Private Client Associate - West Chester, PA

Janney Montgomery Scott LLC • West Chester, PA

1d • Onsite

About The Position

As a Private Client Associate, you will play an integral role in the success of the Janney branch supporting the GFM Advisory 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 will be asked to perform operational responsibilities as well.

Requirements

• High School diploma
• 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

Nice To Haves

• Prior office experience
• Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire

Responsibilities

• Administering, marketing and growing client relationships
• Enhancing and growing the business of Janney Financial Advisors
• Developing and maintaining client relationships by organizing and implementing productivity-based campaigns
• Performing operational responsibilities

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED