Janney Montgomery Scott
Client Service Associate
Janney Montgomery Scott - Phila, Pennsylvania, United States, 19117
Work at Janney Montgomery Scott
Overview
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Overview
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.
Janney Client Service Associates partner with our clients and prospective clients across inbound and outbound channels to support a wide range of dynamic needs-from resolving financial inquiries and supporting account maintenance, to engaging qualified prospects and coordinating new business opportunities. This role blends high-quality service delivery with proactive outreach and business development support, making it ideal for those passionate about both client experience and growth.
What you are good at:
Business Development Mindset
-Skilled at sales prospecting via outbound communication, identifying prospect needs, and qualifying interest in wealth management services. Client Service
- Meeting and exceeding customer expectations by providing timely, thoughtful support and resolving inquiries. Initiative
- Proactively spotting opportunities to enhance processes and contribute to team goals. Cross-Functional Collaboration
- Partnering effectively with advisors, internal stakeholders, and team members to support client and prospect journeys. Analytical Ability
- Evaluating information from various sources to help identify and resolve issues or qualify leads. Responsibilities:
Conduct outreach to prospective clients from lead sources to identify needs, qualify interest, promote Janney solutions, and schedule meetings with advisors Monitor lead engagement trends and recommend process improvements to enhance conversion Recommend advisory solutions to clients, based on risk tolerance Handle inbound client requests, including balance inquiries, fund transfers, account maintenance, and trade instructions Collaborate with home office and branch staff to resolve client and prospect-related issues efficiently Maintain documentation and controls to ensure compliance with all regulatory and firm policies Complete ad hoc reporting and projects as required Requirements and Qualifications:
Two-four years of experience in financial services, preferably at a broker-dealer Bachelor's degree or equivalent experience Strong MS Office skills; experience with Thomson preferred FINRA Series 7 (required) Series 63 and 65 (or 66) highly preferred or ability to become registered within 60 days Knowledge of advisory solutions preferred Excellent verbal and written communication skills, including phone-based relationship building Strong customer service orientation with a growth and results mindset Ability to thrive in a fast-paced, team-oriented environment with evolving priorities Detail-oriented, goal-driven, and enthusiastic about engaging with clients and prospects
This position requires that you work 3 days a week out of our Philadelphia, PA office.
Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
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. Fostering a positive workplace experience remains a top priority. We have earned the
Great Place to Work® certification,
which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.
Janney Client Service Associates partner with our clients and prospective clients across inbound and outbound channels to support a wide range of dynamic needs-from resolving financial inquiries and supporting account maintenance, to engaging qualified prospects and coordinating new business opportunities. This role blends high-quality service delivery with proactive outreach and business development support, making it ideal for those passionate about both client experience and growth.
What you are good at:
Business Development Mindset
-Skilled at sales prospecting via outbound communication, identifying prospect needs, and qualifying interest in wealth management services. Client Service
- Meeting and exceeding customer expectations by providing timely, thoughtful support and resolving inquiries. Initiative
- Proactively spotting opportunities to enhance processes and contribute to team goals. Cross-Functional Collaboration
- Partnering effectively with advisors, internal stakeholders, and team members to support client and prospect journeys. Analytical Ability
- Evaluating information from various sources to help identify and resolve issues or qualify leads. Responsibilities:
Conduct outreach to prospective clients from lead sources to identify needs, qualify interest, promote Janney solutions, and schedule meetings with advisors Monitor lead engagement trends and recommend process improvements to enhance conversion Recommend advisory solutions to clients, based on risk tolerance Handle inbound client requests, including balance inquiries, fund transfers, account maintenance, and trade instructions Collaborate with home office and branch staff to resolve client and prospect-related issues efficiently Maintain documentation and controls to ensure compliance with all regulatory and firm policies Complete ad hoc reporting and projects as required Requirements and Qualifications:
Two-four years of experience in financial services, preferably at a broker-dealer Bachelor's degree or equivalent experience Strong MS Office skills; experience with Thomson preferred FINRA Series 7 (required) Series 63 and 65 (or 66) highly preferred or ability to become registered within 60 days Knowledge of advisory solutions preferred Excellent verbal and written communication skills, including phone-based relationship building Strong customer service orientation with a growth and results mindset Ability to thrive in a fast-paced, team-oriented environment with evolving priorities Detail-oriented, goal-driven, and enthusiastic about engaging with clients and prospects
This position requires that you work 3 days a week out of our Philadelphia, PA office.
Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
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. Fostering a positive workplace experience remains a top priority. We have earned the
Great Place to Work® certification,
which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.