Private Client Associate - Hunt Valley, MD

Janney Montgomery Scott LLC•Hunt Valley, MD

10d•$60,000 - $80,000•Onsite

About The Position

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. 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 our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will be responsible for all client related operational activities. These include such items as opening new accounts, processing money movement transactions, facilitating account transfers and updating account information.

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
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

Responsibilities

Administering, marketing and growing client relationships.
Assisting Janney Financial Advisors to enhance and grow their business.
Responsible for all client related operational activities, including opening new accounts, processing money movement transactions, facilitating account transfers and updating account information.
Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
Composing effective client correspondence in accordance with firm policies.
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 using firm technology.
Connecting with others in a way that fosters trust and creates collaborative relationships.
Anticipating potential issues and/or problems and alerting respective FA and/or Branch Management as necessary.