Janney Montgomery Scott LLC
Private Client Associate - Marlton, NJ
Janney Montgomery Scott LLC, Marlton, New Jersey, us, 08053
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
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.
What You Are Good At
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.
Requirements
High School diploma
3-5 years financial services experience
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
The compensation package for this position consists of a base salary of $55,000-$70,000. In addition to base salary, employees are eligible for an annual bonus or commissions if applicable and participate in all company benefits offered to full-time employees, including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k).
Benefits
Paid Parental Leave
Generous Paid Time Off
$2,000 referral bonus
Professional Development Assistance Plan
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
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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.
What You Are Good At
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.
Requirements
High School diploma
3-5 years financial services experience
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
The compensation package for this position consists of a base salary of $55,000-$70,000. In addition to base salary, employees are eligible for an annual bonus or commissions if applicable and participate in all company benefits offered to full-time employees, including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k).
Benefits
Paid Parental Leave
Generous Paid Time Off
$2,000 referral bonus
Professional Development Assistance Plan
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr