Role OverviewThis is a full-time, hybrid career opportunity based out of our International Building in Hunt Valley, MD. 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 for assigned personnel.
What You Will Do
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.
Why It Might Be a Fit
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.
Requirements
- High School Diploma or equivalent
- 3 or more years Financial services experience (Preferred)
- 1 or more years administration supporting financial services or sales (Required)
- 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
Benefits
- 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
- Robust wellness program with financial incentives
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