Hybrid Client Services Associate – Financial Ops

Fulton Financial; Mount Laurel Township (NJ); Ibrido; USD 51.653 - 86.008; Tempo pieno

Vantaggi offerti da questo lavoro

Medical plans

Dental and vision insurance

401(k) with employer match

Paid time off

Maternity and parental leave

Descrizione del lavoro

Fulton Bank in Mount Laurel, NJ is seeking a full-time, hybrid role providing high-quality administrative support to Financial Advisors and clients. The position follows a 4 days in-office / 1 day remote schedule after a 90-day intro, with core hours 8 am–4:30 pm, Monday–Friday.

You will handle onboarding, client interactions, transfers, and document maintenance while collaborating on meetings and reports. Training and development are encouraged.

Competenze

• Bachelor's degree or equivalent experience in business, finance or related (required).
• 5+ years experience in financial services or sales environment (preferred).
• 3+ years administration in financial services or sales environment (required).
• 2+ years experience with investment operations, procedures, and transfers (required).
• SIE (Security Industry Essentials), Series 7, Series 63 (or Series 66) licenses (required).
• Must be affiliated with a Broker Dealer (required).

Mansioni

• Handle daily administrative operations for assigned Financial Advisor(s).
• Serve as first contact for high-volume inquiries and scheduling meetings with clients.
• Onboard new clients and monitor asset transfers.
• Assist with paperwork for transfers, beneficiary designations, and maintenance requests.
• Enter trades under advisor direction and provide settlement info.
• Prepare client meetings and create data-driven reports.
• Maintain CRM records and ensure paperwork compliance.
• Support marketing efforts and client events.

Conoscenze

Investment terminology

Mathematics

Communication

Initiative

Time management

MS Office

CRM software

Formazione

Bachelor's Degree in Business/Finance

Strumenti

Microsoft Office Suite

CRM software

Descrizione del lavoro

Fulton Bank in Mount Laurel, NJ is seeking a full-time, hybrid role providing high-quality administrative support to Financial Advisors and clients. The position follows a 4 days in-office / 1 day remote schedule after a 90-day intro, with core hours 8 am–4:30 pm, Monday–Friday.

You will handle onboarding, client interactions, transfers, and document maintenance while collaborating on meetings and reports. Training and development are encouraged.