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Assistant Client Onboarding Jobs in Delaware (NOW HIRING)

Resource Solutions

Recruiting Coordinator

Wilmington, DE · On-site

$19.50 - $26/hr

... process. Assist with recruitment process and work closely with the Recruiters in making sure all ... Acting as a key point of contact to liaise with the key delivery teams and the client's on-boarding ...

Novoco

Client Bookkeeper

Dover, DE · On-site +1

$37K - $50K/yr

Position Summary The Client Bookkeeper performs ongoing, execution-focused bookkeeping services for ... * Assist with training and onboarding of new bookkeeping hires, including coaching on company ...

Novoco

Senior Client Bookkeeper

Dover, DE · On-site +1

$47K - $63K/yr

Position Summary The Senior Client Bookkeeper performs execution-focused bookkeeping services for ... * Assist with training and onboarding of new bookkeeping hires, including coaching on company ...

Adam R Necelis CPA LLC

Be Seen First

Client Service Coordinator

New Castle, DE · On-site

$22 - $28/hr

After successful onboarding and demonstrated performance, employees may become eligible for a ... Respond to client emails and general questions * Assist clients with our secure online document ...

Adam R Necelis CPA LLC

Be Seen First

Client Service Coordinator

New Castle, DE · On-site

$22 - $28/hr

After successful onboarding and demonstrated performance, employees may become eligible for a ... Respond to client emails and general questions * Assist clients with our secure online document ...

TriOptus LLC

AML Analyst

Delaware City, DE · On-site

Mantas 2. Client-On boarding and Maintenance and Transaction monitoring referrals 3. Referrals from ... assist in identifying unusual transaction patterns. bull Document and report the review ...

Verdugo Strategies

2026 Temporary HR Assistant

Dover, DE · On-site

$29K - $38K/yr

... all client entities. ? Onboarding & Lifecycle Logistics: Coordinate administrative tasks for hiring, onboarding, and offboarding. Assist with preparing offer letters, set up new hires in Paylocity ...

ARMStaffing

Travel Physical Therapist Assistant

Smyrna, DE · On-site

$24.50 - $32.25/hr

Complimentary Onboarding We pay your way through onboarding including Physicals, TITERS, and ... client's criteria. This allows us to tailor our services to best suit the staffing needs of our ...

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All JobsClient Onboarding JobsAssistant Client Onboarding JobsAssistant Client Onboarding Jobs in Delaware

Assistant Client Onboarding information

What does an assistant client onboarding do?

An Assistant Client Onboarding professional supports the process of integrating new clients into a company’s services or platforms. Their responsibilities include gathering necessary documentation, verifying client information, coordinating with internal teams, and ensuring all onboarding steps are completed efficiently. They play a crucial role in providing a smooth and positive first experience for clients, addressing their queries, and troubleshooting initial issues. This position often requires strong communication, attention to detail, and organizational skills.

What are some common challenges faced by assistant client onboarding professionals, and how can they be addressed?

Assistant Client Onboarding professionals often encounter challenges such as managing tight deadlines, coordinating between multiple departments, and ensuring accurate documentation for compliance purposes. These challenges can be addressed by developing strong organizational skills, maintaining effective communication with both internal teams and clients, and staying updated on regulatory requirements. Proactively anticipating client needs and being detail-oriented are also essential to ensure a smooth onboarding process and build positive client relationships.

What is the difference between Assistant Client Onboarding vs Client Onboarding Specialist?

AspectAssistant Client OnboardingClient Onboarding Specialist
CredentialsHigh school diploma or equivalent; some roles may require basic certificationsBachelor's degree often preferred; certifications in customer service or onboarding are common
Work EnvironmentSupportive office or remote team assisting with onboarding tasksClient-facing roles, often in financial, tech, or consulting industries
Employer UsageEntry-level support role within onboarding teamsSpecialized role responsible for managing the onboarding process end-to-end
Search & Comparison IntentOften searched by those seeking entry-level onboarding support rolesCompared by those looking for more advanced onboarding responsibilities

While both roles support client onboarding, the Assistant Client Onboarding typically handles administrative and support tasks, whereas the Client Onboarding Specialist manages the entire onboarding process, often with more client interaction and responsibility.

What are the key skills and qualifications needed to thrive as an assistant client onboarding, and why are they important?

To thrive as an Assistant Client Onboarding, you need strong organizational skills, attention to detail, and a background in business administration or finance. Familiarity with CRM platforms, onboarding software, and compliance management systems is typically required. Excellent interpersonal skills, problem-solving abilities, and clear communication help build positive client relationships and ensure a seamless onboarding experience. These skills ensure accuracy, regulatory compliance, and client satisfaction during the crucial initial phase of the client relationship.
What are the most commonly searched types of Client Onboarding jobs in Delaware? The most popular types of Client Onboarding jobs in Delaware are:
What cities in Delaware are hiring for Assistant Client Onboarding jobs? Cities in Delaware with the most Assistant Client Onboarding job openings:
Assistant Client Onboarding jobs near you
Infographic showing various Assistant Client Onboarding job openings in Delaware as of July 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution.

Senior Relationship Manager - Trust Onboarding

Eleutherian Trust Company

Wilmington, DE • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Job description

Senior Relationship Manager - Trust Onboarding is responsible for managing the end-to-end onboarding of new trust relationships while serving as a primary point of contact for clients, advisors, and internal teams. This role ensures a smooth, compliant, and high-touch client experience, from initial intake through account establishment and ongoing relationship management.
The ideal candidate combines strong fiduciary knowledge, exceptional client service skills, regulatory awareness, and operational precision, with the ability to thrive in a small, entrepreneurial trust company environment.
Key Responsibilities
Client Onboarding & Account Setup
  • Manage the full onboarding lifecycle for new trust, estate, foundation, and fiduciary accounts.
  • Review trust documents, governing instruments, and supporting materials for completeness, accuracy, and compliance.
  • Coordinate KYC, AML, CIP, and due diligence processes in accordance with regulatory requirements.
  • Work closely with legal, compliance, and operations teams to ensure proper account establishment.
  • Prepare onboarding summaries and account profiles for internal approval and acceptance committees.

Relationship Management
  • Serve as a primary relationship contact for clients, beneficiaries, attorneys, CPAs, financial advisors, and family offices.
  • Build long-term client relationships through responsive, high-quality service.
  • Address client inquiries related to account setup, administration, distributions, and trust operations.
  • Proactively identify client needs and recommend appropriate fiduciary and administrative solutions.

Trust Administration Support
  • Assist with interpretation of trust documents and administrative provisions.
  • Support discretionary distribution requests, documentation, and approvals.
  • Coordinate funding of new accounts and asset transfers.
  • Ensure accurate account documentation and system setup.

Compliance & Risk Management
  • Ensure onboarding and ongoing relationships adhere to regulatory, fiduciary, and internal policy requirements.
  • Monitor documentation standards, regulatory compliance, and risk management protocols.
  • Assist in audits, examinations, and regulatory reviews.

Process Improvement & Operations
  • Help design, improve, and document onboarding workflows and procedures.
  • Identify opportunities to improve efficiency, service quality, and compliance controls.
  • Participate in system enhancements and digital onboarding initiatives.

Qualifications
Education & Experience
  • Bachelor's degree in Finance, Business, Accounting, Economics, Legal Studies, or related field (required).
  • 7+ years of experience in trust administration, fiduciary services, private banking, or wealth management.
  • Experience in trust onboarding, fiduciary operations, compliance, or relationship management strongly preferred.
  • Knowledge of trust structures, estate planning concepts, fiduciary law, and regulatory requirements.

Skills & Competencies
  • Strong understanding of trust administration, fiduciary duties, and regulatory compliance.
  • Exceptional communication and interpersonal skills.
  • High attention to detail with strong organizational and documentation skills.
  • Ability to manage multiple priorities in a fast-paced, small-company environment.
  • Strong judgment, discretion, and professionalism when handling sensitive client matters.
  • Proficiency in trust accounting systems, CRM platforms, and Microsoft Office.

Certifications (Preferred but Not Required)
  • CTFA (Certified Trust and Fiduciary Advisor)
  • JD

Compensation & Benefits
  • Competitive salary based on experience
  • Performance-based bonus
  • Health, dental, and vision insurance
  • Retirement plan
  • Paid time off and holidays
  • Professional development and continuing education support

Why Join Us
  • Work closely with senior leadership in a boutique, entrepreneurial environment
  • Meaningful client relationships and high-impact role
  • Opportunity to shape onboarding processes and client experience
  • Long-term growth potential

Apply