Jobs in United States

Client Onboarding Specialist in United States

733 active opportunities · Updated October 2026

Explore current client onboarding specialist jobs across United States. Filter by work mode, employment type, experience, department, date posted and distance.

C
📍 Jersey City New Jersey United States, United States
✓ High-confidence listingCompany trend +800%
Quick readStrong listing-quality and freshness signals

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together. Position Overview: The Senior Platform Engineering Lead is a pivotal senior-level engineering position responsible for driving the

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C
📍 Tampa Florida United States, United States
✓ High-confidence listingCompany trend +800%
Quick readStrong listing-quality and freshness signals

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. About the Team: The <span style="font-size:inherit"

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C
📍 Hanford California United States, United States
✓ High-confidence listingCompany trend +800%
Quick readStrong listing-quality and freshness signals

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities : Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular value-add

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JI
📍 Pontiac, MI, United States
✓ High-confidence listingCompany trend +1766.7%
Quick readStrong listing-quality and freshness signals

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Maintenance Supervisor – JLL What this job involves: This UAW Maintenance Supervisor position is a hands-on technical role for our Pontiac, MI, location with a very high expectation of &#34;wrench time.&#34; You will be a critical part of our facilities team, responsible for maintaining, troubleshooting, and repairing essential equipment across multiple buildings. We are seeking a multi-skilled expert with a strong focus on plumbing who can independently diagnose and resolve issues with HVAC, water/steam processes, and other building infrastructure. This role is essential for ensuring our client's facilities operate safely and efficiently, requiring a high level of technical expertise and the readiness to respond to on-call emergencies. This position operates under the International Union of Operating Engineers (IUOE Local 99). What your day-to-day will look like: Perform all routine maintenance, repairs, and installations of plumbing, HVAC, and building mechanical systems. Diagnose and troubleshoot critical equipment, including supply air units, exhaust fans, pressure boiler systems, pumps, and valves. Monitor equipmen

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C
📍 Field Ohio, United States
✓ High-confidence listingCompany trend +340.2%
Quick readStrong listing-quality and freshness signals

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary: Builds strategic partnerships with assigned producers and customers to achieve profitable growth and cross sell objectives for assigned business or customer segments, products, and assigned geographies. Strong understanding of customer needs and expectations across multiple market segments. Moderate influence on the sale and retention of business. Fundamental Components: Oversees targeted business prospects to develop new opportunities and cross sell business to ensure profitable customers and help grow the business through consultative consulting, issue resolution, and superior service. Manages and builds producer relations as needed depending on book of business or market segment(s) being supported. Identifies opportunities to partner with the client by drawing from the entire spectrum of product lines, illustrating a keen understanding of clients' multifaceted needs and benefits utilizing Aetna's full product array (e.g., fully vs. self-insured, product combinations and/or product specializations by industry). Develops, executes, and communicates company objectives that are aligned with prospect’s objectives, financial position, and employee benefits strategy. Coordinates sales materials, testimonials, and support from SME’s to put together presentations for clients. Delivers organized polished presentatio

Salesforce
B
📍 Herndon, United States
✓ High-confidence listingCompany trend +457.1%
Quick readStrong listing-quality and freshness signals

Audiovisual Technician / Installer (Associate, Experienced or Senior) Company: The Boeing Company Boeing Defense, Space & Security (BDS) / Intelligence Systems (IS) is looking for a motivated and self-starting Audiovisual Technician / Installer (Associate, Experienced or Senior) to join our team based in Herndon, VA . Position Responsibilities: Survey, plan, design, configure, and test multi-classification AV solutions tailored for government customers. Create custom audiovisual system designs, including DSP layouts and system configurations Participate in customer stakeholder meetings to gather, document, and validate system requirements. Research, evaluate, and recommend technology solutions to address customer needs Prepare detailed system engineering documentation such as signal flow diagrams, line diagrams, bills of materials, rack elevations, and cable plant layouts Continuously enhance industry knowledge and technical skills through ongoing training, certifications, and review of relevant trade publications Support and lead onsite AV system installations and configuration phases Collaborate closely with customer facility teams, subcontractors, and vendors during installation as needed Assist in developing end-user training materials, as well as operations and maintenance plans Conduct thorough in-house testing and perform on-site system commissioning at client locations Basic Qualifications (Required Skills/Experience): This position requires an active Top Secret/SCI U.S. Security Clearance with an active Counterintelligence Polygraph (U.S. Citizenship Required) (A U.S. Security Clearance that

AutocadRecruitment
B
📍 Herndon, United States
✓ High-confidence listingCompany trend +457.1%
Quick readStrong listing-quality and freshness signals

Audiovisual Design & Integration Specialist (Experienced or Senior) Company: The Boeing Company Boeing Defense, Space & Security (BDS) / Intelligence Systems (IS) is seeking motivated and self-starting Audiovisual Design & Integration Specialist (Experienced or Senior) for a position based in Herndon, VA . Our team in the Washington, DC Metro region designs, configures, and operates advanced AV systems for U.S. Government customers. Position Responsibilities: Survey, plan, develop, design, configure, and test multi-classification AV solutions for government customers. Generate custom audiovisual system designs, including DSP layouts and systems configuration. Lead or attend customer stakeholder meetings to collect and document or validate system requirements. Research, identify, and recommend technology options to solve customer problems Draft system engineering documentation, including signal flows, line diagrams, bills of materials, rack elevations, and cable plants Support onsite installation of AV systems and lead system configuration phases Coordinate with customer facilities teams and other onsite sub-contractors and vendors during systems installation as required Support the development of end-user training materials and operations & maintenance plans Perform in-house testing and on-site commissioning at client locations Develop expertise in the industry through continuing training, certifications, and review of trade publications Basic Qualifications (Required Skills/Experience): This position requires an active Top Secret/SCI U.S. Security Clearance (U.S. Citizenship Re

Recruitment
B
📍 Herndon, Vatican City State (holy See), United States
✓ Quality checkedCompany trend +457.1%

Audiovisual Technician / Installer (Associate, Experienced or Senior) Company: The Boeing Company Boeing Defense, Space & Security (BDS) / Intelligence Systems (IS) is looking for a motivated and self-starting Audiovisual Technician / Installer (Associate, Experienced or Senior) to join our team based in Herndon, VA . Position Responsibilities: Survey, plan, design, configure, and test multi-classification AV solutions tailored for government customers. Create custom audiovisual system designs, including DSP layouts and system configurations Participate in customer stakeholder meetings to gather, document, and validate system requirements. Research, evaluate, and recommend technology solutions to address customer needs Prepare detailed system engineering documentation such as signal flow diagrams, line diagrams, bills of materials, rack elevations, and cable plant layouts Continuously enhance industry knowledge and technical skills through ongoing training, certifications, and review of relevant trade publications Support and lead onsite AV system installations and configuration phases Collaborate closely with customer facility teams, subcontractors, and vendors during installation as needed Assist in developing end-user training materials, as well as operations and maintenance plans Conduct thorough in-house testing and perform on-site system commissioning at client locations Basic Qualifications (Required Skills/Experience): This position requires an Active U.S Top Secret/SCI U.S. Security Clearance (U.S. Citizenship Required) (A U.S. Security Clearance that has been active in the past 24 months is

AutocadRecruitment
F
📍 Chicago, Illinois, United States
✓ High-confidence listingCompany trend -87.3%

$83K – $105K/yr

Quick readStrong listing-quality and freshness signals

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The Opportunity: This role has a robust compensation package: Base salary: $83,000-105,000; OTE: $1866,000-210,000, uncapped accelerators, equity grants, competitive benefits and more. We are seeking an Account Executive with experience in end to end supply chain solutions and fulfillment to build and maintain a healthy book of business. You'll be part of a high-performing team where you’ll focus on building up Flexport’s brand while solving customer problems with tech-enabled supply chain and fulfillment solutions. A normal day might include leading a discovery call with a prospect to uncover more about their supply chain processes, project managing the complexities of a global supply chain, reviewing a customer’s growth strategy with their Flexport Operations Team, jumping on a plane and travel with a prospective client to tour a Flexport warehouse, or sharing your best practices with the broader sales team in a peer learning session. You will Build your book of business by closing net-new customers and/or cross-selling and upselling existing customers that contribute to Flexport's overall revenue goals Uncover and connect with ideal clients through a combination

Supply ChainLogisticsWarehouse
C
📍 New York New York United States, United States
✓ High-confidence listingCompany trend +800%
Quick readStrong listing-quality and freshness signals

Job Description We are looking to hire an experienced strategist to join Citi Equity Trading Strategy (CETS) team in New York with a focus on thematic investing. The team is responsible for providing market commentary on the global equity markets, including tactical market analysis. CETS combines macro, equity and derivatives viewpoints to make directional and relative value trading calls alongside medium-term thematic views. The candidate will be a key contributor to, and communicator of, views to Citi’s trading platform, institutional clients and the Citi Private Bank. Additionally, the US CETS Strategist will partner with the US and global CETS and research teams. Key Responsibilities: Contribute to building and executing a fundamentally based framework for thematic investment. Primarily for custom baskets, but also including sectors, ETFs and related products Coverage of US equity market, including top-down analysis of valuation, earnings, options markets, sector recommendations and trade ideas Thought leadership for US equity trading & sales Generate formal client recognition for Citi’s US equity strategy product via client votes and external poll rankings <span style="color

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C
📍 Hauppauge New York United States, United States
✓ High-confidence listingCompany trend +800%
Quick readStrong listing-quality and freshness signals

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect a

Artificial IntelligenceAICustomer Service
C
📍 New York New York United States, United States
✓ Quality checkedCompany trend +800%

Citi's Equity Research team is looking for an Associate with strong financial fundamentals, intellectual curiosity and a genuine interest in investing. You’ll develop company expertise, financial modeling skills, and investment insights while covering one of the most dynamic sectors in the global market. Previous experience covering the Technology sector is not required, we welcome candidates from other industries who are excited to learn and transition into areas such as Semis, Networking, Hardware, Quantum and other technology subsectors. Responsibilities Support senior analysts in researching companies across the Technology & Communications sector. Build and maintain financial models, valuation analyses, and earnings forecasts. Analyze company financial statements, industry trends, competitive positioning, and market developments. Assist with writing research reports, earnings previews and recaps, thematic reports, and investment recommendations. Participate in earnings calls, company meetings, industry conferences, and investor events. Monitor news flow, financial results, and industry developments to identify investment opportunities and risks. Prepare presentation materials and research supporting client discussions. Collaborate closely with senior analysts while developing deeper sector expertise and research skills. Contribute to a collaborative team environment while maintaining high standards of accuracy, integrity, and professional Required Qualifications & Skills 2 to 3 years of experience in Equity Research, Investment Banking, Corporate Finance, Asset Management, Valuation, or another financial markets-related role. Strong understanding of financial statements, accounting fundamentals, and corporate finance. Experience building financial models and performing com

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B
📍 Marion, North Carolina, United States
✓ High-confidence listingCompany trend +350%
Quick readStrong listing-quality and freshness signals

This is where your work makes a difference. At Baxter, we believe every person—regardless of who they are or where they are from—deserves a chance to live a healthy life. It was our founding belief in 1931 and continues to be our guiding principle. We are redefining healthcare delivery to make a greater impact today, tomorrow, and beyond. Our Baxter colleagues are united by our Mission to Save and Sustain Lives. Together, our community is driven by a culture of courage, trust, and collaboration. Every individual is empowered to take ownership and make a meaningful impact. We strive for efficient and effective operations, and we hold each other accountable for delivering exceptional results. Here, you will find more than just a job—you will find purpose and pride. Your Role at Baxter This is where my hands make life-sustaining products You are driven by the knowledge that the products you help make saves and sustain lives. You can move quickly, address questions, and encourage teammates, all while getting quality products out on time. You are calm, positive, and a key part of a fast-paced environment that emphasizes camaraderie and teamwork. As a SR Production Technician, Pouch , you are happiest when you are moving, and we will not disappoint! Baxter is known for its speed and high-quality product. Our manufacturing operations are around-the-clock to meet the needs of our customers. Our high-caliber talent works through the challenges at hand while pushing toward meeting client order needs. Different shift assignments allow for flexibility and safety. In this role you are responsible for performance of tasks related to drug formu

Recruitment
P
📍 Chicago, United States
✓ High-confidence listingCompany trend -86.3%
Quick readStrong listing-quality and freshness signals

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 . Pinterest is on a mission to improve the comprehensiveness and shoppability of ads on our platform. We’re accomplishing this by expanding our advertising demand sources through partnerships with third-party ad platforms and working closely with Agencies and media companies who manage performance marketing budgets. As a member of the Programmatic Technical Operations team, you will drive the success of Pinterest’s programmatic ad products by serving as the primary client contact for deal creation, campaign setup, and launches. You’ll troubleshoot technical issues, optimize campaigns for performance, and collaborate closely with cross functional teams to elevate client outcomes and enhance internal processes. What you'll do: Act as a key point of contact for clients, supporting programmatic deal creation, campaign setup, and ensuring smooth campai

P
📍 New York, New York, United States
✓ High-confidence listing

$125K – $175K/yr

Quick readStrong listing-quality and freshness signals

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered ad

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