About this role
Wealth Client Onboarding Specialist at Marshall+Sterling. Location: Poughkeepsie, New York, United States. Role: Onboard clients, Prepare documents, Coordinate accounts Requirements: Bachelor’s degree preferred or equivalent experience; 2+ years in financial services or client service; knowledge of account opening procedures, ACAT transfers, custodial platforms; CRM familiarity; strong communication, organization, and multi-tasking skills; MS Office; Vertafore a plus; insurance licenses and ongoing education required. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM systems, Black Diamond/Salentica, Vertafore Certifications: insurance Commitment: Full Time Workplace: Hybrid Languages: English