Private Client Associate Spartanburg, SC

Janney Montgomery Scott is seeking a part-time Private Client Associate to join our Spartanburg office. This position will serve an important front-of-house role for the branch and will often be the first person our clients and guests interact with when calling or visiting the are looking for someone who is professional welcoming organized and genuinely enjoys helping people. The ideal candidate will take ownership of the reception area and day-to-day administrative needs of the office while also providing general support to our Financial Advisors and Private Client is an excellent opportunity for someone interested in gaining exposure to the wealth management industry while working in a professional client-focused Youll DoCreate an Exceptional First ImpressionAs the primary front-of-house presence for the branch you will help create a welcoming and professional experience for clients prospects and clients and visitors and assist them upon arrivalAnswer and appropriately route incoming telephone callsCoordinate client appointments and conference room schedulesHelp prepare meeting rooms and client-facing areasMaintain a professional organized and welcoming reception areaAssist clients with general questions and connect them with the appropriate Financial Advisor or team memberSupport the Daily Operations of the BranchYou will help keep the office organized and running smoothly by assisting with a variety of administrative and operational sort and distribute incoming mail and deliveriesAssist with outgoing mail overnight packages and general correspondenceScan organize and maintain documents in accordance with firm proceduresAssist with branch supplies and general office organizationHelp coordinate client events meetings and branch activitiesProvide general administrative support to Financial Advisors and Private Client AssociatesAssist with basic client service requests and follow-up items within the responsibilities of an unregistered employeeWork collaboratively with other branch staff to ensure client needs are addressed promptly and professionallyLearn the Wealth Management BusinessThis role provides an opportunity to learn about Janney our clients and the wealth management industry while working alongside experienced Financial Advisors and support will support the employee in preparing for and obtaining the Securities Industry Essentials (SIE) is a part-time position of approximately 25 hours per week. The position is office-based in our Spartanburg branch. The specific weekly schedule will be established based on branch coverage and business Makes You a Great FitYou enjoy interacting with people and providing excellent serviceYou present yourself professionally and create a positive first impressionYou are dependable organized and detail-orientedYou communicate clearly and professionally by phone email and in personYou are comfortable balancing several responsibilities throughout the dayYou take initiative and look for ways to help the teamYou are comfortable learning new technology and office systemsYou enjoy working collaboratively in a team environmentYou have an interest in learning more about financial services and wealth managementQualificationsHigh school diploma required; college education preferred but not requiredPrevious experience in customer service hospitality reception banking financial services or a professional office environment preferredExcellent interpersonal and customer service skillsStrong organizational skills and attention to detailProficiency with Microsoft Outlook Word and other common office applicationsAbility to maintain confidentiality and exercise sound judgmentAbility to work effectively in a professional client-focused environmentHigh ethical standardsWhy 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 Employee Ownership 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 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. Attracting hiring and retaining diverse talent is a priority for the succeedbecause of the people who choose to work here; the depth of their skills experiences diversity of thoughts and backgrounds.