Private Client Associate: Grow Client Relationships & Ops

Janney-Montgomery-Scott-LLC; Royersford (Montgomery County); On-site; USD 60,000 - 90,000; Full time

Job summary

Janney Montgomery Scott LLC in Royersford, PA is seeking a Private Client Associate to help administer, market and grow client relationships. You will work closely with Janney Financial Advisors to enhance their business and organize productivity-based campaigns while handling routine operational tasks.

Candidates should bring strong communication, customer service and teamwork, with proficiency in Word, Excel, PowerPoint and Outlook; Series 7/63/65/66 licenses preferred or obtainable within

Qualifications

• 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.
• 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 with Janney Financial Advisors.
• Organize and implement productivity-based campaigns to support advisors' business.
• Perform operational responsibilities as needed.

Skills

Customer Service

Communication

Initiative

Building Relationships

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney Montgomery Scott LLC in Royersford, PA is seeking a Private Client Associate to help administer, market and grow client relationships. You will work closely with Janney Financial Advisors to enhance their business and organize productivity-based campaigns while handling routine operational tasks.

Candidates should bring strong communication, customer service and teamwork, with proficiency in Word, Excel, PowerPoint and Outlook; Series 7/63/65/66 licenses preferred or obtainable within