Private Client Associate - Newtown, PA , USA
1 day ago
Job description
Janney Montgomery Scott LLC is seeking a Private Client Associate to provide client service and administrative support to The Gormley Furlong Wealth Advisory Group.
This role supports client relationships, account administration, and internal coordination to help deliver a high-quality client experience in a fast-paced, in-office environment.
What you are good at:
Customer Service- Serve as a primary point of contact for clients, providing timely, professional, and courteous service
Communication- Build and maintain strong client relationships through consistent communication and follow-up, answer incoming calls, respond to inquiries, and direct requests appropriately
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.
Requirements:
Bachelor's degree in Finance, Business, Economics, or a related field
Prior office experience and client service experience required
Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
Strong client service orientation with professional verbal and written communication skills
Excellent organizational skills, attention to detail, and ability to manage multiple priorities
Proficiency with Microsoft Office and CRM systems (e.g., Salesforce, ACT)
Ability to work collaboratively in a team environment
Ability to work 5 days a week in person
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 Parental 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.Similar jobs
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