Brokerage Client Services Specialist (Hybrid)

Fulton Financial; New Jersey; Híbrido; USD 31.000 - 51.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical plans (health)

Dental and vision insurance

401(k) with employer match

Paid time off

Disability insurance

Adoption assistance

Educational assistance

Wellness program

Descripción de la vacante

Fulton Bank in New Jersey is seeking a full-time Administrative Operations Specialist to support Financial Advisors and clients from our Swedesboro location. The role features a hybrid schedule with four days in the office and one day work from home after a 90-day introductory period.

Core hours are 8:00 am to 4:30 pm, Monday–Friday. You will handle onboarding, client communications, transfers, CRM records, and reporting while ensuring regulatory compliance.

Formación

• Bachelor's Degree or the equivalent experience. (Preferred)
• 3+ years administration in financial services or sales environment. (Required)
• 2+ years with investment operations, procedures, and transfers. (Preferred)
• SIE, Series 7, Series 63/66 (Preferred)
• Affiliation with Broker Dealer (Preferred)

Responsabilidades

• Handle daily administrative operations for assigned Financial Advisor(s).
• Serve as first contact for high-volume inquiries (phone, in-person, virtual, mailings).
• Prepare and process correspondence, reports, and client information.
• Onboard new clients and monitor asset transfers.
• Assist with account transfers, beneficiary designations and maintenance requests.
• Collaborate with Advisors to prepare meetings and reports.
• Maintain CRM records and ensure current client paperwork.

Conocimientos

Mathematics

Interpersonal communication

Initiative

Investment terminology

Microsoft Office

CRM software

Educación

Bachelor's Degree or equivalent

Herramientas

CRM software

Microsoft Office

Descripción del empleo

Fulton Bank in New Jersey is seeking a full-time Administrative Operations Specialist to support Financial Advisors and clients from our Swedesboro location. The role features a hybrid schedule with four days in the office and one day work from home after a 90-day introductory period.

Core hours are 8:00 am to 4:30 pm, Monday–Friday. You will handle onboarding, client communications, transfers, CRM records, and reporting while ensuring regulatory compliance.