Registered Private Client Associate - Philadelphia, United States - Janney

Description

Registered Private Client Associate - Philadelphia, PA

Janney Montgomery Scott LLC, Philadelphia, Pennsylvania, United States of America

Job Description

Posted Thursday, February 22, 2024 at 5:00 AM

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.

Registered Private Client Associates (RPCAs) help shape the future of service by modernizing the client experience through an elevated standard of excellence. The RPCA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm and team. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full capabilities of the firm and team to clients. This individual will provide administrative, client, and marketing support to the team to enhance and grow their business. The goal of the position is to organize and coordinate all essential administrative activities of the team. Roles and responsibilities may vary dependent upon the team structure. This individual will possess or attain a Series 7, 63 and 65, or 66 licenses. This role has income and educational growth opportunities.

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
• CommunicationProviding 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.

Responsibilities :

• Oversee the administration of the teams CRM system.
• Coordinate all operational functions of team.
• Assist in preparation of Client Financial Plans.
• Work independently with all home office departments to service the clients requests.
• Assist team in the ongoing development and maintenance of effective client relationships.
• Be knowledgeable of products and technology and comply with all rules and regulations of the firm, as well as the various regulatory agencies. Anticipate potential issues and or problems and alert team.
• Be knowledgeable of all firm technology necessary to provide quick responses to client and team inquiries.
• Compose effective client correspondence in accordance with established policies and procedures.
• Assist team in organizing and implementing productivity based campaigns.
• Coordinate marketing efforts through the marketing department.
• Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Ensure continuous telephone coverage.
• Work closely with the team to understand the clients investments objectives, their financial situation and their tolerance of risk.
• May accept client orders and complete their requests in clients accounts on behalf of the team.
• Demonstrate extreme competence in all major areas of responsibility and operate with a relatively high level of independence.

What you have

Skills & Experience:

• High School Diploma; associate or bachelor's degree preferred
• Series 7, 63 and 65, or 66 highly preferred; or the licenses must be obtained within 12 months of hire
• Proficient 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 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 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 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 succeedbecause 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. 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 accommodationsto applicants with physical and/or mental disabilities.

Pay Type Hourly

Janney Montgomery Scott LLC, Philadelphia, Pennsylvania, United States of America