Private Client Associate - Hudson, OH

Janney Montgomery Scott LLC • Hudson, OH

5d

About The Position

The Private Client Associate plays an integral role in the success of a Janney branch. Working closely with Janney Financial Advisors, the associate helps administer, market, and grow client relationships and supports the advisors in enhancing and expanding their business. The role includes developing and maintaining client relationships by organizing and implementing productivity-based campaigns, and may include operational responsibilities.

The associate provides attentive service to clients and prospective clients, follows up on time-sensitive issues with home office departments, and prepares correspondence in accordance with established policies and procedures. They use firm technology and other tools to support efficient time management and respond promptly to advisor and client inquiries. The associate also builds collaborative relationships, anticipates potential issues, and alerts the appropriate Financial Advisor or Branch Management as needed.

Requirements

• Excellent customer service skills.
• Proficiency 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.

Nice To Haves

• Bachelor's degree preferred, but not required.
• Experience in the financial services industry preferred, but not required.
• Series 7, 63 and 65, or 66 licenses preferred; if unlicensed, ability to obtain licensing within twelve months from the date of hire.

Responsibilities

• Assist in administering, marketing, and growing client relationships.
• Work closely with Financial Advisors to enhance and grow their business.
• Organize and implement productivity-based campaigns to develop and maintain client relationships.
• Provide prompt, accurate, and detail-oriented telephone service to clients and potential clients.
• Follow up on time-sensitive issues with home office departments.
• Compose client correspondence in accordance with established policies and procedures.
• Use available technology and tools to support efficient time management and respond to advisor and client inquiries.
• Anticipate potential issues or problems and alert the respective Financial Advisor or Branch Management.
• Perform operational responsibilities as needed.

Benefits

• Paid Parental Leave
• Paid Time Off
• Eligibility for a $2,000 referral bonus
• Employee Ownership
• Professional Development Assistance Plan

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed