Registered Private Client Associate - Westminster, MD

Janney Montgomery Scott LLC; Westminster (MD); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Medical coverage

Disability income protection

Life insurance

Paid time off

Paid holidays

401(k)

Employee ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Westminster, MD to administer and grow client relationships alongside Janney Financial Advisors. You will help organize productivity-based campaigns, perform operational duties, and support FA teams with client communications.

You may grow into an administrative leadership role as you contribute to client service, campaign development, and efficient office operations within a full-time role.

Qualifications

• High School diploma; Associate’s or Bachelor’s degree preferred.
• Prior office experience required
• Series 7, 63 and 65, or 66
• Excellent customer service skills
• Proficient skills in Word, Excel, PowerPoint, Outlook, and Salesforce
• Trading system experience preferred
• Leadership qualities and experience preferred
• 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.
• Work closely with Janney Financial Advisors to enhance and grow their business.
• Help develop and maintain client relationships by organizing productivity-based campaigns.
• Perform operational responsibilities.
• Opportunity to grow into an administrative leadership role.

Skills

Customer Service

Communication

Initiative

Education

Associate's or Bachelor's degree preferred

Series 7/63/65/66 license

Tools

Word

Excel

PowerPoint

Outlook

Salesforce

Trading systems

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.

As a Registered Private Client Associate you will play an integral role in the success of the Velnoskey Wealth Advisors team. 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 will perform operational responsibilities. You will have the opportunity to grow into an administrative leadership role.

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.
• Communication –Providing excellent in person, virtual, and 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.

Your Accomplishments And Abilities

• High School diploma; Associate’s or Bachelor’s degree preferred
• Prior office experience required
• Series 7, 63 and 65, or 66
• Excellent customer service skills
• Proficient skills in Word, Excel, PowerPoint, Outlook, and Salesforce
• Trading system experience preferred
• Leadership qualities and experience preferred
• 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

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $60,000 to $100,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

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. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

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