Marshall & Sterling Inc seeks a Wealth Client Onboarding Specialist to support wealth advisors in delivering a seamless start for new clients. You’ll coordinate account opening, gather and verify documentation, and ensure compliance with financial regulations. Partnering closely with advisors and operations, you’ll maintain accurate records, communicate timelines, and proactively resolve onboarding issues.
This role offers professional growth, mentorship, and the chance to support clients and communities with integrity and exceptional service.
Wealth Client Onboarding Specialist in poughkeepsie at Unknown Company
This position is listed as full time and onsite.