Private Client Associate – Wealth Management Support

Janney; Pennsylvania; Hybrid; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Paid Parental Leave

generous Paid Time Off

referral bonus $2,000

Employee Ownership

Professional Development Assistance

Zusammenfassung

Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Wyncote, PA. You will assist in administering, marketing and growing client relationships alongside our Financial Advisors to grow their business.

Responsibilities include organizing productivity campaigns and handling operational tasks while maintaining high standards of client service and communication.

Qualifikationen

• High School diploma; Associate or Bachelor’s degree preferred.
• Series 7, 63 and 65, or 66.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Able to work in a fast-paced, deadline-oriented environment.
• Strong attention to detail and teamwork.

Aufgaben

• Assist in administering, marketing and growing client relationships with Financial Advisors.
• Organize and implement productivity-based campaigns.
• Perform operational responsibilities as needed.
• Maintain timely and accurate client communications per policy.

Kenntnisse

Customer Service

Communication

Initiative

Building Relationships

Ausbildung

High School diploma

Associate or Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Jobbeschreibung

As aPrivate 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. 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
• InitiativeProactively 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
• 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

Why work for us?

Benefits: Janney 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. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.