Brokerage Client Services Associate (Hybrid)

Fulton Bank, N.A.; Woolwich Township (NJ); Hybrid; USD 31,000 - 51,000; Full time

Benefits offered by this job

Medical plans

Dental and vision

401(k) with employer match

Paid time off

Educational assistance

Wellness program

Job summary

Fulton Bank, N.A. in Swedesboro, NJ, seeks an Associate - Brokerage Client Services to provide high-quality operational support to Financial Advisors and clients, handling daily administrative tasks, onboarding, transfers, and meeting preparation.

The role requires 3+ years in financial services administration, a bachelor's degree, and licenses (SIE, Series 7/63) preferred; strong MS Office and CRM skills are essential. Hybrid work schedule; core hours 8:00 am–4:30 pm, Monday–Friday.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 3+ years of administrative experience in financial services or sales environment.
• SIE, Series 7, and Series 63/66 preferred; able to affiliate with Broker Dealer.

Responsibilities

• Daily administrative operations for assigned Financial Advisor(s).
• Serve as first point of contact for high-volume inquiries, meetings scheduling, and client interactions (phone, in-person, virtual, mailings).
• Prepare and process correspondence, reports, and daily filing of client information.
• Onboard new clients, monitor asset transfers, and ensure documentation is complete and accurate.
• Assist clients with account transfers, beneficiary designations, and maintenance requests; process deposits/withdrawals with regulatory compliance.
• Collaborate with Financial Advisors to prepare meetings and reports with relevant data.
• Create and maintain CRM records; ensure paperwork is compliant with firm and industry rules.
• Assist with marketing events and client-facing seminars.
• Engage in training and development to stay current on policies and procedures.
• Support team in achieving sales goals and may join client meetings with a Financial Advisor.

Skills

Mathematics

Interpersonal communication

Proactive follow-up

Investment terminology

Microsoft Office

CRM software

Education

Bachelor's Degree in Business, Finance or related

Tools

CRM software

Microsoft Office Suite

Job description

Fulton Bank, N.A. in Swedesboro, NJ, seeks an Associate - Brokerage Client Services to provide high-quality operational support to Financial Advisors and clients, handling daily administrative tasks, onboarding, transfers, and meeting preparation.

The role requires 3+ years in financial services administration, a bachelor's degree, and licenses (SIE, Series 7/63) preferred; strong MS Office and CRM skills are essential. Hybrid work schedule; core hours 8:00 am–4:30 pm, Monday–Friday.