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Client Onboarding Project Manager Jobs in Delaware

Dlapiper

Client Accounts Project Manager - ET

Wilmington, DE · On-site

$79K - $101K/yr

Summary The Client Accounts Project Manager, working in collaboration with and in support of the firm's strategic initiatives, plays a key role in supporting partners who manage complex client ...

Kinetic Staffing

Workday Project Manager

Wilmington, DE · Hybrid

$145K - $160K/yr

This role oversees ERP implementations, business process improvements, and strategic technology initiatives while managing client relationships and project delivery from planning through completion.

Wow Roofing

Project Manager

New Castle, DE · On-site

As a Project Manager, you will oversee and coordinate all aspects of roofing projects from ... Implement quality control measures to uphold roofing industry standards and meet client ...

Turnstone Custom Homes

Be Seen First

Project Manager (Custom Residential Construction)

Georgetown, DE · On-site

$90K - $110K/yr

Client relationships * Subcontractor relationships * Project schedules * Project budgets * Overall ... New Project Managers start with one project during their onboarding period. As you learn our ...

Nickle Electrical Companies

Project Manager

Newark, DE · On-site

About the Role As a Project Manager at Nickle Electrical, you will be responsible for planning, executing, and closing projects, ensuring client satisfaction, and maintaining the company's reputation ...

Humetis Group

Mechanical Project Manager

Newark, DE · On-site

$88K - $119K/yr

You will be responsible for planning, design oversight, team coordination, client communication ... Project Management: * Develop and manage project scope, budgets, and schedules. * Monitor progress ...

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Client Onboarding Project Manager information

What are the key skills and qualifications needed to thrive as a client onboarding project manager?

To thrive as a Client Onboarding Project Manager, you typically need strong project management skills, a background in business or finance, and relevant experience in client onboarding processes. Familiarity with CRM software, project management tools like Asana or Jira, and sometimes certifications such as PMP or Prince2 are highly valuable. Excellent communication, problem-solving, and organizational skills help build client trust and ensure seamless project delivery. These abilities are crucial for efficiently managing complex onboarding processes and delivering a positive client experience.

What are some common challenges a client onboarding project manager faces during the onboarding process, and how can they be addressed?

A Client Onboarding Project Manager often encounters challenges such as managing complex client requirements, coordinating across multiple internal departments, and ensuring timely communication. Each client may have unique needs, which requires adaptability and strong organizational skills. Proactively setting clear expectations, maintaining detailed project plans, and fostering collaboration between teams can help streamline the process and prevent delays. Building strong relationships with both clients and internal stakeholders is also crucial for resolving issues quickly and ensuring a smooth onboarding experience.

What does a client onboarding project manager do?

A Client Onboarding Project Manager is responsible for guiding new clients through the onboarding process after they sign a contract with a company. They coordinate across departments to ensure that all client requirements are met, manage timelines, and address any issues that arise during setup. Their goal is to provide a smooth and positive experience for clients as they transition into using the company's products or services. This role requires strong project management, communication, and problem-solving skills to ensure client satisfaction and successful onboarding.
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Client Onboarding Project Manager jobs near you

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

M&T Bank

Wilmington, DE • On-site

$14 - $19.50/hr

Full-time

Posted 27 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 170 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

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