Client Services Specialist

Fulton Bank, N.A.; Cockeysville (MD); Hybrid; USD 28,000 - 44,000; Full time

Benefits offered by this job

Medical plans

HSA/ Flexible spending account

Dental and vision insurance

Life insurance

401(k) with employer match

Employee Stock Purchase Plan

Paid time off

Job summary

Fulton Bank in Hunt Valley, MD is seeking a Client Services Specialist to deliver high-quality client experience within a hybrid work arrangement. The role supports the Fulton Private Bank sales team and business units, handling administrative, support, and analytical tasks while maintaining client confidentiality and regulatory compliance.

Core hours are 8am–5pm, Monday–Friday, with a hybrid schedule of 3 office days and 2 work-from-home days after a 90-day introductory period.

Qualifications

• High School Diploma or equivalent.
• 3+ years in financial services (preferred).
• 1+ year of administrative support in financial services or sales (required).

Responsibilities

• Respond to client inquiries promptly, providing accurate information.
• Support for multiple private bank teams; research and prepare data.
• Assist with transfers, invoices and meeting coordination.
• Maintain confidentiality and adhere to compliance procedures.

Skills

Communication skills

Interpersonal skills

Multitasking

Attention to detail

Discretion

Problem solving

Education

High School Diploma or equivalent

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Client Services Specialist

Job Locations

US-MD-Hunt Valley

• Requisition ID: 2026-23861
• Location Name: International Bldg
• County: Baltimore
• Category: Investment Services
• Position Type: Full-Time
• FLSA Status: Non-Exempt

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time, hybrid career opportunity based out of our International Building in Hunt Valley, MD.

Hybrid schedule is 3 days in the office and 2 day work from home following a successful 90 day introductory period.

Core working hours will be 8 am - 5 pm, Monday through Friday.

A Client Services Specialist works with the Fulton Private Bank sales team and business unit leaders to ensure a high level of customer service. Performs a broad array of administrative, support and analytical duties supporting for assigned personnel. Individual will work with confidential customer information requiring discretion and accuracy. This role provides excellent service, operation, and sales support for Fulton clients. The role handles service-related issues, account questions, problem resolution, and escalations. One of the primary objectives for this role is to build positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.

Responsibilities

• Assists in the delivery of quality client experience by quickly and courteously responding to client needs.
• Collaborates with Fulton Private Bank sales team to research and provide answers to internal/external client inquiries. Communicates solutions either directly or indirectly with clients.
• Participates in projects to improve processes and enhance the client experience.
• Performs a variety of highly skilled administrative duties including but not limited to researching and compiling data and reports, preparing for committee meetings, and processing transfers and invoices for payment.
• Responds to all internal and external emails in a timely manner, handling internal/external client needs with confidentiality, tact, discretion, accuracy and diplomacy.
• Performs administrative functions of the business unit, with confidence, and sound judgment, including filing, copying, scanning, supply ordering, meeting coordinating, answering phones, greeting visitors and scheduling appointments etc.
• Adheres to all compliance/risk procedures and follows corporate and industry protocols.
• Works as a team to provide coverage for multiple areas of Fulton Private Bank.
• Participates in training new employees.

Additional Responsibilities

• May be asked to become a Notary.
• May complete professional training and progress toward certifications

Qualifications

Education

High School Diploma or equivalent. Specialty: general studies. (Required)

Experience

3 or more years Financial services experience. (Preferred)

1 or more years administration supporting financial services or sales. (Required)

Knowledge, Skills, and Abilities

• Proficiency in Microsoft Office applications such as Word, PowerPoint, and Excel. (Required)
• Outstanding written and oral communication skills. (Required)
• Excellent interpersonal skills. (Required)
• Comprehends account agreements. (Required)
• Proficient with mathematical computations. (Required)
• Ability to manage multiple client situations, needs and inquiries simultaneously. (Required)
• Ability to build and maintain good cross-enterprise working relationships. (Required)
• Ability to work independently or as part of a team, while handling multiple tasks and responsibilities simultaneously. (Required)
• Ability to build and maintain good team member working relationships. (Required)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The hourly rate for this position is $20.43 - $32.31.

Benefits

• medical plans with prescription drug coverage
• flexible spending account or health savings account depending on the medical plan chosen
• dental and vision insurance
• life insurance
• 401(k) program with employer match
• Employee Stock Purchase Plan
• paid time off programs including holiday pay and paid volunteer time
• disability insurance coverage and maternity and parental leave
• adoption assistance
• educational assistance
• robust wellness program with financial incentives

To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

EEO Statement

Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.