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Wealth Client Onboarding Specialist

Date Posted: May 17, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Poughkeepsie, New York, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 17, 2026
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Job Description

Overview

The Wealth Client Onboarding Specialist at Marshall & Sterling will be responsible for coordinating the new client onboarding process within the Wealth Advisors Division. This includes managing account establishment and requests, ensuring a high-quality, compliant, and seamless experience for clients. The role emphasizes proactive communication and collaboration with advisors and operations teams.

Key responsibilities

  • Manage the full onboarding process for new clients
  • Ensure a smooth and accurate onboarding experience
  • Prepare and process account documentation and onboarding paperwork
  • Serve as the primary point of contact for clients during onboarding
  • Coordinate account setup, transfers, rollovers, and updates
  • Maintain accurate client records and compliance with KYC/AML policies
  • Track onboarding progress and identify opportunities for efficiency improvements

Required skills

  • Bachelor's degree preferred or equivalent professional experience
  • 2+ years of experience in financial services or client service
  • Knowledge of account opening procedures and custodial platforms
  • Familiarity with CRM systems and document management platforms
  • Strong attention to detail and organizational skills
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office programs
  • Experience with Vertafore and LPL Financial preferred

What the company offers

  • Comprehensive benefits package including Medical, Dental, Vision
  • 401(k) with match
  • Generous Paid Time Off (PTO) and thirteen paid holidays
  • Company-paid life insurance for employees and dependents
  • Employee Stock Ownership Program (ESOP) with long-term rewards

Skills Required

Company Overview

Marshall & Sterling Inc
Poughkeepsie, New York, United States of America
20 Current Jobs Openings

Marshall & Sterling Inc is a 100% employee-owned company that has been established since 1864. The company focuses on empowering clients to manage risks effectively, aiming to create a safer and more secure future. Innovation and collaboration are co... Read More

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