Registered Private Client Associate - Mansfield South, OH

Janney • Mansfield, OH

1d • Onsite

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 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 also be asked to perform operational responsibilities. The role emphasizes strong customer service, communication, initiative, and relationship-building skills. Janney is an award-winning full-service financial services firm committed to understanding clients' needs and providing advice beyond investments, and is dedicated to building a diverse workforce and inclusive culture.

Requirements

• High School diploma
• Series 7, 63 and 65, or 66 (open to highly motivated individuals that want to get licensed)
• 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 preferred
• Prior office experience preferred

Responsibilities

• Assist in administering, marketing and growing client relationships
• Work closely with Janney Financial Advisors (“FAs”) to enhance and grow their business
• Help develop and maintain client relationships by organizing and implementing productivity-based campaigns
• Perform operational responsibilities (as requested)
• Demonstrate the ability to build and foster strong client relationships through service
• Follow up on time sensitive issues with all home office departments
• Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail
• Compose effective client correspondence in accordance with established policies and procedures
• Proactively utilize available technology and tools to support efficient and effective time management
• Assist FAs in organizing and implementing productivity-based campaigns
• Provide quick responses to FA and client inquiries using firm technology
• Anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary

Benefits

• Competitive package
• 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: 501-1,000 employees