Private Client Associate - Independence, OH

Janney Montgomery Scott LLC; Independence Township (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

$2,000 referral bonus

Employee Ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC is seeking a Private Client Associate in the United States. You will support client relationships by assisting in administration, marketing, and growth initiatives, working closely with Janney Financial Advisors to boost their business performance.

The role emphasizes customer service, proactive communication, and collaborative teamwork within a fast-paced office environment, with licensing opportunities offered within twelve months.

Qualifications

• Bachelor’s degree required.
• Prior office experience preferred but not required.
• Series 7, 63 and 65, or 66 preferred or unlicensed can obtain licensing within twelve months.
• Excellent customer service skills.
• Proficient in Word, Excel, PowerPoint and Outlook.
• Able to work effectively in a fast-paced, deadline-driven environment.
• Strong attention to detail and teamwork; high ethical standards.

Responsibilities

• Assist in administering, marketing and growing client relationships.
• Work closely with Janney Financial Advisors to enhance and grow their business.
• Organize and implement productivity-based campaigns; support operational tasks.

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

Bachelor’s degree

Tools

Word

Excel

PowerPoint

Outlook

Job description

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.

Private Client Associate

You will 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 (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns and may be asked to perform additional operational responsibilities.

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

• Bachelor’s degree
• 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

Benefits

Janney believes that its employees are the key to what makes a great company. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and a Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.