Client Advisor
$100k - $130kMarshall+Sterling
Marshall+Sterling is seeking a Wealth Client Onboarding Specialist for their Poughkeepsie office. This role involves managing the onboarding process for new clients, ensuring compliance and high-quality service. Candidates should have a bachelor's degree or equivalent experience, along with 2+ years in financial services. The compensation is between $100,000 - $130,000, with benefits including medical, dental, and a comprehensive PTO package. Join a collaborative team where employee ownership matters. #J-18808-Ljbffr
Vacancy posted 9 hours ago
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