Private Client Associate - Ponte Vedra, FL
Janney Montgomery Scott LLC, Ponte Vedra Beach, Florida, United States, 32082
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.
Overview 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.
Responsibilities
Assist in administering, marketing and growing client relationships in collaboration with Financial Advisors.
Organize and implement productivity-based campaigns to develop and maintain client relationships.
Perform operational responsibilities as required to support branch activities.
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 of all firm technology necessary to provide quick responses to FA and client inquiries, in accordance with established policies.
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.
Qualifications
High School diploma
Prior office experience preferred but not required
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
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, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, 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.
Company and Equal Opportunity Statement Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs. Janney is committed to fostering a diverse and inclusive workplace culture and has earned recognition for its positive employee experience.
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Overview 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.
Responsibilities
Assist in administering, marketing and growing client relationships in collaboration with Financial Advisors.
Organize and implement productivity-based campaigns to develop and maintain client relationships.
Perform operational responsibilities as required to support branch activities.
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 of all firm technology necessary to provide quick responses to FA and client inquiries, in accordance with established policies.
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.
Qualifications
High School diploma
Prior office experience preferred but not required
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
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, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, 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.
Company and Equal Opportunity Statement Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs. Janney is committed to fostering a diverse and inclusive workplace culture and has earned recognition for its positive employee experience.
#J-18808-Ljbffr