Client Services Specialist

Fulton Bank is dedicated to making a positive impact in local communities and is seeking a Client Services Specialist to support their Private Bank sales team. This role focuses on providing high-quality customer service, handling service-related issues, and building positive relationships with clients and colleagues.

Responsibilities

• Assists in the delivery of quality client experience by quickly and courteously responding to client needs
• Collaborates with Fulton Private Bank sales team to research and provide answers to internal/external client inquiries. Communicates solutions either directly or indirectly with clients
• Participates in projects to improve processes and enhance the client experience
• Performs a variety of highly skilled administrative duties including but not limited to researching and compiling data and reports, preparing for committee meetings, and processing transfers and invoices for payment
• Responds to all internal and external emails in a timely manner, handling internal/external client needs with confidentiality, tact, discretion, accuracy and diplomacy
• Performs administrative functions of the business unit, with confidence, and sound judgment, including filing, copying, scanning, supply ordering, meeting coordinating, answering phones, greeting visitors and scheduling appointments etc
• Adheres to all compliance/risk procedures and follows corporate and industry protocols
• Works as a team to provide coverage for multiple areas of Fulton Private Bank
• Participates in training new employees
• May be asked to become a Notary
• May complete professional training and progress toward certifications

Skills

• High School Diploma or equivalent. Specialty: general studies
• 1 or more years administration supporting financial services or sales
• Proficiency in Microsoft Office applications such as Word, PowerPoint, and Excel
• Outstanding written and oral communication skills
• Excellent interpersonal skills
• Comprehends account agreements
• Proficient with mathematical computations
• Ability to manage multiple client situations, needs and inquiries simultaneously
• Ability to build and maintain good cross-enterprise working relationships
• Ability to work independently or as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to build and maintain good team member working relationships
• 3 or more years Financial services experience

Benefits

• Medical plans with prescription drug coverage
• Flexible spending account or health savings account depending on the medical plan chosen
• Dental and vision insurance
• Life insurance
• 401(k) program with employer match and Employee Stock Purchase Plan
• Paid time off programs including holiday pay and paid volunteer time
• Disability insurance coverage and maternity and parental leave
• Adoption assistance
• Educational assistance
• A robust wellness program with financial incentives

Company Overview