ZipRecruiter

Log In

1

Client Onboarding Analyst Jobs in Delaware (NOW HIRING)

Chase

Client Ops Associate II

Newark, DE · On-site

  • Medical

  • Retirement

We continuously strive to enhance the client onboarding experience by delivering straight through ... Ability to work independently and as part of team to proactively identify and logically analyse ...

TD Bank Group

Financial Advisor Associate - Bear, DE

Bear, DE · On-site

$61K - $92K/yr

  • Medical

  • Retirement

  • PTO

Completion of a financial needs analysis to provide objective, individualized goals based advice * Completion of all requisite client onboarding documents * Provides education, coaching, Wealth ...

Td

Financial Advisor Associate - Bear, DE

Bear, DE · On-site

$61K - $92K/yr

  • Medical

  • Retirement

  • PTO

Completion of a financial needs analysis to provide objective, individualized goals based advice * Completion of all requisite client onboarding documents * Provides education, coaching, Wealth ...

M&T Bank

Senior Client Advisor

Wilmington, DE

$153K - $256K/yr

... and onboarding stages involving UHNW clients. * Serve in tandem with Wealth Advisors as joint ... Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in ...

Wilmington Trust

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

... and onboarding stages involving UHNW clients. * Serve in tandem with Wealth Advisors as joint ... Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in ...

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

... and onboarding stages involving UHNW clients. * Serve in tandem with Wealth Advisors as joint ... Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in ...

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

... and onboarding stages involving UHNW clients. * Serve in tandem with Wealth Advisors as joint ... Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in ...

Wilmington Trust

Senior Client Advisor

Wilmington, DE

$153K - $256K/yr

... and onboarding stages involving UHNW clients. * Serve in tandem with Wealth Advisors as joint ... Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in ...

next page

Showing results 1-20

All JobsClient Onboarding Analyst JobsClient Onboarding Analyst Jobs in Delaware

Client Onboarding Analyst information

See Delaware salary details

$14

$32

$53

How much do client onboarding analyst jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client onboarding analyst in Delaware is $32.05, according to ZipRecruiter salary data. Most workers in this role earn between $25.96 and $34.90 per hour, depending on experience, location, and employer.

What does a client onboarding analyst do?

A Client Onboarding Analyst is responsible for guiding new clients through the process of setting up accounts and ensuring all necessary documentation and regulatory requirements are met. They act as a liaison between clients and internal teams to streamline the onboarding process, verify client information, and address any concerns or questions. Their work helps reduce risk and ensures compliance with industry standards and company policies, making the transition for new clients as smooth and efficient as possible.

What is the difference between Client Onboarding Analyst vs Client Relationship Manager?

AspectClient Onboarding AnalystClient Relationship Manager
Primary FocusFacilitating new client onboarding processesManaging ongoing client relationships
ResponsibilitiesVerifying client information, coordinating onboarding steps, ensuring complianceBuilding client rapport, addressing client needs, upselling services
Required SkillsAttention to detail, communication, knowledge of onboarding proceduresCommunication, relationship management, sales skills
Work EnvironmentCorporate, client-facing, process-drivenCorporate, client-facing, relationship-focused

While both roles involve client interaction, the Client Onboarding Analyst primarily handles the initial setup and compliance processes for new clients, ensuring a smooth transition. In contrast, the Client Relationship Manager focuses on maintaining and growing ongoing client relationships, addressing their needs, and fostering loyalty.

What are some common challenges faced by client onboarding analysts during the onboarding process?

Client Onboarding Analysts often encounter challenges such as managing tight deadlines, navigating complex regulatory requirements, and coordinating between multiple internal teams and external clients. They must ensure all documentation is accurate and complete, which requires strong attention to detail and excellent communication skills. Additionally, adapting to evolving compliance standards and handling unique client needs can make the role dynamic and rewarding, but also demanding at times.

What does a client onboarding analyst do?

A client onboarding analyst analyzes and improves an organization’s client onboarding process, or process of bringing in new business clients. Job duties involve developing onboarding systems to collect accurate client information, maintaining accurate data, ensuring regulatory compliance, and lowering overall business risk. This career requires an intimate understanding of the current process, including both customer service and management experience. Additional qualifications for a client onboarding analyst include strong communication skills, knowledge of relevant industry computer software, and the ability to work well on a team.

How to become a client onboarding analyst?

To become a client onboarding analyst, candidates typically need a bachelor's degree in business, finance, or a related field. Relevant skills include strong communication, attention to detail, and proficiency with customer relationship management (CRM) tools. Gaining experience in client service or onboarding processes can also improve job prospects.

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

To thrive as a Client Onboarding Analyst, you need strong analytical skills, attention to detail, and a background in finance, business, or a related field, often supported by a relevant degree. Familiarity with client relationship management (CRM) systems, KYC/AML compliance tools, and onboarding platforms is typically required. Outstanding communication, problem-solving, and organizational abilities help build rapport with clients and coordinate efficiently across teams. These skills ensure seamless client integration, regulatory compliance, and high client satisfaction in a competitive financial environment.
More about Client Onboarding Analyst jobs

What are popular job titles related to Client Onboarding Analyst jobs in Delaware?

For Client Onboarding Analyst jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Analyst jobs in Delaware look for?

The top searched job categories for Client Onboarding Analyst jobs in Delaware are:

What are popular job titles related to Client Onboarding Analyst jobs in DE?

For Client Onboarding Analyst jobs in DE, the most frequently searched job titles are:

Client Onboarding Analyst jobs near you
Infographic showing various Client Onboarding Analyst job openings in Delaware as of August 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution, with an average salary of $66,668 per year, or $32.1 per hour.

Client Onboarding Associate (Know Your Customer Verification - Mergers & Acquisitions, Business Escr

M&T Bank

Wilmington, DE • On-site

$14 - $19.50/hr

Full-time

Re-posted 4 days ago

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

79th of 171 rated banks

Job description

Overview:
Join M&T Bank's Client Onboarding and Support Team (COAST) and play a critical role in protecting the bank while supporting complex Global Capital Markets and Institutional Services clients. As a Client Onboarding Associate, you will conduct detailed Know Your Customer (KYC) and account onboarding reviews to ensure new client relationships are established accurately, efficiently, and in full compliance with regulatory requirements. This role serves as a key first line of defense for the bank, helping mitigate regulatory, operational, and reputational risk through thorough document review and due diligence. You'll gain exposure to a diverse portfolio of financial products and client structures, including mergers and acquisitions, corporate debt transactions, business escrows, complex trust relationships, and Global Capital Markets custody accounts. This is an excellent opportunity for individuals who thrive in a detail-oriented environment, enjoy problem-solving, and have an interest in banking operations, compliance, risk management, or financial services.
Primary Responsibilities:
  • Perform comprehensive KYC, Customer Due Diligence (CDD), and client onboarding reviews to ensure all documentation is complete, accurate, and compliant with applicable regulatory requirements.
  • Review account-opening documentation, validate signatures, dates, entity information, and ownership structures, and ensure all required information has been properly captured.
  • Analyze client documentation and supporting materials to identify discrepancies, missing information, or potential compliance concerns.
  • Open and maintain client accounts on bank systems while ensuring proper coding and setup of account information.
  • Partner with internal business teams, relationship managers, and service partners to obtain required information and resolve documentation issues.
  • Escalate complex, high-risk, or unusual situations as appropriate.
  • Prioritize competing requests and manage workload effectively while meeting established service-level commitments.
  • Support audits, regulatory reviews, and compliance-related initiatives by maintaining high standards of accuracy and documentation quality.
  • Identify opportunities to improve processes, enhance controls, and strengthen the overall client onboarding experience.
  • Maintain a strong understanding of applicable banking regulations, KYC requirements, and internal policies governing client onboarding activities.

What Makes This Role Unique:
  • Serve as a critical first line of risk defense for the bank.
  • Gain exposure to sophisticated financial products and transactions.
  • Work with a broad range of client types, from corporate entities to complex trust and escrow structures.
  • Develop valuable experience in KYC, regulatory compliance, client onboarding, and operational risk management.
  • Build a strong foundation for future career growth within banking, operations, compliance, risk, and financial services.

Ideal Candidate:
  • The ideal candidate is highly detail-oriented, naturally organized, and takes pride in producing accurate work.
  • They are comfortable working independently, enjoy reviewing and validating information, and understand the importance of maintaining compliance in a regulated environment.
  • They bring a strong sense of accountability and recognize that the quality of their work directly contributes to protecting the bank and delivering an exceptional client experience.
  • Recent graduates with degrees in Business Administration, Accounting, Finance, Economics, Management, or related fields who have internship or prior work experience are encouraged to apply.

Education and Experience Required:
  • 5+ years' of combined higher education and/or work experience.

Education and Experience Preferred:
  • Strong attention to detail with the ability to identify inconsistencies and potential risks.
  • Ability to work independently and exercise sound judgment in a process-driven environment.
  • Strong organizational, analytical, and problem-solving skills.
  • Effective verbal and written communication skills.
  • Experience in banking, financial services, branch banking, or operations environments.
  • Knowledge of KYC, Customer Due Diligence (CDD), FinCEN requirements, compliance programs, audits, or regulatory review processes.
  • Experience supporting client onboarding, account opening, or back-office banking operations.
  • Background in accounting, bookkeeping, accounts payable, accounts receivable, financial operations, or similar detail-oriented financial functions.
  • Understanding of financial products, client account structures, and regulatory compliance requirements.
  • Proficiency with Microsoft Office applications, including Excel and Word.

Work Model & Office Location:
  • This is a hybrid role requiring four days per week in the office.
  • Eligible candidates must live within reasonable commuting distance to 1100 North Market Street, Wilmington, DE 19801.

Required Availability:
  • Monday-Friday, 10:00am-7:00pm (with a one-hour lunch break).

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $28.60 - $47.66 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Wilmington, Delaware, United States of America

What M&T Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply