Private Client Associate - New Hope, PA

About the role

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 Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in servicing and growing client relationships, working closely with a team of New Hope based 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. 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.

Responsibilities

• Assist in servicing and growing client relationships.
• Work closely with New Hope based 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 needed.

Skills

• 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.

Requirements

• High school diploma required; college degree preferred.
• Prior office experience preferred but not required.
• Series 7, 63 and 65, or 66 preferred; if unlicensed, able to obtain licensing within twelve months from date of hire.
• Excellent customer service skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook with demonstrated ability to learn and effectively use new technology.
• 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

• Paid Parental Leave.
• Generous Paid Time Off.
• Eligibility for a $2,000 referral bonus.
• Employee Ownership.
• Professional Development Assistance Plan.