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Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid

Company

M&T Bank

Location

Bridgeport, CT

Type

Full-time

**Overview:**

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.

**What You’ll Do:**

+ 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 s...

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