Private Client Associate - Washington, DC

Janney • Washington, DC

8d

About The Position

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 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 also be asked to perform operational responsibilities.

Requirements

• High school diploma.
• Excellent customer service skills.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Ability to work effectively in a fast-paced, deadline-oriented environment.
• Strong attention to detail.
• Ability to work effectively as part of a team.
• High ethical standards.
• If unlicensed, ability to obtain required licensing within nine months of hire.

Nice To Haves

• Prior office experience is preferred but not required.
• Series 7, 63 and 65, or 66 licenses are preferred.

Responsibilities

• Assist in administering, marketing, and growing client relationships.
• Work closely with Financial Advisors to enhance and grow their business.
• Develop and maintain client relationships by organizing and implementing productivity-based campaigns.
• Provide client service and follow up on time-sensitive issues with home office departments.
• Provide prompt, accurate, and attentive telephone service to clients and prospective clients.
• Compose client correspondence in accordance with established policies and procedures.
• Use available technology and tools to support efficient time management and respond to FA and client inquiries.
• Anticipate potential issues or problems and alert the respective FA or Branch Management as necessary.
• Perform operational responsibilities as requested.

Benefits

• Paid parental leave.
• Generous paid time off.
• Eligibility for a $2,000 referral bonus.
• Professional Development Assistance Plan.
• Health, dental, and medical coverage.
• Disability income protection.
• Life insurance.
• Vacation and holidays.
• 401(k).
• Eligibility to participate in company benefits offered to full-time employees.
• Potential annual bonus or commission, if applicable.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED