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Janney Montgomery Scott
Bethlehem, PA | Full Time
$67k-89k (estimate)
1 Month Ago
Senior Registered Private Client Associate - Bethlehem, PA
$67k-89k (estimate)
Full Time | Transportation 1 Month Ago
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Janney Montgomery Scott is Hiring a Senior Registered Private Client Associate - Bethlehem, PA Near Bethlehem, 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 atCustomer 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 departmentsCommunication –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 proceduresInitiative - 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 haveRequirements:High School diploma; Associate’s or Bachelor’s degree preferredPrior office experience preferred but not requiredSeries 7, 63 and 65, or 66 highly preferred; or the licenses must be obtained within 12-18 months of hireExcellent customer service skillsProficient skills in Word, Excel, PowerPoint, and OutlookAble to work effectively in a fast paced, deadline-oriented environmentStrong attention to detailAble to work effectively as part of a teamHigh 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 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. Fostering a positive workplace experience remains a top priority. We’ve 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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Transportation

SALARY

$67k-89k (estimate)

POST DATE

04/01/2024

EXPIRATION DATE

05/31/2024

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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