Private Client Associate Wexford, PA

Job Description
On behalf of VetJobs/MilitarySpouseJobs thank you for your interest. We are assisting our partnering company listed below with this position. It is open to Veterans Transitioning Military National Guard Members Military Spouses Wounded Warriors and their Caregivers. If you have the required skill set education requirements and experience please click the submit button and follow for next steps.


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.


What you have
Requirements:

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 employees 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 $2000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at hometoday 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 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. Weve 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.