Private Client Associate (part time) - Lewes, DE

Janney•Lewes, DE

1d•Onsite

About The Position

As a Private Client Associate you will play an integral role in the success of the Janney branch and our team specifically. 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. This role is a part time opportunity.

Requirements

High School diploma
Prior office experience preferred but not required
Excellent customer service skills
In office position, no regular work from home
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
Ability to work 25 hours a week, this is a part time position

Nice To Haves

Prior office experience

Responsibilities

Demonstrating the ability to build and foster strong client relationships through service
Able to follow up on time sensitive issues with all home office departments
Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
Able to compose effective client correspondence in accordance with established policies and procedures
Proactively utilizing available technology and tools to support efficient and effective time management
Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
Connecting with others in a way that fosters trust and creates collaborative relationships
Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.