Registered Private Client Associate - Ponte Vedra

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 Registered 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 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

• Administer, market, and grow client relationships.
• Work closely with Janney Financial Advisors to enhance and grow their business.
• 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; Associate’s or Bachelor’s degree preferred.
• Prior office experience preferred but not required.
• Series 7, 63 and 65, or 66.
• 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

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