Private Client Associate - Bel Air, MD

Janney Montgomery Scott LLC•Bel Air, MD

1d•$55,000 - $60,000

About The Position

The Private Client Associate plays an integral role in the success of a Janney branch. The associate assists in administering, marketing, and growing client relationships, working closely with Janney Financial Advisors to enhance and grow their businesses. The role helps develop and maintain client relationships by organizing and implementing productivity-based campaigns and may also include operational responsibilities. The position calls for strong client service, communication, initiative, and relationship-building skills. The associate provides attentive telephone service to clients and prospective clients, follows up on time-sensitive issues with home office departments, and prepares client correspondence in line with firm policies. They use available technology and tools to support efficient work, assist Financial Advisors with campaigns, and raise potential issues to the appropriate Financial Advisor or branch management.

Requirements

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.

Nice To Haves

Bachelor's degree preferred, but not required.
Financial services industry experience preferred, but not required.
Series 7, 63 and 65, or 66 licenses preferred; if unlicensed, ability to obtain licensing within twelve months of hire.

Responsibilities

Assist in administering, marketing, and growing client relationships.
Work with Janney Financial Advisors to enhance and grow their businesses.
Organize and implement productivity-based campaigns to develop and maintain client relationships.
Provide telephone service to clients and potential clients with prompt, accurate, and timely attention to detail.
Follow up on time-sensitive issues with home office departments.
Compose client correspondence in accordance with established policies and procedures.
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.
Perform operational responsibilities as needed.