Senior Registered Private Client Associate - York, PA

About the role

As a Senior 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.

Responsibilities

• Assist in administering, marketing, and growing client relationships
• Help develop and maintain client relationships by organizing and implementing productivity-based campaigns
• Perform operational responsibilities as needed

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

Benefits: Janney offers a competitive package including Paid Parental Leave, 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.