Private Client Associate - Falmouth, MA

Janney Montgomery Scott LLC•Falmouth, MA

4d•Hybrid

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 help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. Working from alternate local office locations may be required on an occasional basis.

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

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.

Responsibilities

Administering, marketing, and growing client relationships.
Assisting Financial Advisors (FAs) to enhance and grow their business.
Developing and maintaining client relationships by organizing and implementing productivity-based campaigns.
Performing operational responsibilities as needed.
Providing excellent telephone service to clients and potential clients.
Composing effective client correspondence in accordance with established policies and procedures.
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 using firm technology.
Anticipating potential issues and/or problems and alerting respective FA and/or Branch Management as necessary.