Financial Client Services Specialist

Fulton Financial; Lancaster (Lancaster County); Hybrid; USD 34,000 - 56,000; Full time

Benefits offered by this job

Benefits package

401(k) match

Paid time off

Job summary

Fulton Financial is seeking a detail-oriented administrative professional to support Financial Advisors in a hybrid role based from Lancaster, PA. The position involves handling client inquiries, onboarding new clients, and processing transfers and maintenance requests with a focus on accuracy and compliance.

You will collaborate on client meetings, prepare reports, and participate in marketing events while leveraging CRM and Microsoft Office tools.

Qualifications

• Bachelor's Degree or equivalent in business, finance or related field.
• 5+ years in financial services or sales environment preferred.
• 3+ years of administration in financial services or sales environment required.

Responsibilities

• Manage daily administrative operations for assigned Financial Advisor(s).
• Serve as first point of contact for a high volume of inquiries, scheduling meetings with clients.
• Onboard new clients and monitor transfer of new assets.
• Assist with paperwork for account transfers and maintenance requests; process trades, deposits and withdrawals.
• Enter trades as directed by the Financial Advisor and provide trade settlement information.
• Collaborate with Advisors to prepare client meetings and reports.
• Maintain CRM records and ensure paperwork compliance with regulations.
• Support marketing efforts including seminars and client-facing events.

Skills

Investment terminology

Interpersonal communication

Client service

Attention to detail

Education

Bachelor's Degree or equivalent

Tools

CRM software

Microsoft Office Suite

Job description

Fulton Financial is seeking a detail-oriented administrative professional to support Financial Advisors in a hybrid role based from Lancaster, PA. The position involves handling client inquiries, onboarding new clients, and processing transfers and maintenance requests with a focus on accuracy and compliance.

You will collaborate on client meetings, prepare reports, and participate in marketing events while leveraging CRM and Microsoft Office tools.