions, annual bonuses, and program specific rewards. In addition, G&A Partners provides a variety of benefits to employees, including health, dental, vision, life insurance, short-term and long-term disability, flexible spending, ancillary benefits, retirement savings plan, paid holidays, and paid time off (PTO). Application close date is 10/25/25

• Responsible for coaching new clients in understanding how to set up and use our software
• Attendswelcome callsandintroducesthe clienttoouronboarding learning platform
• Createsinitial system shells for new clients
• Manages and educates clients how to navigateour online learning platformtofind their onboarding content and instructions
• Schedules/facilitates coaching calls accordingly (based on contract expectations) to get clients' software live on schedule, or as applicable based on progress.
• Communicatesregularly with clientsto ensure they stay on track
• Activelyparticipates in internal team meetings
• Workscohesively with other onboarding team members to deliver an optimal onboarding experience
• Updatesclientsaftereachtrainingcallaccordingly with call recording details & other relevant content discussed
• Conductsareviewof each system attheendoftraining in preparation for activation
• Escalates & documents any issues or challenges that may arise during onboarding
• Participatesactivelyinallteam & companymeetings
• Asksquestionsandprovidessuggestionsas needed
• Responsible for client administration inside our online learning platform & CRM
• Works independently to understand and deliver accurate training that educates clients on our products and services
• Responds to and troubleshoots client's questions throughout their onboarding
• Identifies training gaps and recommends changes to management team as necessary
• Updates and sometimes creates new content such as: courses, guides, articles, presentations or any educational materials internal/external as needed

• 3 + years technical/software training experience and/or
• 2 + years of vacation rental industry experience and/or
• 2 + years vacation rental software experience

• Enthusiastic, strong work ethic, and positive "can-do" attitude above all
• Self-starter attitude with the ability to think creatively and achieve scheduled deadlines
• Professionalism and clarity in your verbal, written, and presentation skills
• Excellent listener, communicator, and collaborative team player
• Friendly, approachable, and eager to learn

• Bachelor's degree or comparable experience

• Full time

• Chandler, Arizona

Our new data platform enables aggregation, enrichment, validation and client consumption of investment data. Clients' will be able to manage multi-asset class data from any service provider or data vendor for a more holistic and integrated view of their holdings.

Reporting to the Client Implementation Lead, the Business Analyst is a versatile individual with strong business and data analysis skills that can be leveraged for the development and support of the Solutions services and product offerings. The successful candidate must be skilled in complex business data analysis; have expertise with functional requirements gathering and documentation; have excellent verbal, written, and presentation skills; have a proven ability to liaise between business/implementation and technology teams and display strong collaboration skills. This role is a client-facing role and is part of the Client Implementation Team.

Responsibilities:

• Support individual client implementation efforts with a particular focus on driving forward configuration and set up, the business requirements, data loading and testing phases of the effort
  • Work with the wider project team and Project Manager to help establish project delivery plans and delivery estimates.
  • Provide analysis to clients (internal and external) on current and future state data-centric operating models
  • Liaise with clients in order to establish and document implementation requirements, develop "use cases" to document requirements
  • Maintain an excellent working knowledge of the offering to perform subject matter expert activities, consultancy, implementation configuration and demonstrations
  • Analyze and document data mappings from source systems to the data solution and onward data outputs for client implementations
  • Analyze and document any derivation, workflow and enrichment required within the solution for client implementations
  • Solution the business problem by working closely with development team
  • Implement our managed service offering, in collaboration with core development team
  • Support internal and client testing activities prior to "go live" date and immediate post-production transition with the support of test plan development and test scripts
  • Help manage project to time and cost objectives
• Support on-going enhancements to scope of services for existing clients as needed
• Contribute input on specific and overall product requirements (for specific client or to close product gaps) and enlist the platform's Product support
• Collaborate with other implementation team members to share best practices, raise issues, develop consistent global processes
• Knowledge and working experience of SQL, Oracle, Toad, Squirrel, EDM and ETL are all an advantage.

• Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role
• Ensure that the highest level of the Code of Conduct is displayed in your behaviour
• Provide appropriate management information as required to support business unit decision making
• Support the 'Risk Excellence' culture within the business
• Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations

• Bachelor's degree or above.
• CFA designation is a differentiator
• 10+ years of financial services experience is preferred.
• Clear understanding of investment data and aspects of investment process
• Previous experience implementing software or data service is preferred
• Experience in or desire to learn technical skills, e.g , SQL, database design, multi-tenancy architecture, etc. is required
• SQL experience is a big plus
• Ability to effectively communicate
• Ability to multitask and work under high pressure deadlines.
• Ability to reprioritize quickly.

• Team player with professional and positive approach
• Flexible and can adapt easily to changing/evolving role requirements
• Creative, innovative and able to think outside of the box
• Strong attention to detail
• Self-motivated & self-sufficient
• Effective communicator at all levels of the organization