Client Services Associate

1 day ago


Virginia Beach, Virginia, United States Fulton Bank Full time

Fulton Bank seeks a highly skilled Client Services Associate to join our team. As a key member of our operations team, you will provide exceptional support to our financial advisors and their clients.

Salary Range:

The estimated hourly rate for this position is $20.48 - $34.13. Benefits include a comprehensive benefits package, including medical plans, flexible spending accounts, life insurance, 401(k) program, and paid time off programs.

About the Role:

This is a full-time hybrid position located at our Bonney Road location in Virginia. The successful candidate will have a strong background in financial services, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Responsibilities:
  • Provide high-quality operational support to financial advisors and their clients.
  • Assist with client onboarding, ensuring all required documentation is complete and accurate.
  • Process client transactions, such as trades, deposits, and withdrawals, while maintaining compliance with regulatory requirements.
  • Serve as a first point of contact for daily interactions, including basic inquiries and scheduling meetings with prospective and existing clients.
  • Collaborate with financial advisors to prepare client meetings and presentations.
Qualifications:

The ideal candidate will have a Bachelor's degree in business, finance, or a related field and at least 5 years of experience in financial services or sales. A strong understanding of investment industry terminology and mathematics is essential.

Benefits:

In addition to a competitive salary range, Fulton Bank offers a comprehensive benefits package, including medical plans, flexible spending accounts, life insurance, 401(k) program, and paid time off programs.



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