Apply on Employer Site

Janney Montgomery Scott LLC · 3 hours ago

Registered Private Client Associate - Glastonbury, CT

Glastonbury, CT

Full-time

Onsite

New Grad, Entry Level

Janney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs. The Registered Private Client Associate will assist in administering, marketing, and growing client relationships, working closely with Financial Advisors to enhance their business.

BankingConsultingCrowdfundingFinancial ServicesLegal

Work & Life Balance

Responsibilities

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

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

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

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

Qualification

Series 7Customer ServiceProficient in WordExcelPowerPointOutlookAttention to DetailHigh Ethical StandardsCommunicationInitiativeBuilding RelationshipsTeamwork