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Wealth Client Onboarding Specialist

Marshall & Sterling

poughkeepsie, ny, United-States Full-time June 16, 2026
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Opportunity Description


Position Title: Wealth Client Onboarding Specialist
Location: Hybrid • Poughkeepsie Mill St Office - Poughkeepsie, NY 12601
Salary Range: $55,000.00 - $70,000.00 Hourly

Description:

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Description

Why Join Marshall+Sterling?

As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.

Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a ...

Full-time Financial Services - Banking/Investment/Finance

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