Private Client Associate: Grow Relationships & Campaigns

Pro Selection Capital Humano; Pennsylvania; Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

$2,000 referral bonus eligibility

Employee Ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott seeks a Private Client Associate to support a team of Financial Advisors in growing client relationships and delivering exceptional service. The role focuses on executing productivity-based campaigns and handling a range of client servicing tasks.

Ideal candidates will bring strong customer service, communication, and teamwork skills, with the ability to adapt to a fast-paced environment and obtain required licenses within a year.

Qualifications

• High school diploma required; college degree preferred.
• 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.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook with demonstrated ability to learn and effectively use new technology.
• 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 servicing 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

College degree preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

As aPrivate Client Associate you will play an integral role in the success of the Janney branch. You will assist in servicing and growing client relationships, working closely with a team of New Hope based Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.

What you are good at:

• Customer Service– Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
• Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
• Initiative- Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
• Building Relationships– Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

What you have:
Requirements:

• High school diploma required; college degree preferred
• 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
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook with demonstrated ability to learn and effectively use new technology
• 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

Why work for us?

Benefits: Janney Montgomery Scott believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.