Private Client Associate - Darien, CT

Janney Montgomery Scott LLC, 800 Post Road, Darien, Connecticut, United States of America Req #11574
Wednesday, January 3, 2024

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 Private Client Associate you will provide administrative, client, and marketing support to one or more Financial Advisors (“FAs”) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. This individual demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence.

 

What you are good at:

  • Customer Service – Providing prompt, accurate, and timely responses to requests from clients and potential clients.
  • Communication – Providing excellent verbal and written communications to clients and potential clients. Able to compose effective client correspondence in accordance with established policies and procedures.
  • Initiative – Proactively identify opportunities to enhance operational processes.
  • Detail Oriented & Organized – Thorough and rigorous attention to detail; superior time management and organizational skills with the ability to prioritize tasks.

 

Responsibilities:

  • Onboard and maintain client accounts by collecting necessary information and obtaining all required documents.
  • Perform operational or administrative functions for client related requests (i.e., check requests, fed funds wires, IRA distributions, changes to personal information, dividend instructions, etc.).
  • Work independently with all home office departments to service the clients' requests.
  • Develop and strengthen client relationships through active communication, processing requests in a timely manner, resolving inquiries and making sure key account information is up to date.
  • Review and take appropriate action on client account alerts.
  • Provide reports and other information to FAs, as requested.
  • Assist clients with Janney Online Access and Janney Mobile App to ensure a positive digital experience.
  • Actively engage in available firm training and education programs to stay current on policies, procedures and new platforms.
  • Be knowledgeable of products and technology and comply with all rules and regulations of the firm, as well as the various regulatory agencies.

 

What you have:

  • High School diploma
  • Prior office experience preferred but not required
  • Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
  • 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

 

 

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.

 

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 accommodations to applicants with physical and/or mental disabilities.

Other details

  • Pay Type Hourly
Location on Google Maps
  • Janney Montgomery Scott LLC, 800 Post Road, Darien, Connecticut, United States of America