Private Client Associate

About the role

As a Private Client Associate at Janney, 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.

Responsibilities

• Build and foster strong client relationships through service
• Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail
• Avoidance of time-sensitive issues with all home office departments
• Proactively utilize available technology and tools to support efficient and effective time management
• Aid 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
• Anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary

Requirements

• Bachelor's degree preferred, but not required
• Experience in the financial services industry 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

Qualifications

Bachelor's degree preferred, but not required. Experience in the financial services industry 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.

Skills

• Customer Service
• Communication
• Initiative
• Building Relationships

Benefits

Benefits: Janney offers 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.

Pay

The salary range for this position will be $60,000 to $65,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

Schedule

The schedule for this position is typically Monday through Friday, with some flexibility based on business needs.