Private Client Associate - Hudson, OH

Janney•Hudson, OH

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

Excellent customer service skills.
Proficient skills 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 date 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 service to clients and follow up on time-sensitive issues with home office departments.
Provide telephone service to clients and potential clients, responding promptly and accurately.
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 Financial Advisor and/or Branch Management.
Perform operational responsibilities as requested.