Client Onboarding Manager

11/24/2025

The Client Onboarding Manager is responsible for managing the end-to-end onboarding process for new clients and building strong relationships with them. They will also facilitate training and support to ensure clients understand systems and processes.

Working Hours

40 hours/week

Company Size

2-10 employees

Language

English

Visa Sponsorship

About The Company

My name is Doreen Patrick, virtual assistant and owner and founder of Virtual Business Partners (VBP). In business since early 2006, (and over 40+ years of combined experience among our team members) we are a virtual office based company that provides superior sales, marketing and administrative support to businesses and individuals seeking to minimize time spent on these tasks. We are committed to building and maintaining lasting business relationships based on trust and strong work ethics to assist you with growing your business. Virtual Business Partners strives to provide the most cost-effective solutions facing business owners throughout the United States by identifying tasks that can be delegated to VBP, freeing up time for you to grow your business. While some firms talk about what they can do for you, Virtual Business Partners is all about showing you what we can do for your business. Where most fledgling businesses fail in the first five years of existence, Virtual Business Partners is still going strong!

About the Role

Overview of the Role

The Client Onboarding Manager ensures a seamless and exceptional onboarding experience for new clients, fostering a strong relationship from the first interaction and setting the foundation for long-term success. The Client Onboarding Manager will be responsible for guiding clients and their respective team members through the initial stages of engagement, ensuring they feel valued, understood, and confident in our services.

Main duties include:

Manage the end-to-end onboarding process for new clients, ensuring all necessary documentation and procedures are completed accurately and efficiently.

Build and maintain strong relationships with clients, acting as their primary point of contact during the onboarding phase.

Participate in client engagement activities such as Business Discovery Tour, Client Conference, and other client visits.

Continuously seek opportunities to improve the onboarding process, ensuring it is as smooth and efficient as possible.

Facilitate training and provide support to clients and team members to ensure they understand systems and processes.

Collect and analyze feedback from clients to identify areas for improvement and ensure client satisfaction.

Conduct Partnering for Performance sessions with both clients and team members to address teething issues during onboarding.

Foster a positive and engaging work environment for team members, ensuring our core values are lived and fundamentals are observed regularly.

Lead and manage newly onboarded frontline team members

Bachelor’s degree in Business, Finance, or related field
Minimum of 3 years in client services or a related field within the financial services industry
Strong organizational and multitasking abilities
Excellent verbal and written communication skills
Strong problem-solving skills and attention to detail
Proficient in using CRM tools and related software

500k per incident HMO coverage + Dental & Optical benefits
2-week paid Christmas vacation
25k Educational Assistance
Training and equipment will be provided
Fixed schedule of Monday-Friday from 7 AM to 4 PM

Key Skills

Client ServicesOnboarding ProcessRelationship ManagementTrainingFeedback AnalysisProblem-SolvingCommunicationOrganizational SkillsMultitaskingAttention to DetailCRM ToolsFinancial ServicesTeam LeadershipProcess ImprovementEngagement Activities