Assistant Client Service Specialist- Wealth Advisors - Poughkeepsie, NY (12601)

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 together across teams, with our clients, and in the communities we serve.

Our employee-owners are not only valued and empowered, but also directly invested in our collective success.

At Marshall + Sterling, you're not just joining a company you're joining an inclusive culture built on integrity, impact, and people-first values.

Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role will be based in Marshall+Sterling's Poughkeepsie Office.

Join our Wealth team as an Assistant Client Service Specialist, where you'll play a vital role in supporting advisors and delivering exceptional client experiences.

This position is ideal for someone who is detail-oriented, service-driven, and looking to grow within the financial services industry while gaining hands-on exposure to wealth management operations.

Responsibilities Support advisors and operations with daily client service needs, including account maintenance, reports, and documentation Assist with opening new client accounts and ensuring paperwork is accurate and complete Process money movements, check requests, and custodial-related items Respond promptly and professionally to client inquiries Prepare materials for client meetings and run reporting as directed Maintain accurate client records using CRM systems Reconcile and troubleshoot daily custodial alerts Collaborate closely with team members to ensure smooth operations Follow compliance, workflow, and confidentiality standards

Qualifications Requirements Bachelor's degree required 13 years of experience in financial services preferred Strong attention to detail with excellent organizational skills Professional verbal and written communication skills Proficiency in Microsoft Office (CRM experience a plus) FINRA licenses not required; however, if licensed, must have a clean U4/U5 with no regulatory disclosures High level of integrity and commitment to ethical and regulatory standards Valid driver's license with acceptable driving record Total Rewards Package: Compensation: $42,500 - $47,500, based on experience, education, and work location.

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career.

Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success.

Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success.

No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.

For more information on our culture and benefits, please visit us at : Careers-Marshall+Sterling