Private Client Associate - Hazelton, PA

Janney•Hazleton, PA

15d

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.
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

Prior office experience is preferred but not required.
Series 7, 63, and 65, or Series 66 licenses are preferred; if unlicensed, ability to obtain the required licensing within twelve months of hire.

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 telephone service to clients and potential clients, giving prompt, accurate, and timely attention to detail.
Compose client correspondence in accordance with established policies and procedures.
Use available technology and tools to support efficient time management and assist Financial Advisors with productivity-based campaigns.
Respond promptly to Financial Advisor and client inquiries using relevant firm technology.
Anticipate potential issues or problems and alert the respective Financial Advisor or Branch Management as necessary.
Perform operational responsibilities as requested.