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1 Registered Private Client Associate - New Hope, PA Job in New Hope, PA

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JANNEY MONTGOMERY SCOTT
New Hope, PA | Full Time
$64k-84k (estimate)
5 Months Ago
Registered Private Client Associate - New Hope, PA
$64k-84k (estimate)
Full Time | Transportation 5 Months Ago
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JANNEY MONTGOMERY SCOTT is Hiring a Registered Private Client Associate - New Hope, PA Near New Hope, PA

As a Registered 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; Associate’s or Bachelor’s degree preferred Prior office experience preferred but not requiredSeries 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within nine 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 Paternal Leave, 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. Attracting, hiring, and retaining diverse talent is a priority for the firm. We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Transportation

SALARY

$64k-84k (estimate)

POST DATE

11/09/2022

EXPIRATION DATE

03/01/2023

WEBSITE

janney.com

HEADQUARTERS

PHILADELPHIA, PA

SIZE

1,000 - 3,000

FOUNDED

1982

CEO

TIMOTHY T O'TOOLE

REVENUE

$500M - $1B

INDUSTRY

Transportation

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About Janney Montgomery Scott

No matter where you are in life just starting out, in your peak earning years, nearing retirement, or contemplating your legacy we are here for you. When you work with us, its about going beyond investing. Its about connecting your life and your finances. We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firms capabilities and resources, enables us to provide high quality service, while offering advice and recommendin...g financial solutions for every stage of life. Janney Montgomery Scott LLC (Janney) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. Our Facebook page and updates are intended for U.S. residents only. For information about how Janney may use the information you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. For more information about Janney, please see Janneys Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. More
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The following is the career advancement route for Registered Private Client Associate - New Hope, PA positions, which can be used as a reference in future career path planning. As a Registered Private Client Associate - New Hope, PA, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Private Client Associate - New Hope, PA. You can explore the career advancement for a Registered Private Client Associate - New Hope, PA below and select your interested title to get hiring information.