Registered Private Client Associate - Ponte Vedra

Clear Destination Inc.; Ponte Vedra Beach (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus (USD 2,000)

Employee Ownership

Professional Development Assistance

Job summary

Clear Destination Inc. is seeking a Registered Private Client Associate to support Janney Financial Advisors by administering, marketing and growing client relationships in our Ponte Vedra Beach office.

You will help organize productivity campaigns and assist with operational tasks to keep FA teams efficient. Ideal candidates have strong customer service, communication and team skills, with a High School diploma and preferably an Associate's or Bachelor's degree, plus Series 7/63/65 or 66.

Qualifications

• High School diploma; Associate’s or Bachelor’s degree preferred.
• Series 7, 63 and 65, or 66.
• Excellent customer service skills.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Able to work in a fast paced, deadline-oriented environment.
• Strong attention to detail and a team player.
• 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.
• Perform operational responsibilities as well.

Skills

Customer Service

Communication

Initiative

Relationship Building

Education

High School diploma

Associate’s or Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Job description

As aRegisteredPrivate 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
• 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; Associate’s or Bachelor’s degree preferred
• Prior office experience preferred but not required
• Series 7, 63 and 65, or 66
• 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 anaward-winning full-servicefinancial 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.