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Client Onboarding Associate Jobs in Delaware (NOW HIRING)

Td

Financial Advisor Associate - Bear, DE

Bear, DE · On-site

$61K - $92K/yr

TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to ... Completion of all requisite client onboarding documents * Provides education, coaching, Wealth ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...

Wilmington Trust

Wealth Client Associate

Wilmington, DE

$24.87 - $41.45/hr

Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...

Help At Home

Intake Client Associate

Dover, DE · On-site

$21 - $24/hr

Support the onboarding, training, and continuous development of Intake Client Associates. Provide mentorship, feedback, and foster a culture of professional growth. * Facilitate collaboration with ...

Novoco

Client Bookkeeper

Dover, DE · On-site +1

$37K - $50K/yr

... onboarding of new bookkeeping hires, including coaching on company tools, templates, and close ... Associate's degree in accounting, finance, or a related field, and 3-5 years of progressive ...

Novoco

Senior Client Bookkeeper

Dover, DE · On-site +1

$47K - $63K/yr

... onboarding of new bookkeeping hires, including coaching on company tools, templates, and close ... Associate's degree in accounting, finance, or a related field, and 3-5 years of progressive ...

Wolters Kluwer

Customer Success Associate

Wilmington, DE · On-site

$36K - $61K/yr

Proactively support the onboarding process for new customers. * Address and resolve a broader range ... Maintain and enhance strong client relationships. Skills: * Enhanced Communication: Improved verbal ...

Wolters Kluwer

Customer Success Associate

Wilmington, DE

$36K - $61K/yr

Proactively support the onboarding process for new customers. * Address and resolve a broader range ... Maintain and enhance strong client relationships. Skills: * Enhanced Communication: Improved verbal ...

Wolters Kluwer

Customer Success Associate

Wilmington, DE

$36K - $61K/yr

Proactively support the onboarding process for new customers. * Address and resolve a broader range ... Maintain and enhance strong client relationships. Skills: * Enhanced Communication: Improved verbal ...

Wolters Kluwer

Customer Success Associate

Wilmington, DE · On-site

$36K - $61K/yr

Proactively support the onboarding process for new customers. * Address and resolve a broader range ... Maintain and enhance strong client relationships. Skills: * Enhanced Communication: Improved verbal ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Delaware

Client Onboarding Associate information

See Delaware salary details

$13

$25

$41

How much do client onboarding associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for client onboarding associate in Delaware is $25.99, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $28.65 per hour, depending on experience, location, and employer.

What does a client onboarding associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.

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

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What are some common challenges faced by client onboarding associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

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

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

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

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

What cities in Delaware are hiring for Client Onboarding Associate jobs?

Cities in Delaware with the most Client Onboarding Associate job openings:

Client Onboarding Associate jobs near you

Senior Associate (Know Your Customer Verification - Private Banking & Institutional Services) - Hybr

M&T Bank

Wilmington, DE • On-site

$32.89 - $54.81/hr

Full-time

Re-posted 26 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:
We are seeking a detail-oriented and independent professional to join our Client Onboarding and Support team, where you will play a critical role in ensuring the accuracy, completeness, and compliance of client onboarding for high-net-worth and institutional clients. In this role, you will serve as a key quality control point within the account opening process, reviewing Know Your Customer (KYC) documentation to ensure all regulatory requirements and internal policies are met before accounts are finalized. Your work directly supports risk mitigation, regulatory compliance, and a seamless onboarding experience for Private Banking clients.
What You'll Do:
  • Review KYC documentation for new client accounts, ensuring all required data, supporting documentation, and regulatory requirements are fully satisfied
  • Partner closely with Relationship Managers and internal teams to resolve questions, clarify requirements, and ensure timely account onboarding
  • Identify gaps, inconsistencies, or potential risk indicators and take appropriate action, including escalation when needed
  • Ensure all reviews are completed accurately and efficiently within established same-day service level expectations
  • Work across multiple systems to validate information and complete reviews with a high level of precision
  • Provide feedback to onboarding partners to improve quality, consistency, and adherence to KYC standards
  • Recognize trends or recurring issues and contribute to process improvements and stronger controls

A Day in the Life:
You will spend your day reviewing new account onboarding packages ensuring each meets strict KYC and regulatory standards before approval. You will work independently while collaborating with a small team to meet daily deadlines, often completing reviews by end of day. While the role does not involve direct client interaction, you will serve as a critical partner to Relationship Managers and internal stakeholders, helping ensure accounts are opened accurately and efficiently. Once Private Banking work is complete, you may also support Corporate Trust account reviews, adding variety and broader exposure across business lines.
Education and Experience Required:
  • 6+ years' combined higher education and/or work experience

Education and Experience Preferred:
  • Bachelor's degree in Business, Finance, Accounting, or a related field
  • Experience supporting Private Banking, Wealth Management, or Capital Markets environments
  • Prior experience reviewing financial documentation or working within controlled, compliance-driven processes
  • Strong attention to detail and ability to identify missing or inconsistent information
  • Ability to work independently and manage a high-volume workload with tight deadlines
  • Experience in banking, financial services, or a related field
  • Familiarity with regulatory review processes such as KYC, compliance, audit, or FinCEN requirements
  • Background in operations, back-office processing, or financial data review (e.g., accounts payable/receivable, bookkeeping, accounting)
  • Strong organizational and time management skills
  • Clear and effective written and verbal communication skills

Work Model & Office Location(s):
This is a hybrid role requiring four days per week in the office. Eligible candidates must live within reasonable commuting distance to one of our two offices below:
  • 1100 North Market Street, Wilmington, DE 19801
  • 626 Commerce Drive, Amherst, NY 14228

Required Availability:
  • Monday-Friday, 8:00am-5:00pm (with a one-hour lunch break)

Why This Role:
This is an opportunity to step into a highly detail-driven, risk-focused role within Private Banking, where your work has a direct impact on compliance, client onboarding quality, and operational integrity. It's an ideal position for someone looking to deepen their experience in KYC, regulatory review, or financial operations in a fast-paced, high-accountability environment.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $32.89 - $54.81 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

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