Assistant Client Service Specialist

Marshall+Sterling • Poughkeepsie, NY

14d • Onsite

About The Position

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.

Requirements

• Bachelor’s degree required
• 1–3 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

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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level