Registered Private Client Associate - Glastonbury, CT

Overview

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.

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.

Your responsibilities include:

• Assist in administering, marketing and growing client relationships in collaboration with Financial Advisors.
• Organize and implement productivity-based campaigns to develop and maintain client relationships.
• Support operational tasks as needed to ensure efficient branch operations.

• Customer Service – Demonstrate the ability to build and foster strong client relationships through service; 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; 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; be knowledgeable of firm technology to provide quick responses to FA and client inquiries, in accordance with policies.
• Building Relationships – Foster trust and collaboration; anticipate potential issues and alert respective FA and/or Branch Management as necessary.

What you have — Requirements:

• 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

Benefits:
Janney believes that its employees are the key to what makes a great company. We support a balance between work and non-work activities 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, Employee Ownership, and a Professional Development Assistance Plan to help you make the most of your life at work and at home—today and in the future.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.