Private Client Associate - Boca Raton, FL
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 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. What you are good at Customer Service – 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 Communication –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 Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries. Building Relationships – 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.
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
- Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
- Prior office experience preferred but not required
Benefits
- Paid Parental Leave
- generous Paid Time Off
- eligibility for a $2,000 referral bonus
- Employee Ownership
- Professional Development Assistance Plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
