Private Client Associate - Hunt Valley, MD

Janney • Hunt Valley, MD

9d • Onsite

About The Position

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 be responsible for all client-related operational activities. These include such items as opening new accounts, processing money movement transactions, facilitating account transfers, and updating account information.

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

• Administering, marketing, and growing client relationships.
• Assisting Financial Advisors (FAs) to enhance and grow their business.
• Handling all client-related operational activities, including opening new accounts, processing money movement transactions, facilitating account transfers, and updating account information.
• Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
• Composing effective client correspondence in accordance with firm policies.
• Proactively utilizing available technology and tools to support efficient and effective time management.
• Assisting FAs in organizing and implementing productivity-based campaigns.
• Providing quick responses to FA and client inquiries, adhering to established policies.
• Connecting with others in a way that fosters trust and creates collaborative relationships.
• Anticipating potential issues and/or problems and alerting respective FA and/or Branch Management as necessary.

Benefits

• Health, dental, medical coverage
• Disability income protection
• Life insurance
• PTO/vacation
• Holidays
• 401(k)
• Paid Parental Leave
• Generous Paid Time Off
• Eligibility for a $2,000 referral bonus
• Employee Ownership
• Professional Development Assistance Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED