Registered Private Client Associate - Ponte Vedra, FL

Janney Montgomery Scott LLC • Ponte Vedra Beach, FL

71d

About The Position

As a Registered 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.

Requirements

• High School diploma; Associate’s or Bachelor’s degree preferred.
• Prior office experience preferred but not required.
• Series 7, 63 and 65, or 66.
• 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

• Assist in administering, marketing and growing client relationships.
• Work closely with Janney Financial Advisors to enhance and grow their business.
• Help develop and maintain client relationships by organizing and implementing productivity-based campaigns.
• Perform operational responsibilities as needed.

Benefits

• 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
• Number of Employees: 1,001-5,000 employees