Wealth Client Onboarding Specialist

Marshall and Sterling Inc seeks a Wealth Client Onboarding Specialist to join our Financial Services team. In this Banking, Insurance & Investment role, you will guide high net worth and affluent clients through the end to end onboarding process, collecting documentation, opening accounts, and coordinating with advisors, underwriting, and operations. You will verify KYC/AML requirements, ensure regulatory and policy compliance, and maintain accurate records in CRM and core systems. The role requires exceptional client service, strong attention to detail, and the ability to manage multiple onboarding cases in a fast paced, team oriented environment.