Top 60 Internal service advisor Jobs in Poughkeepsie, Ny

Wealth Client Onboarding Specialist
Marshall & Sterling Inc —Poughkeepsie, NY
- $55,000 - $70,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
1d
LensCrafters - EyeCare Advisor
LensCrafters —Poughkeepsie, NY
- $19.81 - $28.01 an hour
- Part-time
- Inventory management
- Merchandising
- HIPAA
- Health insurance
- Paid time off
Sales Account Executive / Insurance Producer - Kingston, NY
ULSTER INSURANCE SERVICES INC —Kingston, NY
- $45,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
General Sales Manager in Training
FDE LLC, d/b/a Ashley Northeast —Kingston, NY
- $65,000 - $80,000 a year
- Weekends as needed
- Microsoft Excel
- Mid-level
- Children
- Profit sharing
- Paid holidays
3d
General Sales Manager in Training
FDE LLC, d/b/a Ashley Northeast —Poughkeepsie, NY
- $65,000 - $80,000 a year
- Weekends as needed
- Microsoft Excel
- Mid-level
- Children
- Profit sharing
- Paid holidays
3d
Director of Student Support Services (TRIO)
SUNY Ulster —Stone Ridge, NY
- From $67,600 a year
- Full-time
- Experience working with individuals with disabilities
- University
- Education
- Health insurance
- Dental insurance
Education Manager
Hudson Valley Farm Hub —Hurley, NY
- $83,000 - $98,610 a year
- Weekends as needed
- Spanish
- Clean driving record
- Management
- Health insurance
- Dental insurance
Quick Apply
Senior Manager, Administration
ASPCA —Pawling, NY
- $90,000 - $95,000 a year
- Weekends as needed
- No high school diploma
- High school diploma or GED
- Ability to lift 50 pounds
- Paid parental leave
- Paid holidays
Staff Accountant
Robert Half —Poughkeepsie, NY
- $70,000 - $75,000 a year
- Microsoft Excel
- Mid-level
- Office
- Disability insurance
- Dental insurance
Quick Apply
Personal Banker
KeyBank —Kerhonkson, NY
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
Quick Apply
3d
Beauty Advisor
Ulta Beauty, Inc. —Poughkeepsie, NY
- $16 - $24 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Fair chance
- Dental insurance
- Paid time off
Prestige Beauty Advisor
Ulta Beauty, Inc. —Poughkeepsie, NY
- $16.50 - $24.75 an hour
- Part-time
- Cosmetology License
- Merchandising
- High school diploma or GED
- Dental insurance
- Paid time off
Specialty Beauty Advisor - Clinique
Ulta Beauty, Inc. —Poughkeepsie, NY
- $18 - $28 an hour
- Part-time
- Cosmetology License
- Merchandising
- High school diploma or GED
- Dental insurance
- Paid time off
5h
Wealth Client Onboarding Specialist
MARSHALL & STERLING WEALTH ADVISORS INC —Poughkeepsie, NY
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Financial Wellness Associate
KeyBank National Association —Red Hook, NY
- $19.23 - $28.37 an hour
- 8 hour shift
- Computer literacy
- Mid-level
- Office
Staff Human Resources Business Partner
onsemi —Hopewell Junction, NY
- $87,700 - $153,400 a year
- Online Application
- Oracle
- Microsoft Outlook
- English
Branch Manager (R-36355)
KeyBank —Wappingers Falls, NY
- $68,000 - $103,000 a year
- Full-time
- Public speaking
- No high school diploma
- Research
Quick Apply
Local Delivery Driver
Baldor Specialty Foods —Wappingers Falls, NY
- From $22 an hour
- Weekends as needed
- Customer service
- DOT physical examination
- Local
- Commuter assistance
- Paid holidays
Quick Apply
Licensed Private Client Banker
KeyBank National Association —Stone Ridge, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Director of Finance
State University of New York at New Paltz —New Paltz, NY
- Online Application
- Microsoft Outlook
- CPA
- Office

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internal service advisor jobs near poughkeepsie, ny

Wealth Client Onboarding Specialist

Marshall & Sterling Inc -
Poughkeepsie, NY

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Job Details

Full-time
$55,000 - $70,000 a year
1 day ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee stock ownership plan
Life insurance

Qualifications

Employee relationship building

Full Job Description

Position Title: Wealth Client Onboarding Specialist
Location: Hybrid • Poughkeepsie Mill St Office - Poughkeepsie, NY 12601
Salary Range: $55,000.00 - $70,000.00 Hourly

Overview

Salary Range

$55,000.00 - $70,000.00 Hourly

Position Type

Full Time

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 out of Marshall+Sterling’s Poughkeepsie Office

We are seeking a highly organized, detail-oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and professional client onboarding experience. This role is responsible for coordinating all aspects of new client onboarding, facilitating account establishment, and managing account -opening requests for existing clients. The ideal candidate is client -focused, process-driven, and thrives in a fast paced, relationship-oriented environment.

Manage the full onboarding process for new clients, ensuring a smooth, accurate, and high-quality client experience.
Prepare, review, and process account documentation, advisory agreements, and onboarding paperwork in compliance with firm and regulatory standards.
Serve as the primary point of contact for clients during onboarding, providing proactive communication and timely updates.
Coordinate account setup, transfers, rollovers, beneficiary updates, and registration changes across custodial and internal systems.
Partner closely with advisors, planners, and operations teams to ensure efficient account implementation and ongoing support.
Maintain accurate client records and ensure compliance with KYC/AML and firm policies.
Track onboarding progress, resolve outstanding items, and identify opportunities to improve operational efficiency and the client experience.

Qualifications

Bachelor’s degree preferred or equivalent professional experience.
2+ years of experience in financial services, client service, operations, or account administration.
Knowledge of account opening procedures, ACAT transfers, and custodial platforms. Preferably
LPL Financial.
Familiarity with CRM systems and document management platforms. Preferably Black Diamond/Salentica.
Strong attention to detail and organizational skills.
Excellent verbal and written communication skills.
Ability to manage multiple priorities while maintaining accuracy and professionalism .
Experience with Microsoft office programs.
Experience with Vertafore a plus.
Appropriate state insurance licenses and continuing education required.
Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.

Total Rewards Package:

Compensation: $55,000 - $70,000, based on experience.

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

#PGM26

Compensation details: 55000-70000 Hourly Wage

PId6dc6685484a-25404-40522613

Apply Now

Refine Your Search

internal service advisor jobs in poughkeepsie, ny

Wealth Client Onboarding Specialist

LensCrafters - EyeCare Advisor

Sales Account Executive / Insurance Producer - Kingston, NY

General Sales Manager in Training

General Sales Manager in Training

Director of Student Support Services (TRIO)

Education Manager

Senior Manager, Administration

Staff Accountant

Personal Banker

Beauty Advisor

Prestige Beauty Advisor

Specialty Beauty Advisor - Clinique

Wealth Client Onboarding Specialist

Financial Wellness Associate

Staff Human Resources Business Partner

Branch Manager (R-36355)

Local Delivery Driver

Licensed Private Client Banker

Director of Finance

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