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About the Role
As a 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 Janney Financial Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may also be asked to perform operational responsibilities.
Responsibilities
- Administering, marketing, and growing client relationships.
- Assisting Financial Advisors to enhance and grow their business.
- Developing and maintaining client relationships by organizing and implementing productivity-based campaigns.
- Performing operational responsibilities as needed.
Requirements
- High School diploma.
- Prior office experience preferred but not required.
- Series 7, 63 and 65, or 66 preferred or 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.
Skills
- Customer Service
- Communication
- Initiative
- Building Relationships
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
Work Type
- Full-time
Education Level
- High School diploma
Salary/Compensations
- $50,000 to $75,000
Benefits
- Paid Parental Leave
- Generous Paid Time Off
- Eligibility for a $2,000 referral bonus
- Employee Ownership
- Professional Development Assistance Plan
- Health coverage
- Dental coverage
- Medical coverage
- Disability income protection
- Life insurance
- Holidays
- 401(k)
About the Company
- 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.
Equal Opportunity
- Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.