Private Client Associate (Part-time) - Greenville, DE

Janney•Greenville, DE

7d•Onsite

About The Position

As a Private Client Associate you will play an integral role in the success of the Janney branch and Gansler Wealth Management Group. You will assist in administering, marketing and growing client relationships, working closely with our 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 be asked to perform operational responsibilities as well. What you are good at Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries. Assist with ongoing client experience, including events, seminars, mailing and gifts Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

Requirements

High School diploma
Prior office experience preferred but not required
Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
Excellent customer service skills
Must be willing to work Fridays
In office position, no regular work from home
Proficient skills in Word, Excel, PowerPoint, and Outlook
Able to work effectively in a fast paced, deadline-oriented environment
Strong attention to detail
Able to work effectively as part of a team
High ethical standards

Nice To Haves

Prior office experience

Responsibilities

Administering, marketing and growing client relationships
Organizing and implementing productivity-based campaigns
Performing operational responsibilities
Building and foster strong client relationships through service
Providing excellent telephone service to clients and potential clients
Composing effective client correspondence
Proactively utilizing available technology and tools to support efficient and effective time management
Assisting FAs in organizing and implementing productivity-based campaigns
Providing quick responses to FA and client inquiries
Assisting with ongoing client experience, including events, seminars, mailing and gifts
Connecting with others in a way that fosters trust and creates collaborative relationships
Anticipating potential issues and/or problems and alert respective FA and/or Branch Management as necessary