Financial Services Operations Specialist
4 weeks ago
We are seeking a highly skilled and detail-oriented Financial Services Operations Specialist to join our team at Fulton Financial Corporation. This role will provide operational support to our Financial Advisors and their clients, ensuring seamless day-to-day operations and exceptional customer service.
Key Responsibilities- Provide administrative support to Financial Advisors, including scheduling meetings, preparing client materials, and maintaining accurate records.
- Serve as the first point of contact for clients, responding to inquiries, and resolving issues in a timely and professional manner.
- Assist with onboarding new clients, ensuring all necessary documentation is complete and accurate.
- Process client transactions, such as trades, deposits, and withdrawals, while maintaining compliance with regulatory requirements.
- Collaborate with Financial Advisors to prepare client meetings and presentations, including gathering relevant data and creating reports.
- Maintain accurate records and files using Client Relationship Management (CRM) software.
- Bachelor's degree in business, finance, or a related field.
- At least 3 years of experience in financial services or sales environment.
- Knowledge of investment industry terminology and mathematics sufficient to process account and transaction information.
- Ability to use Microsoft Office Suite and CRM software.
Fulton Financial Corporation offers a comprehensive benefits package, including medical plans, flexible spending accounts, dental and vision insurance, life insurance, 401(k) program, and paid time off programs.
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