Client Onboarding Associate; Customer Verification - Wealth Management Accounts - Hybrid

Client Onboarding Specialist

Join a high-impact team at the center of client onboarding within Wealth Management. In this role, you will serve as a critical first line of defense for the bank, ensuring all client accounts are accurately documented, compliant, and ready for onboarding. As part of the Client Onboarding and Support Team (COAST), you will perform detailed Know Your Customer (KYC) reviews, validate documentation, and support the successful setup of a wide range of account types.

This is an excellent opportunity for someone with a strong attention to detail, an interest in financial services, and a desire to build expertise in compliance, risk, and wealth operations.

Conduct thorough KYC and onboarding reviews to ensure all client documentation is complete, accurate, and compliant with regulatory requirements

Review account opening packages completed by client-facing partners, verifying key details such as signatures, dates, ownership structures, and required documentation

Open and code accounts across internal systems, ensuring proper setup and adherence to established procedures

Identify and escalate non-standard or higher-risk scenarios to ensure appropriate risk mitigation

Manage a high-volume workflow in a fast-paced environment while meeting service level expectations

Partner with internal stakeholders and service teams to resolve issues and gather required information

Support onboarding for a variety of account types, including individual, trust, corporate, custodial, IRA, and estate accounts

Maintain a strong focus on quality assurance and consistency, recognizing the role's direct impact on regulatory and reputational risk

Identify opportunities to improve processes and contribute to operational efficiency

Exposure to a wide range of wealth management products and client structures

Hands-on experience in KYC, compliance, and onboarding processes

Opportunity to build a strong foundation for a career in Private Banking, Wealth Management, or Risk and Compliance

A collaborative team environment focused on quality, development, and continuous improvement

This team plays a vital role in protecting the bank. The accuracy of your work directly impacts compliance with regulatory requirements and helps safeguard against financial and reputational risk. Your contributions ensure clients are onboarded correctly from day one. If you are detail-oriented, thrive in structured, process-driven work, and want to play a meaningful role in protecting the integrity of the bank while building your career in financial services, this is a great opportunity to grow.

5+ years' of combined higher education and/or work experience

Strong analytical and critical thinking skills

Exceptional attention to detail and commitment to accuracy

Ability to prioritize and manage work effectively in a fast-paced, deadline-driven environment

Strong organizational and time management skills

Professional and effective written and verbal communication

Experience in banking, financial services, or a related field preferred

Exposure to KYC, compliance, regulatory review, audit, or risk management is highly desirable

Background in operations, back-office support, or roles such as accounts payable/receivable, bookkeeping, or accounting can translate well

Branch banking experience is a strong foundation for this role

Familiarity with financial products and client account structures is a plus

Bachelor's degree or equivalent combination of education and experience preferred

Understanding of regulatory frameworks, including FinCEN requirements

Experience with quality assurance or quality control processes

Comfort working with data, documentation, and financial systems

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 three offices below:

1100 North Market Street, Wilmington, DE 19801

850 Main Street, Bridgeport, CT 06604

626 Commerce Drive, Amherst, NY 14228

Monday-Friday, 8:00am-5:00pm (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.