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Store Manager in Training
CVS Health
Inglewood, CA
- $18.5 to $28.67 USD / hour
The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative…
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Store Manager in Training
CVS Health
Los Angeles, CA
- $18.5 to $28.67 USD / hour
The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative…
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Pharmacy Intern - Grad
CVS Health
Chicago, IL
- $30 to $42 USD / hour
…promptly, safely, and accurately, and we are providing caring service that exceeds patient expectations. You will learn to operate as part of the pharmacy team through consistent…
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Pharmacy Manager
CVS Health
Dallas, TX
- $65 to $85 USD / hour
As a Pharmacy Manager, you will lead and develop a pharmacy team that provides exceptional patient care by promoting best practices and leading through change while identifying and…
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Operations and Driver Supervisor - Waste Collection Services
UBLIC SERVICES OF NEW JERSEY, LLC
Mt Laurel, NJ
…oversees drivers and helpers and works with the Operations Manager and General Manager to implement tactical initiatives to drive functional excellence and budget achievement. The…
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Ops Supervisor Hauling
IED WASTE SERVICES OF NORTH AMERICA, LLC
Park City, UT
…oversees drivers and helpers and works with the Operations Manager and General Manager to implement tactical initiatives to drive functional excellence and budget achievement. The…
Added 1 min ago
BR
Production Scheduler
Bob's Red Mill
Milwaukie, OR
- $27.63 to $30.53 USD / hour
…creation for the Mill Room and Packaging departments to meet customer and inventory needs. This position collaborates with Supply Chain, Operations, and Customer Service to inform the…
Added 2 mins ago
SVP, Chief Marketing Officer - Home & Auto
Synchrony Bank
Charlotte Engagement Hub, NC
Responsible for the marketing strategy, team leadership and program execution focused on achieving client and business objectives for the Home & Auto platform in the US. This role leads the…
Added 2 mins ago
Janitorial Porter
KBS
WILMINGTON, NC
…contribute to a culture built on respect, opportunity, and pride in…
Added 2 mins ago
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Assistant Manager - Part-time
Big 5 Sporting Goods Opt 1
Escondido, CA
- $18.17 to $18.81 USD / hour
- Part-time
Our Assistant Manager Part-time gains knowledge and experience, required for promotion to higher management positions under direction of experienced personnel, by performing the following…
Added 3 mins ago
Assistant Store Manager - Famous Footwear
Famous Footwear
GOODYEAR, AZ
…elevate the store’s sales growth. Collaborate with the Store Manager to interview and hire individuals passionate about creating top-notch customer experiences driven by attentiveness to…
Added 3 mins ago
Registered Nurse (RN) - FT Days | Oklahoma City LTACH
PAM Health Specialty Hospital of Oklahoma City
Oklahoma City, OK
…committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for…
Added 3 mins ago
Registered Nurse (RN) - FT Days | Oklahoma City LTACH
PAM Health Specialty Hospital of Oklahoma City
Oklahoma City, OK
…committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for…
Added 3 mins ago
Registered Nurse (RN) - PRN Nights | Tulsa LTACH
PAM Health Specialty Hospital of Tulsa
Tulsa, OK
…committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for…
Added 3 mins ago
Registered Nurse (RN) - PRN Nights | Tulsa LTACH
PAM Health Specialty Hospital of Tulsa
Tulsa, OK
…committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for…
Added 3 mins ago
Registered Nurse (RN) - PRN Days | Tulsa LTACH
PAM Health Specialty Hospital of Tulsa
Tulsa, OK
…committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for…
Added 3 mins ago
Registered Nurse (RN) - FT Days | Tulsa LTACH
PAM Health Specialty Hospital of Tulsa
Tulsa, OK
…committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for…
Added 3 mins ago
Registered Nurse (RN) - PRN Nights | St. Luke's Rehab
St. Luke's Rehabilitation Hospital
Chesterfield, MO
…committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for…
Added 3 mins ago
Registered Nurse (RN) - PRN Days | St. Luke's Rehab
St. Luke's Rehabilitation Hospital
Chesterfield, MO
…committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for…
Added 3 mins ago
Registered Nurse (RN) - PRN Days | St. Luke's Rehab
St. Luke's Rehabilitation Hospital
Chesterfield, MO
…committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for…
Added 3 mins ago
Registered Nurse (RN) - FT Nights | St. Luke's Rehab
St. Luke's Rehabilitation Hospital
Chesterfield, MO
…committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for…
Added 3 mins ago
A
Sales Manager
Aaron's
Gainesville, GA
- $12.75 to $13.5 USD / hour
Aaron’s Sales Managers are crucial to the customer service experience in our stores. Among other essential duties you will generate leads close lease agreements process renewal payments and…
Added 3 mins ago
A
Customer Accounts Manager
Aaron's
Pecos, TX
- $15 to $15.75 USD / hour
Aaron’s Customer Accounts Managers drive the success of our stores by leading the customer accounts department with the primary goal of achieving company standards for collections and lease…
Added 4 mins ago
Bosch, Thermador & Gaggenau Home Appliance Service Technician
BSH Home Appliances Corporation
Irvine
We’re looking for skilled, customer focused technicians that are motivated to diagnose and repair BSH appliances in the field. If you love fixing things, working independently and…
Added 4 mins ago
OR
Wireless Retail Sales Associate - W2319
OSL Retail Services Inc
OAK HARBOR, WA
- $20.13 USD / hour
Deliver a five-star customer service, finding the perfect solutions for every customer

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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