Hybrid Client Services Associate – Onboarding & Ops

Fulton Bank

Ephrata (Lancaster County)

Hybrid

USD 34,440 - 56,481

Full time

14 days+

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Benefits offered by this job

Medical plans

401(k) with employer match

Paid time off

Job summary

Fulton Bank in Ephrata, PA is seeking a full‑time/hybrid Financial Services Administrator to support Financial Advisors. Core hours are 8:00 am–4:30 pm, Monday–Friday, with four days in the office and one day work‑from‑home after a 90‑day intro period.

The role covers client onboarding, account transfers, trade processing, and meeting preparation. Requires SIE, Series 7, Series 63/66 and 3+ years in financial services, plus strong CRM and MS Office skills.

Qualifications

Bachelor's Degree or equivalent in finance or related field (required).
Minimum 3+ years in financial services or sales administration (required).
2+ years experience with investment operations, transfers, and paperwork (required).
Licenses: SIE, Series 7, Series 63/66 (or ability to affiliate with Broker Dealer) (required).
Microsoft Office and CRM software experience preferred.

Responsibilities

Perform daily administrative operations for assigned Financial Advisor(s).
Serve as first contact for client inquiries and schedule meetings across channels.
Onboard new clients and monitor asset transfers and documentation compliance.
Process client transactions (trades, deposits, withdrawals) with regulatory compliance.
Enter and manage client orders and provide trade settlement information.
Prepare client meetings and reports with relevant data for Advisors.
Maintain CRM records and ensure paperwork is current with firm policies.
Assist marketing efforts including client seminars and events.