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Digital Onboarding Jobs in Delaware (NOW HIRING)

Christiana Care Health Services

$73K - $117K/yr

The Manager, Enterprise Workforce Management & Digital Access is responsible for the strategic ... Responsible for hiring, onboarding, scheduling, coaching, performance management, recognition ...

New

Christiana Care Health Services

$23.85 - $35.78/hr

Designing and implementing onboarding, orientation, and ongoing professional development programs. * Creating engaging digital learning content, including e-learning modules and educational resources.

Pj Fitzpatrick

Exterior Remodeling trainer

New Castle, DE

$31.50 - $42/hr

Job Summary The Full-Line Technical Trainer delivers onboarding, technical, and field-based ... The trainer also supports standardized curriculum, digital learning content, and training resources ...

PJ Fitzpatrick

Exterior Remodeling trainer

New Castle, DE · On-site

$31.50 - $42/hr

Job Summary The Full-Line Technical Trainer delivers onboarding, technical, and field-based ... The trainer also supports standardized curriculum, digital learning content, and training resources ...

World Wide Technology

WWT combines the power of strategy, execution and partnership to accelerate digital ... vendor onboarding, proactive renewal management, and clean data they can trust. The Software ...

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All JobsDigital Onboarding JobsDigital Onboarding Jobs in Delaware

Digital Onboarding information

What is the difference between Digital Onboarding vs Customer Onboarding Specialist?

AspectDigital OnboardingCustomer Onboarding Specialist
Primary FocusAutomating and streamlining the onboarding process through digital platformsPersonalized onboarding experience for new customers, often involving direct interaction
Required SkillsDigital tools, process automation, data managementCustomer service, communication, relationship building
Work EnvironmentMostly remote or digital platformsOffice or client-facing settings
Industry UsageFinancial services, SaaS, bankingBanking, telecom, retail

Digital Onboarding focuses on automating the onboarding process using digital tools, while Customer Onboarding Specialists provide personalized assistance to new clients. Both roles are essential in customer experience but differ in approach and skill set.

What cities in Delaware are hiring for Digital Onboarding jobs? Cities in Delaware with the most Digital Onboarding job openings:
Digital Onboarding jobs near you

Senior Relationship Manager - Trust Onboarding

Eleutherian Trust Company

Wilmington, DE • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 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