Client Onboarding Consultant

Title: Client Onboarding Consultant

Location: Charlotte United States

Job Description:

Job#: 3021917

Job Description:

Client: Financial Services

Team: Client Delivery / Business Execution

Job Title: Client Onboarding Consultant

Location: Charlotte, NC | Hybrid 3x/week | Uptown

Contract Length: 6+ months

Rate: $40-45/hr

Top Requirements:

• 2+ years of client onboarding experience
• Experience supporting onboarding, account opening, or client documentation processes
• Data management and analysis
• Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
• Excellent communication (verbal, written, interpersonal)

Plusses:

• Project Management experience
• Ability to perform in fast‑paced, deadline‑driven environments

Job Summary:

This contractor will support the Sales team by managing the end‑to‑end client onboarding lifecycle. This includes document collection, account opening setup, and coordinating across Sales, Negotiation, and Operations teams. The resource will review and execute low‑to‑moderately complex business execution assignments while identifying process improvement opportunities and ensuring compliance with policies and procedures.

Day‑to‑Day Responsibilities:

• Manage pipeline of clients being onboarded and provide status updates to Sales, clients, Negotiation, and Operations
• Submit requests for all new client onboarding and account openings
• Collect onboarding documents (organizational docs, tax forms, agreements) from Sales, Relationship Managers, clients, or third‑party advisors
• Serve as the central point of contact for onboarding‑related inquiries and coordination
• Partner across internal support teams to ensure smooth handoffs and timely execution
• Review and analyze basic business execution tasks, exercising independent judgment where needed

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click here for more details.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.

Employee Type:

Contract

Location:

Charlotte, NC, US

Job Type:

Pay Range:

$46 - $48 per hour

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