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Client Onboarding Specialist Jobs

2,461 active opportunities · Updated for October 2026

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Explore current client onboarding specialist jobs. Use filters to narrow by work mode, employment type, experience and date posted.

R
1mo ago

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Robinhood Wallet team’s mission is to democratize access to financial services worldwide by leveraging DeFi protocols and Robinhood Chain! We build secure, intuitive, and decentralized products that enable our users to custody and manage their digital assets. Our team works at the intersection of traditional finance and web3, driving progress in cryptocurrency and blockchain applications. We work closely with product managers, product designers, and backend engineers to deliver highly reliable, high-performance systems for customers worldwide. We pride ourselves on a culture of shared learning, high technical standards, and respectful collaboration. As a Senior Android Engineer , you’ll build and own new product features for the Robinhood Wallet Android app. You will develop reliable and secure solutions to deliver a high-quality trading experience for cryptocurrencies and tokenized stocks, including perpetual futures, to customers worldwide. In this role, you will take lead responsibility for designing scalable mobile architectures, defining code standards, and maintaining high-quality codebases. You will collaborate closely with client engineers, backend develope

javavueaws
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R
1mo ago

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Robinhood Wallet team’s mission is to democratize access to financial services worldwide by leveraging DeFi protocols and Robinhood Chain! We build secure, intuitive, and decentralized products that enable our users to custody and manage their digital assets. Our team works at the intersection of traditional finance and web3, driving progress in cryptocurrency and blockchain applications. We work closely with product managers, product designers, and security engineers to deliver highly reliable, high-performance systems for customers worldwide. We pride ourselves on a culture of shared learning, high technical standards, and respectful collaboration. As a Senior Software Engineer , you’ll build and own the backend services, infrastructure, and data systems that support Robinhood Wallet products. You will develop reliable and secure solutions to deliver a high-quality trading experience for cryptocurrencies and tokenized stocks, including perpetual futures, to customers worldwide. In this role, you will take lead responsibility for designing scalable architectures and maintaining high-quality codebases. You will collaborate closely with client engineers, security professi

pythonjavavue
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R
1mo ago

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Robinhood Wallet team’s mission is to democratize access to financial services worldwide by leveraging DeFi protocols and Robinhood Chain! We build secure, intuitive, and decentralized products that enable our users to custody and manage their digital assets. Our team works at the intersection of traditional finance and web3, driving progress in cryptocurrency and blockchain applications. We work closely with product managers, product designers, and backend engineers to deliver highly reliable, high-performance systems for customers worldwide. We pride ourselves on a culture of shared learning, high technical standards, and respectful collaboration. As a Senior Android Developer , you’ll build and own new product features for the Robinhood Wallet Android app. You will develop reliable and secure solutions to deliver a high-quality trading experience for cryptocurrencies and tokenized stocks, including perpetual futures, to customers worldwide. In this role, you will take lead responsibility for designing scalable mobile architectures, defining code standards, and maintaining high-quality codebases. You will collaborate closely with client engineers, backend develop

javaawsgit
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C
Coinbase
📍 Charlotte• Full-time• From $232.1K/yr
1mo ago

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As the Director of Premium & Wealth, you'll lead, scale, and deliver white-glove service for Coinbase's highest-value customers, including high-net-worth individuals, VIPs, and prosumers. You'll own the end-to-end Premium & Wealth operation globally, driving customer satisfaction, retention, and loyalty while building a high-performing organization of concierges, specialists, and supervisors. This role serves as the Head of our Charlotte, NC Center of Excellence and reports directly into CX leadership. What you'll do: Own the strategic vision and execution for Premium & Wealth, maximizing CSAT, retention, and revenue across Coinbase's highest-value user segments Lead 24/7 global operations including SLAs, backlog management, DSAT recovery, and regulatory guardrails for high-stakes cases involving funds at risk, large AUC, and complex trading disputes Partner cross-functionally with CX Strategic Programs, CX Intelligence, Sales, Compliance, Legal, and Risk to resolve executive escalations, accelerate product adoption, and drive VIP engagement Drive operational compliance across trading workflows, client suitability, execution quality, and complaint resolution in close partnership with Trading leadership and Compliance Build, mentor, and develop a high-performing global organization of Concierges, Premium Inbound Specialists, and Supervisors, fostering a cu

C
Coinbase
📍 United Kingdom• Full-time• Remote• From £90.5K/yr
1mo ago

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Derivative Sales Analyst on the Institutional team, you'll own and grow relationships with Coinbase's top VIP derivatives traders, driving volume across futures, options, and perpetuals. You'll source new high-value traders from competitor venues, re-engage dormant accounts, and bring structured market and client insights back to Product, Risk, and Marketing to shape Coinbase Advanced trading offerings. What you'll do: Own and grow relationships with top VIP derivatives traders on Coinbase, driving increased trading volume, deepening engagement, and expanding adoption of advanced trading products. Source and convert new high-value derivatives traders from competitor venues through targeted outbound campaigns, market positioning, and relationship-building. Monitor derivatives market structure, client flows, and competitor offerings to identify upsell opportunities, inform pricing and product feedback, and deliver structured insights to Product, Risk, and Marketing. Maintain an accurate pipeline and forecast for your book, reporting on key KPIs (volume, active traders, winbacks, competitor migration) and documenting client interactions through CRM tooling. Reactivate previously dormant top traders using data-driven tools and bespoke incentives to restore sustained volume. Build and refine AI-powered workflows for pipeline prioritization, client segmentation, and o

REMOTEreactawsrest
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R
1mo ago

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Robinhood Asset Management (“RAM”) is a digital-first investment advisor responsible for delivering investment advice to its rapidly growing client base. RAM is continuing to expand its business activities to meet the needs of clients with broader, more complex, and comprehensive advisory needs. Working with a dedicated team of qualified relationship managers and utilizing innovative technology resources, RAM will meet the needs of its clients by delivering this unique financial planning service conveniently at their fingertips, anytime and anywhere. The Compliance Specialist will help create and champion a culture of compliance for a new investment advisory business activity at the pre-launch and development stage. As a primary point of contact, you will coordinate with teams across the broader Robinhood spectrum to identify and solve problems, research unique issues, and collaborate to achieve a successful launch. You'll help set the path for a customer-friendly, compelling, and regulatorily compliant advisory service. You will be expected to apply the requirements of a fiduciary’s duty to serve clients and have experience documenting best pr

vueawsgit
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C
Coinbase
📍 - USA• Full-time• Remote• From $127K/yr
1mo ago

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Derivative Sales Analyst on the Institutional team, you'll own and grow relationships with Coinbase's top prosumer derivatives traders, driving volume across futures, options, and perpetuals. You'll source new high-value traders from competitor venues, re-engage dormant accounts, and bring structured market and client insights back to Product, Risk, and Marketing to shape Coinbase's advanced trading offerings. What you'll do: Own and grow relationships with top prosumer derivatives traders on Coinbase, driving increased trading volume, deepening engagement, and expanding adoption of advanced trading products. Source and convert new high-value derivatives traders from competitor venues through targeted outbound, differentiated positioning of Coinbase's liquidity, fees, and UX, and full-funnel sales management. Monitor derivatives market structure, client flows, and competitor offerings to identify upsell opportunities, inform pricing and product feedback, and deliver structured insights to Product, Risk, and Marketing. Maintain an accurate pipeline and forecast for your book, reporting on key KPIs (volume, active traders, winbacks, competitor migration) and documenting client interactions through CRM tooling. Reactivate previously dormant top traders using data-driven account reviews, tailored outreach, and bespoke incentives to restore sustained volume. Required

REMOTEreactawsrest
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C
Coinbase
📍 - USA• Full-time• Remote• From $157.6K/yr
1mo ago

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Prime Sales Trader on the Institutional Prime Trading team, you'll help grow one of Coinbase's most strategically important businesses by delivering best-in-class execution and liquidity solutions to the world's most sophisticated institutional clients. Our clients include asset managers, hedge funds, VCs, family offices, pensions, and endowments across both crypto-native and traditional finance. You'll drive trading volume, deepen counterparty relationships, and shape how institutional clients experience Coinbase's execution services across spot and derivatives markets. What you'll do: Drive increased trading volume by understanding clients' liquidity needs, proactively identifying how high-touch and low-touch execution services can meet those needs, and providing real-time support for execution and market color. Build and maintain trusted counterparty relationships through quality execution, daily market updates on liquidity and flow thematics, and consistent, high-quality service delivery. Partner with Sales, Financing, and Account Management teams to identify, onboard, and monetize new client relationships, proactively surfacing business opportunities across Coinbase's institutional product suite. Provide structured feedback from clients and the broader marketplace to institutional Product Managers, guiding new product development across spot trading and fin

REMOTEawsgitai
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C
Coinbase
📍 - Singapore• Full-time• Remote• From S$212.2K/yr
1mo ago

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . We're hiring a Principal Recruiter to join our Core Recruiting team within People Success. This team owns hiring across Coinbase's G&A, Customer Experience, EAA and IT, and you'll be responsible for owning full-lifecycle recruiting across your portfolio. Depending on business needs, you may also support product group hiring, so flexibility across talent markets is key. You'll partner directly with senior leaders to deeply understand their talent needs, build strong pipelines, and drive process improvements that help the recruiting team scale. What you'll do: Own the full recruitment lifecycle from role intake through close for complex, senior-level searches across your Core portfolio Build candidate pipelines through self-sourcing and competitive research, ensuring sufficient depth and quality at each stage to maintain hiring velocity Partner with senior leaders across your client groups to translate hiring needs into effective search strategies and a strong candidate and interviewer experience Drive data integrity and use pipeline analytics to inform hiring efficiency, surface bottlenecks, and improve outcomes for your hiring teams Design and implement recruiting processes and pilot programs that help the team scale its impact across global markets Required Skills and Experience: 8+ years of full-lifecycle recruiting experience in a technology company or si

REMOTEawsaigo
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C
Coinbase
📍 London• Full-time• Hybrid• From £111.8K/yr
1mo ago

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Solutions Architect on the Sales, Trading and Prime team, you'll help scale our B2B products by bridging technical field engagement with hands-on software development. You'll work directly with customers, from startups to large institutions, as a trusted technical advisor while contributing to open source projects and extending Coinbase's core products to unlock strategic client opportunities. This role involves substantial coding, and candidates must be actively developing and delivering software in their current role. What you’ll do: Partner with customers as a trusted technical advisor, guiding them in building on Coinbase services and APIs and deepening relationships as they scale. Collaborate with sales teams to address prospect technical requirements and support deal closure. Architect distributed systems solutions for complex customer needs and build open source SDKs and reference implementations. Lead customer implementations end-to-end, delivering technical presentations, resolving roadblocks, and partnering with support teams to ensure success. Drive collaboration with product and engineering teams to extend core capabilities for strategic client opportunities. Required skills and experience: Degree in computer science or equivalent practical experience and 3+ years of software engineering experience, including expert-level proficiency with REST and We

awsrestai
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C
Coinbase
📍 - USA• Full-time• Remote• From $218K/yr
1mo ago

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Staff Software Engineer on the Staking Platform team within the Platform group, you'll serve as Coinbase's definitive Solana staking technical authority, owning strategy across validator operations, staking integrations, and protocol evolution. Coinbase operates one of the largest Solana staking operations in the world, managing approximately 9.25% of all staked SOL. You'll combine deep Solana protocol mastery with hands-on engineering execution and external ecosystem influence to shape Coinbase's Solana staking trajectory. What you'll do: Own Coinbase's multi-year technical strategy for Solana staking across validator performance, protocol participation, and product integration, connecting engineering decisions to yield optimization, cost efficiency, and customer growth. Lead the engineering effort to achieve industry-leading APY through validator optimization, including vote accuracy, block production, MEV strategies, commission tuning, and stake distribution tooling. Serve as Coinbase's foremost authority on the Solana runtime, consensus mechanism, staking economics, and validator client landscape (Agave, Firedancer), evaluating protocol upgrades (e.g., SIMD proposals) and proactively positioning Coinbase for changes before they land. Partner with Retail and Institutional Staking product and engineering teams to architect scalable staking integrations across

REMOTEawsrestai
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C
Coinbase
📍 New York• Full-time• Hybrid• From $170K/yr
1mo ago

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Solutions Architect on the Sales, Trading and Prime team, you'll help scale our B2B products by bridging technical field engagement with hands-on software development. You'll work directly with customers, from startups to large institutions, as a trusted technical advisor while contributing to open source projects and extending Coinbase's core products to unlock strategic client opportunities. This role involves substantial coding, and candidates must be actively developing and delivering software in their current role. What you’ll do: Partner with customers as a trusted technical advisor, guiding them in building on Coinbase services and APIs and deepening relationships as they scale. Collaborate with sales teams to address prospect technical requirements and support deal closure. Architect distributed systems solutions for complex customer needs and build open source SDKs and reference implementations. Lead customer implementations end-to-end, delivering technical presentations, resolving roadblocks, and partnering with support teams to ensure success. Drive collaboration with product and engineering teams to extend core capabilities for strategic client opportunities. Required skills and experience: Degree in computer science and 3+ years of software engineering experience, including expert-level proficiency with REST and WebSocket APIs and production experie

awsrestai
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C
Coinbase
📍 - USA• Full-time• Remote• From $130.9K/yr
1mo ago

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . We're hiring a Senior Recruiter to join our Core Recruiting team within People Success. This team owns hiring across Coinbase's G&A, Customer Experience, EAA and IT, and you'll be responsible for owning full-lifecycle recruiting across your portfolio. Depending on business needs, you may also support product group hiring, so flexibility across talent markets is key. You'll partner with hiring managers to deeply understand their talent needs, build strong pipelines, and contribute to process improvements that help the recruiting team scale. What you'll do: Own the full recruitment lifecycle from role intake through close across your portfolio, with the flexibility to support both G&A and technical requisitions as business needs shift. Build candidate pipelines through self-sourcing and competitive research, ensuring sufficient depth and quality at each stage to maintain hiring velocity. Partner with hiring managers across your client groups to translate hiring needs into effective search strategies and a strong candidate and interviewer experience. Drive data integrity and use pipeline analytics to inform hiring efficiency, surface bottlenecks, and improve outcomes for your hiring teams. Contribute to recruiting process improvements and pilot programs that help the team scale its impact across global markets. Required Skills and Experience: 5+ years of full-li

REMOTEawsaigo
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C
Coinbase
📍 - USA• Full-time• Remote• From $140.1K/yr
1mo ago

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . You'll join the Product Marketing team within the Institutional group and own how Coinbase's most complex institutional products show up to clients globally. You'll be the PMM behind spot, derivatives, cross-margin, liquidity, and execution workflows used by hundreds of hedge funds, asset managers, and market makers. Partnering closely with Product, Markets, Sales, Legal, and Comms, you'll translate deeply technical capabilities into clear positioning, sharp enablement, and GTM strategies that drive measurable client adoption. What you'll do: Own positioning and messaging for Prime and Markets across spot, futures, options, cross-margin, execution, and liquidity access, pressure-testing narratives with Sales, Product, Legal, and clients to ensure credibility at institutional scale. Lead GTM execution for major Prime and Markets launches, including product readiness, sales enablement, client communications, sequencing, and events. Build high-signal enablement materials - talk tracks, FAQs, battlecards, demos, and client-ready narratives - that reduce complexity for the field and reflect real objections, deals, and buying behavior. Partner with Sales, STPs, and Coverage to translate complex technical capabilities into institutional-grade clarity, and contribute market-backed insight that informs product roadmap conversations. Drive clarity around what's live, what's ne

REMOTEawsaigo
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L
Lyft
📍 Mexico City• Full-time
1mo ago

At Lyft, community is what we are and it’s what we do. It’s what makes us different. To create the best ride for all, we start in our own community by creating an open, inclusive, and diverse organization where all team members are recognized for what they bring. Our core corporate functions (Finance, Supply Chain) are critical to Lyft’s success, and the health of our systems and processes is essential to daily operations and long-term growth. This position requires strong expertise in Oracle Procurement Cloud and Oracle Accounts Payables Cloud, with hands-on experience in solution design, configuration, and production support. You will support and continuously improve Lyft’s corporate systems by managing incidents, enabling automation, implementing monitoring, configuring applications, and driving end-to-end Source-to-Pay lifecycle excellence. To effectively support our business stakeholders, candidates for this role must be proactive, detail oriented, highly subject oriented, analytical, customer obsessed and possess the ability to execute the following skills. Your Key Responsibilities: Serve as a skilled Oracle Fusion Source-to-Pay (STP) Functional professional, acting as a strategic bridge between business and technical teams to support and enhance ERP Financials, Procurement, Payables, Supplier Management, and related modules within Oracle Fusion Cloud Applications Source to Pay Workstream. Apply functional expertise alongside hands-on technical proficiency in integrations, reporting, and issue resolution, delivering results in a dynamic, client-facing environment. Support end-to-end STP processes, including Supplier Setup & Qualification, Procurement & Sourcing, Purchase Order Management, Self-Service Purchasing, Payables, Expenses, and Supplier Portal. Bring 5–10 years of hands-on implementation experience across Oracle Financials and Supply Chain modules, with strong exposure to Accounts Payables, Procurement and STP operations. Experience in zip, a

sqlagileai
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