Hybrid Financial Client Services: Onboarding & Ops

Fulton Financial; Ephrata (Lancaster County); Hybrid; USD 34,440 - 56,481; Full time

Benefits offered by this job

Medical plans and benefits

401(k) with employer match

Paid time off

Adoption assistance

Job summary

Fulton Bank in Ephrata, PA is hiring for a hybrid, full-time Operations Support role that assists Financial Advisors and clients. Core hours are 8:00 am to 4:30 pm, Monday through Friday, with a 90-day introductory period.

Responsibilities include onboarding clients, processing transfers and trades, maintaining CRM records, and supporting client meetings and marketing efforts. Requires SIE and Series licenses, plus 5+ years in financial services and a Bachelor's degree.

Qualifications

• Bachelor's degree or equivalent experience in business, finance, or related field.
• 5+ years of experience in financial services or sales environment.
• 3+ years of administration in financial services or sales environment.
• 2+ years of experience with investment operations, procedures, and transfers.
• SIE, Series 7, Series 63 (or Series 66) licenses required.

Responsibilities

• Provide high quality operational support to Financial Advisors and clients.
• Serve as first point of contact for a high volume of inquiries via phone, in-person, virtual, and mailings.
• Onboard new clients ensuring documentation is complete and accurate; monitor asset transfers.
• Assist clients with account transfers, beneficiary designations, and maintenance requests; process trades, deposits, and withdrawals with compliance.

Skills

Client service

CRM software

Communication

Attention to detail

Team collaboration

Education

Bachelor's Degree

Tools

Microsoft Office

CRM software

Job description

Fulton Bank in Ephrata, PA is hiring for a hybrid, full-time Operations Support role that assists Financial Advisors and clients. Core hours are 8:00 am to 4:30 pm, Monday through Friday, with a 90-day introductory period.

Responsibilities include onboarding clients, processing transfers and trades, maintaining CRM records, and supporting client meetings and marketing efforts. Requires SIE and Series licenses, plus 5+ years in financial services and a Bachelor's degree.