Registered Private Client Associate - Sarasota, FL

Overview

Registered Private Client Associate - Sarasota, FL. Janney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs and providing advice beyond investments. The firm is dedicated to building a diverse workforce and inclusive culture where employees can thrive and grow professionally.

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 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.

• Customer Service – Demonstrate 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 – Provide 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 utilize available technology and tools to support efficient and effective time management; 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 – Connect 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

• High School diploma;
  Associate’s or Bachelor’s degree preferred
• Prior office experience preferred but not required
• Series 7, 63 and 65, or 66
• 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

Janney offers a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, 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.

Janney is committed to promoting and supporting diversity within the 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 dedicated to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.

We have earned the Great Place to Work certification, recognizing an outstanding employee experience based on current employee feedback.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales

Referral programs and other engagement opportunities are mentioned for candidates in Sarasota, FL.