Average Salary for Jobs with Customer Onboarding Skills

The average salary for jobs that require the skills of Customer Onboarding is $88,637 based on United States National Average.

Base Salary

Core compensation

$32,413
$144,860
$88,637
Annuities Customer Service Representative
Alternate Job Titles: Customer Support Annuity Policies

Processes orders and fulfills customer needs to ensure satisfaction. Answers consumer questions regarding annuity products or policies. Has strong working knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Typically reports to a supervisor or manager. Gains exposure to some of the complex tasks within the... View job details


Annuities Customer Service Supervisor
Alternate Job Titles: Customer Support Supervisor Annuity Policies

Oversees a staff of annuities customer service representatives and ensures annuity customers are satisfied and inquiries are handled in a timely manner. Responsible for training customer service representatives, and assists with the development and implementation of customer service operations and policies. Has thorough knowledge of annuities, current tax laws and other legislation that can impact... View job details


Annuities Director (New Business)
Alternate Job Titles: Director Business Development -Annuities | New Business Director - Annuities

Directs the development of new accounts and business relationships through sales, marketing, and referrals. Reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Stays abreast of any changes to laws and regulations which affect the activities of the business. Responsible for staffing and training of unit and ensures staff has full knowledge... View job details


Annuities Representative (New Business)
Alternate Job Titles: Business Development Representative -Annuities

Responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Responsible f... View job details


Annuities Supervisor (New Business)
Alternate Job Titles: Business Development Team Leader - Annuities

Supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Responsible for handling the more complicated client service issues such as contract exceptions or complaints referred by staff. May be responsible for developi... View job details


Annuity Services Director
Alternate Job Titles: Customer Satisfaction Director - Annuities | Customer Support Director Annuity Policies

Directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appr... View job details


New Accounts Representative I
Alternate Job Titles: Entry New Accounts Representative | New Customer Accounts Onboarding Representative I

Opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Makes ... View job details


New Accounts Representative II
Alternate Job Titles: Intermediate New Accounts Representative | New Customer Accounts Onboarding Representative II

Opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Makes ... View job details


New Accounts Representative III
Alternate Job Titles: New Customer Accounts Onboarding Representative III | Senior New Accounts Representative

Opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Makes ... View job details


New Policy Coordinator
Alternate Job Titles: Policy Application Processing Clerk

Processes incoming applications for new and renewing policies to include changes/updates according to company guidelines for group health, dental and/or life policies. Responsibilities include reviewing and screening requests, calculating new premiums, issuing new policies and associated documentation. Serves assigned accounts by responding to inquiries and resolving issues of concern. Requires an... View job details