Wealth Client Onboarding Pro - Elevate Client Experience

Marshall+Sterling; City of Poughkeepsie (NY); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits including Medical, Dental, Vision

401(k) with match

Generous Paid Time Off

Thirteen paid holidays

Company-paid life insurance

Employee assistance programs

Wellness perks

Job summary

Marshall+Sterling is seeking a Wealth Client Onboarding Specialist for their Poughkeepsie office. This role involves managing the onboarding process for new clients, ensuring compliance and high-quality service. Candidates should have a bachelor's degree or equivalent experience, along with 2+ years in financial services. The compensation is between $100,000 - $130,000, with benefits including medical, dental, and a comprehensive PTO package. Join a collaborative team where employee ownership matters.

Qualifications

• 2+ years of experience in financial services, client service, operations, or account administration.
• Knowledge of account opening procedures, ACAT transfers, and custodial platforms.
• Strong attention to detail and organizational skills.

Responsibilities

• Manage the full onboarding process for new clients.
• Prepare and process account documentation and advisory agreements.
• Serve as the primary point of contact for clients during onboarding.

Skills

Client service

Organizational skills

Communication skills

Attention to detail

Multi-tasking

Education

Bachelor’s degree or equivalent experience

Tools

CRM systems

Microsoft Office

Black Diamond/Salentica

Vertafore

Job description

Marshall+Sterling is seeking a Wealth Client Onboarding Specialist for their Poughkeepsie office. This role involves managing the onboarding process for new clients, ensuring compliance and high-quality service. Candidates should have a bachelor's degree or equivalent experience, along with 2+ years in financial services. The compensation is between $100,000 - $130,000, with benefits including medical, dental, and a comprehensive PTO package. Join a collaborative team where employee ownership matters.