Wealth Client Onboarding Specialist

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.