Hybrid Brokerage Client Services Associate

Fulton Bank; Swedesboro (NJ); Hybrid; USD 31,000 - 51,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with employer match

Paid time off; holiday pay

Employee Stock Purchase Plan

Wellness program

Job summary

Fulton Bank in Swedesboro, NJ, is seeking an Administrative Operations Specialist to support Financial Advisors and clients in a hybrid role. Core hours are 8:00 am–4:30 pm, Monday–Friday, with four days in office and one day remote after a 90-day intro.

You will handle client onboarding, asset transfers, and CRM-based record keeping, while coordinating meetings and reporting. Requires 3+ years in financial services admin and relevant licenses; SIE/Series licenses preferred.

Qualifications

• Bachelor's degree in business/finance or related field.
• 3+ years of administrative experience in financial services or sales environment.
• 2+ years of experience with investment operations, procedures, and transfers.
• SIE, Series 7, Series 63 (or 66) preferred.
• Affiliation with Broker Dealer preferred.

Responsibilities

• Provide high-quality operational support to Financial Advisors and clients.
• Serve as first point of contact for high-volume inquiries via phone, in-person, virtual, and mailings.
• Prepare and process correspondence, reports, and client information; file maintenance.
• Onboard new clients and monitor asset transfers.
• Assist clients with account transfers, beneficiary designations, and maintenance requests; process deposits and withdrawals.
• Collaborate with Financial Advisors to prepare client meetings and presentations.
• Create and maintain records using CRM software; ensure paperwork is current with regulations.
• Assist with marketing efforts including seminars and client events.
• Participate in training and development to stay current on policies.

Skills

Interpersonal communication

Attention to detail

Investment terminology

Regulatory compliance

Microsoft Office Suite

CRM software

Education

Bachelor's degree or equivalent (Business/Finance or related)

Tools

CRM software

Microsoft Office Suite

Job description

Fulton Bank in Swedesboro, NJ, is seeking an Administrative Operations Specialist to support Financial Advisors and clients in a hybrid role. Core hours are 8:00 am–4:30 pm, Monday–Friday, with four days in office and one day remote after a 90-day intro.

You will handle client onboarding, asset transfers, and CRM-based record keeping, while coordinating meetings and reporting. Requires 3+ years in financial services admin and relevant licenses; SIE/Series licenses preferred.