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Private Client Associate - Hingham, MA
$56k-72k (estimate)
Part Time | Transportation 2 Days Ago
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Janney Montgomery Scott is Hiring a Private Client Associate - Hingham, MA Near Hingham, MA

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.This is a part-time position with the ability to transition into a full-time role.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 diplomaPrior office experience preferred but not requiredSeries 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hireExcellent customer service skillsProficient skills in Word, Excel, PowerPoint, and OutlookAble 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.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

Part Time

INDUSTRY

Transportation

SALARY

$56k-72k (estimate)

POST DATE

05/06/2024

EXPIRATION DATE

07/04/2024

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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The job skills required for Private Client Associate - Hingham, MA include Customer Service, Financial Services, Attention to Detail, Client Relationship, Professional Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Client Associate - Hingham, MA. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Client Associate - Hingham, MA. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Private Client Associate - Hingham, MA positions, which can be used as a reference in future career path planning. As a Private Client Associate - Hingham, MA, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Client Associate - Hingham, MA. You can explore the career advancement for a Private Client Associate - Hingham, MA below and select your interested title to get hiring information.