Client Services Specialist in Lancaster, Pennsylvania at Fulton Bank

Requisition ID: 2026-23671
Category: Investment Services
# of Openings: 1
Position Type (Portal Searching): Full-Time
Corporate Headquarters
Lancaster
FLSA Status: Non-Exempt

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 on our IRA team based out of our Corporate Headquarters location in Lancaster, PA.

Hybrid schedule is 3 days in the office and 2 day work from home following a successful 90 day introductory period.

**Note: additional time in office will be required in first quarter annually**

Core working hours are Monday through Friday 8 am - 4:30 pm.

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. Individual will work with confidential customer information requiring discretion and accuracy. This role provides excellent service, operation, and sales support for Fulton clients. 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 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.

Additional Responsibilities

• May be asked to become a Notary.
• May complete professional training and progress toward certifications

Qualifications

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)

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.

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.