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Private Client Associate - New Castle, PA

Janney Montgomery Scott LLC · New Castle, PA · 2 wk ago
FinanceFull-time

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 also be asked to perform operational responsibilities.

Responsibilities

  • Demonstrate the ability to build and foster strong client relationships through service
  • Able to follow up on time-sensitive issues with all home office departments
  • Provide 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
  • Proactively utilize 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
  • Build and maintain client relationships by 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

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

Benefits

Janney offers a competitive benefits package including Paid Parental Leave, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus, 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.

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