Registered Private Client Associate - Ponte Vedra
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 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
- 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
Nice To Haves
- Associate’s or Bachelor’s degree
- Prior office experience
- 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 prompt, accurate, and timely attention to detail.
- 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
Responsibilities
- Administering, marketing and growing client relationships.
- Working closely with Janney Financial Advisors 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.
- Assisting FAs in organizing and implementing productivity-based campaigns.
- Anticipating potential issues and/or problems and alerting respective FA and/or Branch Management as necessary.
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
