What are the responsibilities and job description for the Private client associate position at Janney?
Janney Montgomery Scott LLC, Yardley, Pennsylvania, United States of AmericaJob Description
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 administering, marketing and growing client relationships, working closely with our Janney Financial Advisors ( FAs ) to enhance the client experience and grow their business.
You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns.You will be the point person for all client account service, and to help clients login and learn to use the Online Access tools to view their account information online.
Yourprimary focus is to maintain a professional and organized environment that allowsthe advisor to devote their full attention to their clients and their investment andwealth planning needs.
What you are good atCustomer 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 departmentsCommunication
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 proceduresInitiative
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.
Responsibilities include : Handling day-to-day administration of accounts.
This includes but is not limited to opening new accounts, updating existing account information, managing cash and account transfers, and following up on account paperworkAnswering questions regarding statements and other service related itemsEntering data for financial plansWorking with our back office and outside providers to service accountsWhat you haveRequirements : Prior office experience preferred but not requiredSeries 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hireProficient skills in Word, Excel, PowerPoint, and OutlookAble to work effectively in a fast paced, deadline-oriented environmentStrong attention to detailAble to work effectively as part of a teamHigh ethical standardsWhy work for us?
Benefits : Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere.
We offer a competitive package including Paid Paternal 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.
Explore further.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.
Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture.
People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.Janney is dedicated to promoting and supporting diversity within our workplace.
We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors.
Janney is committed to equal employment opportunities and providing reasonable accommodationsto applicants with physical and / or mental disabilities.Pay Type
HourlyJanney Montgomery Scott LLC, Yardley, Pennsylvania, United States of America
J-18808-Ljbffr
Last updated : 2024-04-06
Salary : $2,000
