Private Client Associate - Hazelton, PA

Janney Montgomery Scott LLC•Hazleton, PA

16d

About The Position

The Private Client Associate plays an integral role in the success of a Janney branch. The associate supports Janney Financial Advisors (FAs) in administering, marketing, and growing client relationships and their businesses. This includes developing and maintaining client relationships by organizing and implementing productivity-based campaigns. The role may also include operational responsibilities.

Requirements

High school diploma.
Excellent customer service skills.
Proficiency in Word, Excel, PowerPoint, and Outlook.
Ability to work effectively in a fast-paced, deadline-oriented environment.
Strong attention to detail.
Ability to work effectively as part of a team.
High ethical standards.
If unlicensed, ability to obtain the required licensing within twelve months from the date of hire.

Nice To Haves

Prior office experience.
Series 7, 63 and 65, or 66 licenses.

Responsibilities

Assist Financial Advisors with administering, marketing, and growing client relationships and their businesses.
Develop and maintain client relationships by organizing and implementing productivity-based campaigns.
Provide excellent telephone service to clients and prospective clients, addressing inquiries promptly, accurately, and with attention to detail.
Compose client correspondence in accordance with established policies and procedures.
Follow up on time-sensitive issues with home office departments.
Use available technology and tools to support efficient time management and respond to Financial Advisor and client inquiries.
Anticipate potential issues or problems and alert the respective Financial Advisor or branch management as necessary.
Perform operational responsibilities as needed.