Client Relationship Officer / Client Onboarding Officer

Association of International NGOs in Nepal (AIN)

United States

On-site

USD 55,000 - 85,000

Full time

2 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Association of International NGOs in Nepal (AIN) seeks a Client Relationship Officer / Client Onboarding Officer to support client onboarding, ongoing service, and relationship management. You will coordinate with sales, operations, and compliance teams to ensure accurate documentation and smooth account setup.

The role emphasizes effective client communication, detail-oriented onboarding, and proactive client satisfaction initiatives to support business growth.

Qualifications

  • Bachelor’s degree or above in a related field.
  • Experience in client relationship management, onboarding, or account operations preferred.
  • Strong understanding of onboarding procedures and documentation verification.
  • Excellent verbal and written communication with strong interpersonal skills.
  • Good organizational and time management abilities to handle multiple requests.
  • Attention to detail handling client information and records.
  • Ability to build professional relationships and deliver a positive client experience.

Responsibilities

  • Support client acquisition, onboarding and ongoing service activities.
  • Communicate with prospective and existing clients, understand needs and provide information.
  • Guide clients through onboarding, verify documents and coordinate account setup.
  • Maintain accurate client records and monitor onboarding progress.
  • Prepare relationship management reports and identify satisfaction improvements.
  • Collaborate with sales, operations, compliance and admin teams to streamline workflows.

Skills

Client relationship management
Customer service
Onboarding processes
Account management
Time management
Documentation verification
Effective communication

Education

Bachelor's degree

Tools

CRM platforms
Microsoft Office
Database management systems

Job description

Client Relationship Officer / Client Onboarding Officer – Role Description & Qualifications

We are seeking a proactive, customer-focused, and detail-oriented Client Relationship Officer / Client Onboarding Officer to support client acquisition, onboarding, relationship management, and ongoing client service activities. The successful candidate will play an important role in delivering a positive client experience, building long-term professional relationships, and ensuring a smooth and efficient onboarding process.

Key responsibilities include communicating with prospective and existing clients, understanding their needs, providing relevant product and service information, and guiding them through the onboarding process. The role involves collecting and verifying client information, reviewing onboarding documentation, coordinating account setup, maintaining accurate client records, and ensuring all required procedures are completed in accordance with internal policies and regulatory requirements.

The Client Relationship Officer will serve as a primary point of contact for client inquiries, providing timely assistance, resolving service-related issues, and coordinating with internal departments to ensure client requests are handled efficiently. Additional responsibilities include following up with clients, monitoring onboarding progress, maintaining client databases, preparing relationship management reports, and identifying opportunities to improve client satisfaction and retention.

The position also requires close collaboration with sales, operations, compliance, and administrative teams to streamline onboarding workflows, strengthen client engagement, and maintain high service standards.

Qualifications
  • Bachelor’s degree or above in Business Administration, Finance, Marketing, Management, Communications, or a related field.
  • Experience in client relationship management, customer service, client onboarding, account management, or administrative operations is preferred.
  • Strong understanding of client onboarding procedures, documentation verification, customer engagement, and service coordination.
  • Excellent verbal and written communication skills with strong interpersonal abilities.
  • Good organizational and time management skills, with the ability to manage multiple client requests and priorities.
  • Strong attention to detail when handling client information, documentation, and administrative records.
  • Ability to build and maintain professional relationships while delivering a positive client experience.
  • Good problem-solving and conflict-resolution skills, with a customer-oriented approach.
  • Proficiency in Microsoft Office applications, CRM platforms, and relevant business management systems.
  • Ability to handle confidential client information with professionalism and discretion.
  • Strong teamwork skills and the ability to collaborate effectively across different departments.
  • A proactive attitude, willingness to learn, and commitment to continuous improvement.
  • The ideal candidate is a professional, approachable, and service-oriented individual who enjoys working with people, building lasting client relationships, and ensuring seamless onboarding experiences. The successful candidate should demonstrate strong communication skills, attention to detail, and the ability to contribute to client satisfaction, operational efficiency, and overall business growth.
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Client Success Officer
Client Success Officer

JPMorganChase • Chicago (IL)

On-site
USD 85,000 - 130,000
Client Services Administrator
Client Services Administrator

DISCflex LLC • City of Rochester (NY)

On-site
USD 52,000 - 68,000
Client Management Coordinator
Client Management Coordinator

Cantor Fitzgerald • Jacksonville (FL)

On-site
USD 60,000 - 85,000
Client Success Officer, Vice President
Client Success Officer, Vice President

Testing Site - JPMC • Charlotte (NC)

On-site
USD 90,000 - 140,000
Client Success Officer, Vice President
Client Success Officer, Vice President

Testing Site - JPMC • Chicago (IL)

On-site
USD 90,000 - 130,000
Travel opportunities (20% travel)
Career growth opportunities
Diverse client exposure
Client Relationship Manager(25)
Client Relationship Manager(25)

Oasis Resource Management Pvt Ltd • Town of Delhi (NY)

On-site
USD 55,000 - 75,000
Client Onboarding Manager
Client Onboarding Manager

Landing Point • Boston (MA)

On-site
USD 83,000 - 103,000
Client Relations Coordinator
Client Relations Coordinator

Rimkus • Houston (TX)

On-site
USD 42,000 - 64,000
Health plan (Medical, Dental & Vision)
Retirement plan (401k)
Life Insurance (Basic & Voluntary)
+5
Client Relations Coordinator
Client Relations Coordinator

Rimkus Consulting Group, Inc • Houston (TX)

On-site
USD 45,000 - 65,000
Health care
Retirement plan
Life insurance
+4
Private Client Officer
Private Client Officer

Insbank • Murfreesboro (TN)

On-site
USD 60,000 - 90,000