Private Client Associate - Wexford, PA

About the role

As a Private Client Associate at Janney, you will play a crucial role in supporting the success of the Janney branch. Your primary responsibility will be to assist in administering, marketing, and growing client relationships, collaborating closely with Janney Financial Advisors to enhance and expand their business.

Responsibilities

• Build and foster strong client relationships through exceptional service
• Avoid time-sensitive issues by promptly and accurately addressing concerns across home office departments
• Communicate effectively via phone and email, adhering to established policies and procedures
• Proactively utilize available technology and tools to manage time efficiently and support FA and client inquiries
• Organize and implement productivity-based campaigns to develop and maintain client relationships
• Work effectively in a fast-paced, deadline-driven environment
• Provide prompt and accurate responses to FA and client inquiries
• Anticipate potential issues and alert relevant FA and Branch Management as necessary

Requirements

• High school diploma
• Prior office experience preferred but not required
• Series 7, 63, 65, or 66 license preferred or willing to obtain within 12 months of hire
• Outstanding customer service skills
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
• Ability to work effectively in a fast-paced, deadline-driven environment
• Strong attention to detail
• Team player with high ethical standards

Why work for us?

• Competitive benefits package including Paid Parental Leave, employee ownership, and generous Paid Time Off
• Eligibility for a $2,000 referral bonus
• Professional Development Assistance Plan
• Great Place to Work® certification
• Earned recognition for fostering a positive workplace experience
• Equal opportunity employer