1,160 Client Onboarding jobs in the United States

At Paylocity, we create software that makes companies – especially their HR teams – better, faster, and stronger. We give clients the tools they need to make their companies run, and give our employees a rewarding company culture – all putting us in a category of our own. Join us and learn what makes us unique!

We’re a fast-growing company ready to revolutionize the payroll and HR world for hundreds of thousands of businesses by delivering innovative technology and support. We seek the best and brightest to help us create the future of our talent solutions – enabling our customers to better develop their employees. Our own employees are equally important to us: We work hard to provide the best work environment for our employees, and are dedicated to giving back to the communities in which we live and work.

We are looking for a Payroll Consultant with customer service experience and technical skills to assist new clients’ transition to their new payroll and human resources provider, Paylocity. If you are someone with computer skills, strong attention to detail, has mastered multitasking, and provides exceptional customer service, this is the right entry level opportunity for you.

In-Office: This is a 100% in-office role based at our Meridian, ID location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

As a Client Onboarding Specialist (known internally as Implementation Consultant I), you will support small business clients by configuring solutions that meet their unique needs. You’ll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline processes, and enhance reporting capabilities. You’ll also ensure accurate data conversion from previous systems, validate results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are passionate about delivering excellent client experiences and developing foundational implementation skills.

Location: Meridian, ID

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation.

• Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback.

• Assist clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software.

• Collaborate with clients to gather and analyze their business requirements related to the

• specific HCM function (e.g., payroll, HR, time, and labor).

• Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities.

• Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations.

• Troubleshoot and resolve implementation related matters, escalating critical concerns to the appropriate teams when necessary.

Education and Experience

• 1+ years of Customer Service or Customer interfacing role

• 1+ years of HCM implementation experience preferred

• Bachelors degree required, or a high school diploma/equivalent or associate degree with a minimum of 5 (five) years experience in HCM

• Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process.

• Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs:

• Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis.

• Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations.

• Project Management: Successfully handle multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met on time. Maintain a high-level of organization and attention to detail through the implementation process to

• meet client deadlines and achieve successful outcomes.

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long

• periods, typically 7-8 hours a day.

• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay for this position is $22/hr-$30/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. ( This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via

At Paylocity, we create software that makes companies – especially their HR teams – better, faster, and stronger. We give clients the tools they need to make their companies run, and give our employees a rewarding company culture – all putting us in a category of our own. Join us and learn what makes us unique!

We’re a fast-growing company ready to revolutionize the payroll and HR world for hundreds of thousands of businesses by delivering innovative technology and support. We seek the best and brightest to help us create the future of our talent solutions – enabling our customers to better develop their employees. Our own employees are equally important to us: We work hard to provide the best work environment for our employees, and are dedicated to giving back to the communities in which we live and work.

We are looking for a Payroll Consultant with customer service experience and technical skills to assist new clients’ transition to their new payroll and human resources provider, Paylocity. If you are someone with computer skills, strong attention to detail, has mastered multitasking, and provides exceptional customer service, this is the right entry level opportunity for you.

In-Office: This is a 100% in-office role based at our Pittsford, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

As a Client Onboarding Specialist (known internally as Implementation Consultant I), you will support small business clients by configuring solutions that meet their unique needs. You’ll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline processes, and enhance reporting capabilities. You’ll also ensure accurate data conversion from previous systems, validate results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are passionate about delivering excellent client experiences and developing foundational implementation skills

Location: Pittsford, NY

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation.

• Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback.

• Assist clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software.

• Collaborate with clients to gather and analyze their business requirements related to the

• specific HCM function (e.g., payroll, HR, time, and labor).

• Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities.

• Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations.

• Troubleshoot and resolve implementation related matters, escalating critical concerns to the appropriate teams when necessary.

Education and Experience

• 1+ years of Customer Service or Customer interfacing role

• 1+ years of HCM implementation experience preferred

• Bachelors degree required, or a high school diploma/equivalent or associate degree with a minimum of 5 (five) years experience in HCM

• Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process.

• Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs:

• Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis.

• Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations.

• Project Management: Successfully handle multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met on time. Maintain a high-level of organization and attention to detail through the implementation process to

• meet client deadlines and achieve successful outcomes.

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long

• periods, typically 7-8 hours a day.

• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay for this position is $24-$30/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. ( This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via

ADP is hiring a **Client Onboarding Specialist** .
+ _Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress?_
+ _Are you a continuous learner who embraces ongoing training, development, and mentorship opportunities?_
+ _Are you looking to be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights?_
If so, this may be an opportunity for you. Read on and decide for yourself.
As a Client Onboarding Specialist, you will carry the ADP relationship forward after a sale and enable the first interaction between mid-sized business clients and ADP's industry-leading payroll and HR solutions. You will build relationships with clients and seamlessly implement ADP's technologies to ensure your clients achieve long-term success. Once ADP services are delivered, your efforts will have a direct impact on the day-to-day lives of your clients' employees -- from paychecks to health benefits and beyond.
You will spend your day ensuring your clients are comfortable using ADP's products and services. Every day, you will partner with clients to learn and understand their business needs; analyze existing systems, interface requirements, and business processes; and guide and drive clients towards the best solution for their unique business needs. Still, every day will be different because the new clients you meet span geographies and industries, requiring different solutions to satisfy their specific needs. That will keep things interesting, and our top-ranked training will help set you up for success!
To thrive in this role, you must be comfortable working in a metrics-driven environment. You are eager to learn and adapt well to change. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here, but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Implementation at ADP** , watch here: YOU'LL DO:** _Responsibilities_
**What you can expect on a typical day:**
+ **Onboard Clients.** You'll create exceptional onboarding experiences for each product or service implementation. You'll help clients develop the skills and confidence to use our products with ease through your expertise and relationship-building.
+ **Implement ADP Technologies.** To deliver a comprehensive ADP solution, you will consult with clients and analyze existing systems, interface requirements, and business processes. You will incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.
+ **Partner Internally.** You will collaborate with ADP associates in sales and customer service and exchange routine information with members of the client project team, including priorities, timeliness, and issues as they arise.
+ **Multi-Task - Communicate.** You will work on multiple time-sensitive projects and follow-up items at the same time. You will share essential information with clients and the teams you work with at ADP.
+ You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the calendar year.
**TO SUCCEED IN THIS ROLE** **:** _Required Qualifications_
+ High School Diploma
+ 1 to 3 years of experience working in a client service/customer service environment or systems integration environment
+ Basic project management skills
+ You can work overtime hours during peak seasons
A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
+ Experience noted above OR
+ Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
**YOU'LL ALSO LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Belong** by joining one of our Business Resource Groups to connect globally with networks and allies who share common interests and experiences.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
**Jobs.adp.com**
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.

ADP is hiring a **Client Onboarding Specialist** .
+ _Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress?_
+ _Are you a continuous learner who embraces ongoing training, development, and mentorship opportunities?_
+ _Are you looking to be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights?_
If so, this may be an opportunity for you. Read on and decide for yourself.
As a Client Onboarding Specialist, you will carry the ADP relationship forward after a sale and enable the first interaction between mid-sized business clients and ADP's industry-leading payroll and HR solutions. You will build relationships with clients and seamlessly implement ADP's technologies to ensure your clients achieve long-term success. Once ADP services are delivered, your efforts will have a direct impact on the day-to-day lives of your clients' employees -- from paychecks to health benefits and beyond.
You will spend your day ensuring your clients are comfortable using ADP's products and services. Every day, you will partner with clients to learn and understand their business needs; analyze existing systems, interface requirements, and business processes; and guide and drive clients towards the best solution for their unique business needs. Still, every day will be different because the new clients you meet span geographies and industries, requiring different solutions to satisfy their specific needs. That will keep things interesting, and our top-ranked training will help set you up for success!
To thrive in this role, you must be comfortable working in a metrics-driven environment. You are eager to learn and adapt well to change. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here, but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Implementation at ADP** , watch here: YOU'LL DO:** _Responsibilities_
**What you can expect on a typical day:**
+ **Onboard Clients.** You'll create exceptional onboarding experiences for each product or service implementation. You'll help clients develop the skills and confidence to use our products with ease through your expertise and relationship-building.
+ **Implement ADP Technologies.** To deliver a comprehensive ADP solution, you will consult with clients and analyze existing systems, interface requirements, and business processes. You will incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.
+ **Partner Internally.** You will collaborate with ADP associates in sales and customer service and exchange routine information with members of the client project team, including priorities, timeliness, and issues as they arise.
+ **Multi-Task - Communicate.** You will work on multiple time-sensitive projects and follow-up items at the same time. You will share essential information with clients and the teams you work with at ADP.
+ You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the calendar year.
**TO SUCCEED IN THIS ROLE** **:** _Required Qualifications_
+ High School Diploma
+ 1 to 3 years of experience working in a client service/customer service environment or systems integration environment
+ Basic project management skills
+ You can work overtime hours during peak seasons
A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
+ Experience noted above OR
+ Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
**YOU'LL ALSO LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Belong** by joining one of our Business Resource Groups to connect globally with networks and allies who share common interests and experiences.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
**Jobs.adp.com**
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $19.33 - $39.23 / Hour*
*Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.

Job Description

Job Description

Description:

At Paylocity, we create software that makes companies – especially their HR teams – better, faster, and stronger. We give clients the tools they need to make their companies run, and give our employees a rewarding company culture – all putting us in a category of our own. Join us and learn what makes us unique!

We’re a fast-growing company ready to revolutionize the payroll and HR world for hundreds of thousands of businesses by delivering innovative technology and support. We seek the best and brightest to help us create the future of our talent solutions – enabling our customers to better develop their employees. Our own employees are equally important to us: We work hard to provide the best work environment for our employees, and are dedicated to giving back to the communities in which we live and work.

We are looking for a Payroll Consultant with customer service experience and technical skills to assist new clients’ transition to their new payroll and human resources provider, Paylocity. If you are someone with computer skills, strong attention to detail, has mastered multitasking, and provides exceptional customer service, this is the right entry level opportunity for you.

In-Office: This is a 100% in-office role based at our Pittsford, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview
As a Client Onboarding Specialist (known internally as Implementation Consultant I), you will support small business clients by configuring solutions that meet their unique needs. You’ll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline processes, and enhance reporting capabilities. You’ll also ensure accurate data conversion from previous systems, validate results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are passionate about delivering excellent client experiences and developing foundational implementation skills

Location: Pittsford, NY

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation.
• Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback.
• Assist clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software.
• Collaborate with clients to gather and analyze their business requirements related to the
• specific HCM function (e.g., payroll, HR, time, and labor).
• Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities.
• Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations.
• Troubleshoot and resolve implementation related matters, escalating critical concerns to the appropriate teams when necessary.

Education and Experience

• 1+ years of Customer Service or Customer interfacing role
• 1+ years of HCM implementation experience preferred
• Bachelors degree required, or a high school diploma/equivalent or associate degree with a minimum of 5 (five) years experience in HCM
• Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process.
• Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs:
• Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis.
• Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations.
• Project Management: Successfully handle multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met on time. Maintain a high-level of organization and attention to detail through the implementation process to
• meet client deadlines and achieve successful outcomes.

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long
• periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay for this position is $24-$30/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via

Requirements:

Gen II Fund Services is looking for an Onboarding Manager to manage the onboarding of all new clients. This individual would be responsible for overall project management, establishing and implementing project management processes and adhering to Gen II’s high quality standards to ensure client onboardings are completed on time and meet client expectations. This role reports to a Managing Director of the Onboarding Team.

Primary responsibilities will include:

• Responsible for managing the implementation of all new clients across multiple platforms.
• Collaborate with worldwide cross-functional teams to ensure coordinated and timely delivery of key objectives.
• Become a trusted advisor to leadership and organizational stakeholders while providing specific guidance, support, and strategies around client implementation.
• Lead weekly client and multidepartment conference calls to address clients’ onboarding needs
• Provide subject matter expertise, governance, and risk assessments to address client needs and business goals, while maintaining alignment with industry best practices.
• Understand interdependencies between technology, operations, and business needs to drive successful onboarding outcomes.
• Exhibit strong initiative and ownership by proactively addressing issues, conflicts, and dependencies, driving onboardings to successful completion with minimal oversight.
• Provide comprehensive reporting on onboarding milestones, deliverables, dependencies, risks, and issues to various audiences, including the client, various departments, and executive leadership.
• Work creatively and analytically in a problem-solving environment demonstrating teamwork, innovation, and operational excellence.
• Manage and utilize internal and external resources.
• Manage stakeholders’ communication (project teams, leadership, clients, etc.)
• Adhere to onboarding plan
• Participate in establishing best practices, templates, policies, tools, and partnerships to expand and mature onboarding capabilities for the organization.

Qualifications

• 7 - 10 years of Project Management or relevant experience.
• Project execution toolkit: analysis, scoping, requirements gathering, project execution, and change management.
• Experience in Financial Services, preferably in a global environment.
• Bachelor’s degree in business, IT, Communications, or “equivalent experience”
• Extensive experience with people management, strategic planning, and change management.
• Excellent communication skills including customers and executives.
• Experience in effectively influencing and leading personnel and strong team building skills.
• Excellent problem solving, and critical thinking skills.
• Excellent client service skills.
• Focused and versatile team player who is comfortable under pressure
• Self-motivated individual with a passion for working with people.
• Able to work well in a dynamic, high-growth environment.
• Highly organized and able to manage multiple concurrent deadlines
• Extensive Microsoft suite skills - Excel (pivots), Word, PowerPoint, and Outlook
• Self-motivated individual with a passion for working with people

Preferred Skills:

• Private Equity and/ or Fund administration experience is preferred.
• Client On-Boarding experience
• PMP or similar certification is preferred.

The salary range for this position is $110,000 - $43,000 in addition to a discretionary bonus, eligibility to be considered for the Gen II Incentive plan (LTIP). and a comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our New York office and three (3) days remotely.

About The Company

Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with offices across the US, Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.
Key Facts:

• Administering over 1T in assets
• Servicing nearly every significant investor in the asset class
• Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
• The most experienced and best performing team in the industry

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

The Client Onboarding Project Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise.

Responsibilities:

• Work with Project Sponsor to ensure business case/cost benefit analysis is in line with business goals and confirm project plans meet business needs as described in the project initiation documents.

• Responsible for customer interaction

• Demonstrates high level of diligence, motivation and organizational skills. Focuses on timely and accurate delivery of client onboarding

• Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.

• Responsible for the day to day management of executing to milestones and budget on one or more projects.

• Assess creation and ensure sign-off of project plan, charter, stakeholder management plan, acceptance plan, and central project issue log.

• Determines new work procedures, analyzes complex and variable issues with significant departmental impact.

• Understands client requirements and ensure they are implemented correctly.

• Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients. Ensures a strong and robust processing environment with effective controls.

• Engages in project planning including cost management. Develops training content, training materials, trackers for the migration.

• Responsible for setting direction of a specialized area. Decisions made at this level will contribute to direction and drive strategy for the entire area; builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business.

• Establishes risk management practice. Maintains a strong culture of risk and controls through various processes and check points. Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity. Ensures clean audit results. Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

• Escalate project risks to the Project Director, or Project Sponsor, when appropriate.

• Ensure all stakeholders are identified and included in scope definition activities and understand project schedule and key milestones.

• Ensure all areas of the project are appropriately staffed and monitor project commitment from those assigning resources.

• Provides in-depth and sophisticated analysis with interpretive thinking to define problems and develop innovative solutions.

• Directly affects the business by influencing strategic functional decisions through advice, counsel or provided services.

• Persuades and influences others through developed communication and diplomacy skills with colleagues in other areas and occasional external customers.

Qualifications:

• 6-10 years relevant experience in financial services

• Knowledge in Fund Services and Custody Services

• Project management skill with in depth knowledge of project artefact management

• Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives.

• Good interpersonal communication skills. Able to communicate with internal and external business partners.

• Consistently demonstrates clear and concise written and verbal communication skills.

• Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts.

• Ability to achieve business objectives without compromising on controls and risk parameters established.

• Ability to interact confidently with senior management and / or regulators.

• Ability to coach and develop people, identifying and retaining talent.

• Able to partner with businesses and other support functions at senior levels in setting strategy and priorities.

• Able to strive under pressure and covert opportunity from risk.

• Should be open to working staggered hour /shift / over weekend and on public holidays.

Education:

• Bachelor's/University degree or equivalent experience

Job Family Group:

Customer Service

Job Family:

Institutional Client Onboarding

Time Type:

Full time

Primary Location:

Columbus Ohio United States

Primary Location Full Time Salary Range:

$96,400.00 - $144,600.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Aug 20, 2025

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( .

View Citi's EEO Policy Statement ( and the Know Your Rights ( poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Client Onboarding Project Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise.

Responsibilities:

• Work with Project Sponsor to ensure business case/cost benefit analysis is in line with business goals and confirm project plans meet business needs as described in the project initiation documents.
• Responsible for customer interaction
• Demonstrates high level of diligence, motivation and organizational skills. Focuses on timely and accurate delivery of client onboarding
• Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
• Responsible for the day to day management of executing to milestones and budget on one or more projects.
• Assess creation and ensure sign-off of project plan, charter, stakeholder management plan, acceptance plan, and central project issue log.
• Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
• Understands client requirements and ensure they are implemented correctly.
• Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients. Ensures a strong and robust processing environment with effective controls.
• Engages in project planning including cost management. Develops training content, training materials, trackers for the migration.
• Responsible for setting direction of a specialized area. Decisions made at this level will contribute to direction and drive strategy for the entire area; builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business.
• Establishes risk management practice. Maintains a strong culture of risk and controls through various processes and check points. Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity. Ensures clean audit results. Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• Escalate project risks to the Project Director, or Project Sponsor, when appropriate.
• Ensure all stakeholders are identified and included in scope definition activities and understand project schedule and key milestones.
• Ensure all areas of the project are appropriately staffed and monitor project commitment from those assigning resources.
• Provides in-depth and sophisticated analysis with interpretive thinking to define problems and develop innovative solutions.
• Directly affects the business by influencing strategic functional decisions through advice, counsel or provided services.
• Persuades and influences others through developed communication and diplomacy skills with colleagues in other areas and occasional external customers.

Qualifications:

• 6-10 years relevant experience in financial services
• Knowledge in Fund Services and Custody Services
• Project management skill with in depth knowledge of project artefact management
• Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives.
• Good interpersonal communication skills. Able to communicate with internal and external business partners.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts.
• Ability to achieve business objectives without compromising on controls and risk parameters established.
• Ability to interact confidently with senior management and / or regulators.
• Ability to coach and develop people, identifying and retaining talent.
• Able to partner with businesses and other support functions at senior levels in setting strategy and priorities.
• Able to strive under pressure and covert opportunity from risk.
• Should be open to working staggered hour /shift / over weekend and on public holidays.

Education:

• Bachelor’s/University degree or equivalent experience

---

Job Family Group:

Customer Service

---

Job Family:

Institutional Client Onboarding

---

Time Type:

Full time

---

Primary Location:

Columbus Ohio United States

---

Primary Location Full Time Salary Range:

$96,400.00 - $144,600.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

---

Most Relevant Skills

Please see the requirements listed above.

---

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

---

Anticipated Posting Close Date:

Aug 20, 2025

---

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

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.

Individual Contributor:

• 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

Requirements:

• 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.

Key Attributes

• 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

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