Wealth Client Onboarding Specialist

Marshall & Sterling Inc
Permanent New York, Poughkeepsie Administration
Posted:
June 08, 2026
Location:
New York, Poughkeepsie, United States

Job 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: Apply
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 company. Collaboration is at our core, because we know we are stronger...

Apply for this Job

Submit your application for the Wealth Client Onboarding Specialist position at Marshall & Sterling Inc.

Apply Now Save for Later

Job Overview

Job Type: Permanent
Location: New York, United States
Posted: June 08, 2026
Deadline: July 18, 2026