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Client Onboarding Specialist Jobs

2,477 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.

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the department: Our Middle Office Client Services team supports trading, investment operations, and loan administration across complex financial instruments. Working closely with Traders, Portfolio Managers, Legal, Compliance, and external partners, the team ensures accurate settlements and strong operational controls. Team members gain exposure to sophisticated loan products, contribute to process improvements, and build valuable cross-functional relationships in a dynamic environment. How you will add value? You will lead, coach, and develop bank loan operations team members. You will oversee trade capture, allocations, and lifecycle events. You will manage primary and secondary loan settlements. You will resolve settlement exceptions and reconciliation breaks. You will oversee corporate actions and loan restructuring activities. You will maintain security master data accuracy and integrity. You will oversee workflows across Aladdin, Wall Street Office, ClearPar, and related platforms. You

Excelaccountingfinance
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SonicWall is a cybersecurity forerunner with more than 30 years of expertise and is recognized as a leading partner-first company, ensuring our partners and their customers are never alone in the fight against cybercrime. With the ability to build, scale and manage security across the cloud, hybrid and traditional environments in real-time, SonicWall provides relentless security against the most evasive cyberattacks across endless exposure points for increasingly remote, mobile and cloud-enabled users. With its own threat research center, SonicWall can quickly and economically provide purpose-built security solutions to enable any organization—enterprise, government agencies and SMBs—around the world. For more information, visit www.sonicwall.com or follow us on Twitter , LinkedIn , Facebook and Instagram . About the Role SonicWall is hiring a Senior Software Engineer to develop and maintain the Content Filtering Service client embedded in SonicOS — the firmware running on SonicWall firewall appliances worldwide. This module intercepts live traffic, queries the CFS rating servers in real time, and enforces URL-based content filtering policies at the packet level. This is security-critical code: a policy bug is a traffic bypass on a deployed security appliance. The codebase is in C with a split Control Plane / Data Plane architecture, multi-blade cache synchronization, and multiple firmware version upgrade paths. Responsibilities Maintain, harden, and extend the CFS client module across both the control plane and data plane. Own the binary UDP protocol implementation between the firewall and the CFS rating servers, ensuring correctness and compatibility across protocol versions. Develop and maintain complete IPv4 and IPv6 support across all code paths. Own the firmware upgrade and migration paths, ensuring they are atomic, failure-safe, and correctly handle all supported version transitions. Improve reliabilit

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Datadog
📍 New York• Full-time• From $192K/yr
1mo ago

Senior Software Engineer - Streaming Platform Client Data streams are mission-critical at Datadog, powering near real-time communication across the vast majority of our services. Our Streaming Platform group builds the core infrastructure and abstractions that ensure Datadog remains a trusted partner for engineers worldwide. See our blog post . The Streaming Platform Client team sits at the heart of this ecosystem. We own the Rust client library (producers and consumers) with language bindings for Java, Go, and Python. We focus on building intuitive APIs and abstractions that make a powerful distributed system easy to adopt and operate for the hundreds of internal users of our library. Our library runs on critical data paths that handle hundreds of millions of messages per second making performance, observability, and reliability paramount. We also develop and operate the service that bridges the clients fleet with the platform's control plane, handling complex balancing, scaling, and static stability challenges. We are seeking a Senior Software Engineer to help us evolve these features. You will collaborate directly with our users, tackle performance-critical code, and solve complex distributed systems challenges across the control plane, client libraries, and data plane. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Work within a distributed, high-impact team spanning Europe and the US, building critical technologies that power data pipelines for dozens of internal teams and hundreds of services. Architect and implement resilient interactions between our client libraries and the control plane. Optimize our high-throughput, low-level streaming library to push the boundaries of performance and efficiency. Champion the developer experience by providing

pythonjavagit
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Pinterest
📍 San Francisco• Remote
11 days ago

About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . About tvScientific tvScientific is the first and only CTV advertising platform purpose-built for performance marketers. We leverage massive data and cutting-edge science to automate and optimize TV advertising to drive business outcomes. Our solution combines media buying, optimization, measurement, and attribution in one, efficient platform. Our platform is built by industry leaders with a long history in programmatic advertising, digital media, and ad verification who have now purpose-built a CTV performance platform advertisers can trust to grow their business. Role Summary Join the tvScientific team as a Senior Account Executive on our CPA team, where you'll play a pivotal role in driving new business and revenue growth. In this position, you will focus on building and closing high-value client relationships within the cost-per-acquis

REMOTEaiCRM
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12 days ago

About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . As a Sr Client Partner at Pinterest, you will serve as a strategic visionary, cultivating trusted relationships with top-tier clients in the pharma industry through your deep expertise in full-funnel sales. By leveraging your nuanced understanding of client businesses, you will independently engage assigned customer accounts to promote Pinterest products effectively. Your primary responsibilities include meeting performance targets, developing new business, maintaining and expanding customer relationships, and resolving specific customer issues. By guiding clients’ efforts, you'll drive value for millions of Pinners seeking inspiration and action, forming strategic alliances both internally and externally. Success in this role depends on your ability to drive substantial revenue growth and spearhead a vision for long-term client success in a col

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16 days ago

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a strategic client advisor, you’ll build a deep understanding of each client’s business — including corporate strategy, business model, services offering, and technology — to help them achieve their goals and fully leverage Addepar’s solutions. As part of the Enterprise CSM Team , you will manage Addepar’s largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker-dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and revenue growth — playing a pivotal role in Addepar’s expansion. In this role, you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations, clearly articulating Addepar’s value proposition and aligning its capabilities with client needs and business objectives. Working cross-functionally, you will identify opportunities to deepen engagement, expand adoption, and develop and execute data-driven strategies to help Addepar grow new annual recurring revenu

aigoexcel
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Guidepoint
📍 New York• Full-time• $100K – $120K/yr
16 days ago

Overview: Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Healthcare client base. As a liaison for our clients and salespeople, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in New York City. What You'll Do: Serve as an advocate for the Insights product with corporate healthcare clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on therapeutic areas of focus, ongoing clinical trials of interest, and competing companies to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Lead renewal conversations, pricing discussions, and commercial engagements in partnership with internal teams Identify and drive upsell and cross-sell opportunities by expanding client usage of the Insights platform Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accredited University, Healthcare-adjacent coursework is a plus 6+ years of experience in account management, relationship management, or consultative sales Proven track record managing renewals and negotiating contracts Demonstrated success driving upsell and cross-

restaigo
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Pinterest
📍 Chicago• Full-time• From $92K/yr
19 days ago

About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . As a Sr Client Account Manager, you will be in charge of driving a sophisticated book of business featuring some of the largest advertisers at Pinterest. You’ll work directly with some of our key advertisers as a trusted consultant to their business. Your strategic advice, analytical skills and sales skills are core to bringing to life the value we deliver as a platform. In this role, you will help Home Retail advertisers translate inspiration into measurable business outcomes, connecting consumers from discovery to purchase in moments of high intent. You’ll partner with brands navigating performance goals such as efficient customer acquisition, catalog sales growth, and omnichannel conversion strategies, while helping them unlock the unique value of Pinterest as a platform where planning often precedes purchase. This is an opportunity to

awsgitrest
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