Wealth Onboarding & Client Experience Specialist
Listed on 2026-10-06
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Finance & Banking
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Customer Service/HelpDesk
Marshall+Sterling seeks a Wealth Client Onboarding Specialist for its Wealth Advisors Division in a hybrid role based at the Poughkeepsie office. You will manage new client onboarding, prepare and review onboarding paperwork, and coordinate accounts, transfers, and registrations with tight attention to compliance and client communication.
Ideal candidates have a bachelor’s degree (or equivalent), 2+ years in financial services or operations, and strong organizational and communication skills to
We are looking to fill the Wealth Onboarding & Client Experience Specialist position at Paycom - ATS in City of Poughkeepsie, NY, United States.
Are you ready to take on the Wealth Onboarding & Client Experience Specialist role at Paycom - ATS?
We would love to welcome a new Wealth Onboarding & Client Experience Specialist to our organisation in City of Poughkeepsie, NY, United States.
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