Wealth Client Onboarding Specialist-Wealth Advisors

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 company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.

At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role will be based out of Marshall+Sterling’s Poughkeepsie Office

We are seeking a highly organized, detail-oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and professional client onboarding experience. This role is responsible for coordinating all aspects of new client onboarding, facilitating account establishment, and managing account -opening requests for existing clients. The ideal candidate is client -focused, process-driven, and thrives in a fast paced, relationship-oriented environment.

• Manage the full onboarding process for new clients, ensuring a smooth, accurate, and high-quality client experience.
• Prepare, review, and process account documentation, advisory agreements, and onboarding paperwork in compliance with firm and regulatory standards.
• Serve as the primary point of contact for clients during onboarding, providing proactive communication and timely updates.
• Coordinate account setup, transfers, rollovers, beneficiary updates, and registration changes across custodial and internal systems.
• Partner closely with advisors, planners, and operations teams to ensure efficient account implementation and ongoing support.
• Maintain accurate client records and ensure compliance with KYC/AML and firm policies.
• Track onboarding progress, resolve outstanding items, and identify opportunities to improve operational efficiency and the client experience.