New Accounts Associate

Janney•Philadelphia, PA

About The Position

As a New Accounts Associate, you will play an integral role within the Account Services team by supporting and coordinating a wide range of activities related to account opening, account maintenance, and account transfers of varying size and complexity from inception to completion. You will work closely with the Department Manager and Project Manager to deliver successful projects that reflect the highest standards of quality and operational excellence across Janney Operations.

Requirements

Bachelor’s Degree or equivalent experience in Financial Services Operations or the financial industry.
Self-directed with an ability to prioritize and organize work assignments and multi-task effectively across various projects.
Effective problem solving skills with an ability to provide solutions in a pro-active, timely manner.
Excel skills to include the use of macros, pivot tables, charts, etc.
Process improvement orientation.
Effective written, verbal and interpersonal skills.
Excellent client service skills.
Ability to demonstrate Janney values.

Responsibilities

Perform assigned workflow tasks from inception to completion with minimal supervision.
Review all new account set-ups for transitioning Financial Advisors to ensure accuracy and completeness.
Monitor the daily workflow and operations of the New Account team.
Cross-train with Senior Associates to provide back-up coverage for critical functions.
Provide training and guidance to associates when necessary.
Allocate team resources to support the smooth and timely processing of work items.
Assist with the creation and maintenance of reports through the SMART system.
Support Returned Mail processing and other Books and Records responsibilities.
Participate in reviews of BETA changes for ACAT and New Accounts processes to determine operational impacts and implementation requirements.
Assist with process improvement initiatives and operational reporting related to account services activities.