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Wealth Management Onboarding & KYC Specialist

Job in Wilmington, New Castle County, Delaware, 19894, USA
Listing for: Role, Inc.
Full Time position
Listed on 2026-06-28
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist, Financial Services, Banking Operations
Salary/Wage Range or Industry Benchmark: 39399 - 65656 USD Yearly USD 39399.00 65656.00 YEAR
Job Description & How to Apply Below

Role, Inc. is seeking a detail-oriented professional to join their Client Onboarding and Support Team in Wilmington, Delaware. The ideal candidate will conduct thorough Know Your Customer (KYC) reviews, ensure compliance, and support account setups in Wealth Management. This hybrid role requires strong analytical skills and previous experience in financial services.

You'll play a vital role in protecting the bank, ensuring documentation accuracy, and managing compliance risks while contributing to operational efficiency.

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