Client Services Specialist

Our values define us and our culture inspire 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. Job Details This is a full-time, hybrid career opportunity based out of our International Builiding in Hunt Valley, PA . Hybrid schedule is 3 days in the office and 2 days work from home following a successful 90‑day introductory period. Core working hours will be 8:00 a.m. – 5:00 p.m., Monday through Friday. Role Summary A Client Services Specialist works with the Fulton Private Bank sales team and business unit leaders to ensure a high level of customer service. Performs a broad array of administrative, support and analytical duties supporting assigned personnel. The role handles service‑related issues, account questions, problem resolution, and escalations. One of the primary objectives for this role is to build positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals. Responsibilities Assists in the delivery of a quality client experience by quickly and courteously responding to client needs. Collaborates with the 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 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 client needs with confidentiality, tact, discretion, accuracy and diplomacy. Performs administrative functions of the business unit, including filing, copying, scanning, supply ordering, meeting coordination, answering phones, greeting visitors, and scheduling appointments. 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. Additional Responsibilities May be asked to become a Notary. May complete professional training and progress toward certifications. Education High School Diploma or equivalent. Specialty general studies. (Required) Experience 3 or more years financial services experience. (Preferred) 1 or more years administration supporting financial services or sales. (Required) Knowledge, Skills, and Abilities Proficiency in Microsoft Office applications such as Word, PowerPoint, and Excel. (Required) Outstanding written and oral communication skills. (Required) Excellent interpersonal skills. (Required) Comprehends account agreements. (Required) Proficient with mathematical computations. (Required) Ability to manage multiple client situations, needs, and inquiries simultaneously. (Required) Ability to build and maintain good cross‑enterprise working relationships. (Required) Ability to work independently or as part of a team, while handling multiple tasks and responsibilities simultaneously. (Required) Ability to build and maintain good team member working relationships. (Required) Additional Job Duties 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 ensuring 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. Compensation The hourly rate for this position is $20.43 - $32.31. Benefits Fulton Bank offers a comprehensive benefits package to those who qualify, including medical plans with prescription drug coverage; flexible spending account or health savings account; dental and vision insurance; life insurance; 401(k) program with employer match; Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage; maternity and parental leave; adoption assistance; educational assistance; and a robust wellness program with financial incentives. 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. 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. #J-18808-Ljbffr