Private Client Associate - Middletown, DE
Janney Montgomery Scott LLC•Middletown, DE
•Onsite
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 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.
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
Responsibilities
- Administering, marketing, and growing client relationships.
- Assisting Financial Advisors (FAs) to enhance and grow their business.
- Developing and maintaining client relationships by organizing and implementing productivity-based campaigns.
- Performing operational responsibilities as needed.
Benefits
- Paid Parental Leave
- Generous Paid Time Off
- Eligibility for a $2,000 referral bonus
- Professional Development Assistance Plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
