Operations Onboarding Associate

Janney • Philadelphia, PA

18h

About The Position

The Operations Onboarding Associate plays a critical role in supporting Janney’s growth by facilitating the successful transition of Financial Advisors and their client relationships to Janney. This position partners closely with newly recruited advisors, Private Client Assistants (PCAs), and internal business partners to ensure a seamless and efficient onboarding experience. Associates serve as on-site operational experts during advisor transitions, traveling to branch offices approximately 50% of the time. While in the field, they lead and coordinate onboarding activities, provide hands-on support, and deliver guidance on Janney systems, processes, and policies. This role requires strong project management, relationship management, and problem-solving skills in a fast-paced, high-impact environment. What you are good at: Customer Service – Demonstrating the ability to build and foster strong financial advisor relationships through service; Able to follow up on time sensitive issues with all home office departments Detail Oriented– Thorough and rigorous attention to all details; Ability to manage multiple high-touch projects simultaneously with precision and accuracy Team-Oriented: Must be comfortable collaborating with team members and other departments across the organization.

Requirements

• Bachelor’s Degree or equivalent experience in lieu of a degree.
• At least two years of related experience in the financial services industry with a strong track record of delivering a high level of client service.
• Strong client service orientation with a proactive, solutions-focused mindset
• Ability to work well with others and perform at a high level in a fast-paced, high pressure, time-sensitive environment.
• Ability to manage multiple tasks and train others on operational processes.
• Strong project management skills.
• Effective oral, written and interpersonal skills.
• Expertise using Microsoft Office Applications.
• Capable of demonstrating and achieving Janney’s core values of delivering with integrity, results driven, keeping people at the center, exceeding expectations and meeting the standards required of associates.
• Willingness and capability to travel to various Janney branch locations as the need arises and work additional hours beyond the normal work schedule as required.
• Must be able to travel up to 50% of the time to branches and satellite offices in Janney’s footprint

Responsibilities

• Serve as the on-site operational lead during advisor transitions at branch locations
• Partner with Financial Advisors and PCAs to organize and execute transition plans
• Provide hands-on assistance with account opening and onboarding workflows
• Act as a subject matter expert on Janney systems, policies, and procedures
• Train PCAs and branch staff on Janney operational processes, systems, and best practices
• Troubleshoot issues in real time and escalate as needed to ensure timely resolution
• Coordinate with Operations, Private Client Group (PCG), Compliance, and other departments

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 Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, 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. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level