Private Client Associate - Naples, FL

Janney Montgomery Scott LLC•Boca Raton, FL

22d

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 expand their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns, providing outstanding client service, and ensuring a positive and professional branch experience. This is a part-time position.

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

Responsibilities

Administering, marketing, and growing client relationships
Working closely with our Janney Financial Advisors (“FAs”) to enhance and expand their business
Developing and maintaining client relationships by organizing and implementing productivity-based campaigns
Providing outstanding client service
Ensuring a positive and professional branch experience