Private Client Associate - Royersford, PA

Janney Montgomery Scott LLC•Royersford, PA

5d•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 will also be asked to perform operational responsibilities.

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

Nice To Haves

Prior office experience
Series 7, 63 and 65, or 66 (or ability to obtain within twelve months)

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.
Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
Composing effective client correspondence in accordance with established policies and procedures.
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.
Anticipating potential issues and/or problems and alerting respective FA and/or Branch Management as necessary.