Private Client Associate - Royersford, PA

VetJobs•Royersford, PA

11d•Onsite

About The Position

On behalf of VetJobs/MilitarySpouseJobs, thank you for your interest. We are assisting our partnering company, listed below, with this position. It is open to Veterans, Transitioning Military, National Guard Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow for next steps. 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 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
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

Responsibilities

Assist in administering, marketing and growing client relationships.
Work closely with Janney Financial Advisors (“FAs”) to enhance and grow their business.
Help develop and maintain client relationships by organizing and implementing productivity-based campaigns.
Perform operational responsibilities as needed.
Demonstrate the ability to build and foster strong client relationships through service.
Follow up on time sensitive issues with all home office departments.
Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
Compose effective client correspondence in accordance with established policies and procedures.
Proactively utilize available technology and tools to support efficient and effective time management.
Assist FAs in organizing and implementing productivity-based campaigns.
Provide quick responses to FA and client inquiries using firm technology.
Connect with others in a way that fosters trust and creates collaborative relationships.
Anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.