Wealth Client Onboarding Specialist
Marshall & Sterling IncJob 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...
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