Private Client Associate: Build Relationships & Campaigns

Colonial Group; Sewickley (Allegheny County); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid Parental Leave

employee ownership

Paid Time Off

referral bonus

Professional Development Assistance

Job summary

Janney is seeking a Private Client Associate to play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors to enhance and grow their business.

You may be asked to perform operational responsibilities as well. You will build strong client relationships, provide excellent service, and organize productivity campaigns while using firm technology to respond quickly to FA

Qualifications

• High School diploma.
• Prior office experience preferred but not required.
• Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire.
• Excellent customer service skills.
• Proficient skills in Word, Excel, PowerPoint, and Outlook.
• Able to work effectively in a fast paced, deadline-oriented environment.
• Strong attention to detail.
• Able to work effectively as part of a team.
• High ethical standards.

Responsibilities

• Assist in administering, marketing and growing client relationships, working closely with Janney Financial Advisors to enhance and grow their business.
• Help develop and maintain client relationships by organizing and implementing productivity-based campaigns.
• You may be asked to perform operational responsibilities as well.

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

High School diploma

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney is seeking a Private Client Associate to play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors to enhance and grow their business.

You may be asked to perform operational responsibilities as well. You will build strong client relationships, provide excellent service, and organize productivity campaigns while using firm technology to respond quickly to FA