Jobs in the United States

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Added 2 mins ago
OC Operator I (FT)
Kastle Systems
Falls Church, VA
Work closely with IT, Client Services, Project Management, Service, & Remote Video Monitoring.
Added 2 mins ago
KS
Associate Sales Representative
Kastle Systems
New York, NY
- $36 to $38 USD / hour
The primary objective of the assosiate sales representative is to support the Company's sales and business development efforts by assisting Senior Business Development Managers in the…
Added 3 mins ago
E
Human Resources Associate
Enthuse-Marketing
Norwalk, CT
- $64,000 to $72,000 USD / year
Enthuse is an education-led marketing agency that builds learning experiences to accelerate business growth and long-term client relationships.
Added 3 mins ago
M
Customer Care Associate
MarketSource
San Antonio, TX
- $14.5 USD / hour
…and presentation skills to provide education and awareness to client products. Associates are responsible for processing various incoming and outgoing education focused phone calls for…
Added 3 mins ago
TB
Commercial/Complex Client Resolution Senior Specialist
Truist Bank
Atlanta, GA · Cookeville, TN · Richmond, VA · Arlington, TX
- $50,000 to $70,000 USD / year
Provide Quality Monitoring of other departmental teammates' cases by reviewing content for accuracy, brand standards, client experience principles and service level adherence. Ensure high…
Added 4 mins ago
Administrative Assistant
BAL
Richardson, TX
…under the guidance of the Administrative Supervisor or Practice Support Manager, is dedicated to providing exceptional administrative support to the legal teams within the firm. This role…
Added 5 mins ago
Associate I Payroll
Experis USA
Little Canada, MN
Our client, a growing organization in the payroll and administrative support space, is seeking a Associate I Payroll to join their team. As a Associate I Payroll, you will be part of the…
Added 6 mins ago
Senior Project Manager - Retail/Industrial Commercial Real Estate
Lincoln Property Company
Los Angeles, CA
The Senior Project Manager manages individual, multi-disciplined projects, providing professional project planning support and management for assigned projects; manages daily responsibility…
Added 7 mins ago
Treasury Analyst Lead
Southwest Business Corporation
San Antonio, TX
…to resolve complex issues, improve and automate processes, support cash management activities, and ensure critical reconciliations and reporting are completed accurately and…
Added 7 mins ago
Sales Associate
Lucchese
Las Vegas, NV
As a Sales Associate, you’re a client advisor and brand ambassador. You’ll deliver a personalized, luxury shopping experience, build lasting relationships with our clients, and help your…
Added 9 mins ago
AU
National Security Portfolio Manager
Allied Universal
Santa Clara, CA
- $90,000 to $150,000 USD / year
Allied Universal® is hiring a Enterprise Account Portfolio Manager to support a global technology client in Santa Clara, CA. The Enterprise Account Portfolio Manager (EAPM) builds strong…
Added 9 mins ago
TC
Release Train Engineer
Technica Corporation
Washington, DC
- $110,000 to $145,000 USD / year
…teams, two (2) infrastructure teams, and one (1) operations/support & governance team. This role goes far beyond SAFe ceremony facilitation: the RTE drives delivery excellence, contract KPI…
Added 10 mins ago
Associate Director, Security IT Administration
Digital Asset
NY
The Associate Director, Security IT Administration is responsible for the day-to-day operation, effectiveness, and continuous improvement of Digital Asset's corporate IT services and…
Added 11 mins ago
Field Service Engineer Drives and Automation
GE Energy Power Conversion USA Inc.
Remote, United States
…commissioning of products and services. Provides technical support for installation and commissioning of projects and provides maintenance, breakdown emergency support and remote…
Added 11 mins ago
OS
AVP Branch Manager
Old Second National Bank
Darien, IL
- $61,400 to $87,500 USD / year
Associate’s degree (or equivalent) and five or more years of banking experience; or equivalent combination of education and experience.
Added 11 mins ago
Associate, Investment Banking
BMO Capital Markets Corp.
NY
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
Added 11 mins ago
Associate, Investment Banking
BMO Capital Markets Corp.
NY
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
Added 12 mins ago
Regional Director of Operations
Compass Group
New York City, NY
Support client retention efforts and participate in presentations, proposals, and growth initiatives.
Added 12 mins ago
CG
SUPPORT SERVICES-UTILITY (FULL TIME)
Compass Group
Lafayette, LA
- $10 to $13 USD / hour
- Full-time
We are hiring immediately for full time SUPPORT SERVICES-UTILITY positions.
Added 12 mins ago
RESIDENT DISTRICT MANAGER I - CONNECTICUT COLLEGE
Compass Group
NEW LONDON, CT
…dining account. You will serve as our point of contact for the client as well as lead the team within the account and manage the overall operation. You will provide planning and direction…
Added 12 mins ago
CG
Catering Manager
Compass Group
Phoenix, AZ
- $60,000 to $65,000 USD / year
Communicates on various levels to include management, client, customer and associate levels; maintains excellent client relationships.
Added 12 mins ago
CAFE MANAGER - CHICAGO, IL
Compass Group
Chicago, IL
As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results. If you’ve been hungry and away from home,…
Added 12 mins ago
AC
Associate Retail Travel Agent
AAA Club Alliance Inc.
Zanesville, OH
- $14.73 to $19 USD / hour
What You’ll Do as an AAA Associate Retail Travel Agent
Added 13 mins ago
MA
Technical Engineer III
Manufacturers and Traders Trust Co
Wilmington, DE
- $106,700 to $177,900 USD / year
Work closely with Technology management, senior Engineers, and support teams on a regular basis to implement and manage the design, development, and execution of technical solutions that…
Added 13 mins ago
Audit Associate
CLEARPOINT CPAS PC
Johnson City, TN
We’re looking for an Audit Associate to join our assurance team. You’ll gain hands-on audit experience across diverse industries while working with supportive colleagues and experienced…

Fulton Bank

Associate - Brokerage Client Services

Woolwich Township, NJ, United States

$22.16 to $36.92 USD / hour

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Job details

Pay: $22.16 to $36.92 USD / hour
Apply by: Nov 3, 2027
Posting language: English
Posted: Nov 3, 2026

Original job description

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time, hybrid career opportunity based out of our Swedesboro location in Woolwich Township, NJ.

Hybrid schedule is 4 days in the office and 1 day work from home following a successful 90 day introductory period.

Core working hours will be 8 am - 4:30 pm, Monday through Friday.

Provides high quality operational support to Financial Advisors and their clients, as well as other team members.

Responsibilities

Responsible for the daily administrative operations for assigned Financial Advisor(s).
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Perform clerical and administrative tasks, including the preparation and processing of correspondence and communications, prepare various reports, and daily filing of client information.
Onboards new clients while ensuring all required documentation is complete and accurate and monitors the incoming transfer of new assets.
Responsible for assisting clients with paperwork related to account transfers, beneficiary designations, and other maintenance requests. Processes client transactions, such as deposits and withdrawals, while ensuring compliance with regulatory requirements.
Collaborates with Financial Advisor(s) to prepare client meetings and presentations, including gathering relevant data and creating reports.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Ensures required client paperwork is current with firm and industry requirements, rules, and regulations.
Assists Financial Advisor(s) with marketing efforts including seminars and other client facing events.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Functions as a part of a larger team dedicated to helping achieve Fulton Financial Advisors' overall sales goals.
May participate in client meetings with a Financial Advisor(s) upon request.

Qualifications

Education

Bachelor's Degree or the equivalent experience. Specialty: Business, Finance or related. (Preferred)

Experience

3 or more years administration in financial services or sales environment. (Required)

2 or more years experience with investment operations, procedures, and transfers. (Preferred)

Certifications

SIE (Security Industry Essentials), Series 7, Series 63 (or Series 66). (Preferred)

Must be able to be affiliated with our Broker Dealer. (Preferred)

Knowledge, Skills, and Abilities

Knowledge of mathematics sufficient to process account and transaction information. (Required)
Ability to use appropriate interpersonal styles and communicate effectively both orally and in writing with all organizational levels. (Required)
Ability to initiative and proactively follow up on submitted items to ensure completion, resolve errors questions or concerns. (Required)
Knowledge of investment industry terminology. (Required)
Experience with Microsoft Office Suite. (Required)
Experience with client relationship management (CRM) software, or similar contact management software. (Required)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The hourly rate for this position is $22.16 - $36.92.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes 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 and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

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More about this job

Skills

Scheduling
Documentation
Regulatory compliance
Presentation skills
Sales targets
Sales
Microsoft Office

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