Private Client Associate

• Miami/Coral Gables, FL Janney Montgomery Scott LLC
• 3.

6 Coral Gables, FL Job Details Full-time 17 hours ago Benefits Paid parental leave Paid time off Parental leave Professional development assistance Referral program Qualifications Customer communication Microsoft Outlook Professional ethics Employee relationship building High school diploma or GED Stakeholder relationship building Full Job Description 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 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. This position may be based in either our Miami or Coral Gables branch location. 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 Communication
• Providing 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.

What you have

Requirements:

High School diploma Prior office experience preferred but not required 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 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. 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. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful. Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.