Registered Private Client Associate - Harrisonburg, VA
Company: Janney Montgomery Scott LLC
Location: Harrisonburg
Posted on: June 24, 2022
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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.This
individual will provide administrative, client,and marketing
support to one or more Financial Advisors (FAs) to enhance andgrow
their business. Roles andresponsibilities may vary dependent upon
the FA or team structure. Demonstrates extreme competence in all
majorareas of responsibility and operates with a relatively high
level ofindependence. This individual willpossess a Series 7, 63
and 65, or 66 licenses. MAJORRESPONSIBILITIES Work independently
with all home office departments to service the clients' requests.
Assist FAs in the ongoing development and maintenance of effective
client relationships. Be knowledgeable of products and technology
and comply with all rules and regulations of the firm, as well as
the various regulatory agencies. Anticipate potential issues and or
problems and alert respective FA and/or Branch Management as
necessary. Be knowledgeable of all firm technology necessary to
provide quick responses to client and FA inquiries and also assist
in helping train other Private Client Associates. Compose effective
client correspondence in accordance with established policies and
procedures. Assist FAs in organizing and implementing productivity
based campaigns. Coordinate marketing efforts through the marketing
department (e.g., for local advertising). Interface effectively
with home office departments and branch associates. Provide
excellent telephone service to clients and potential clients,
including prompt, accurate, and timely attention to detail. Ensure
continuous telephone coverage. Perform other duties as required
that contribute to the overall effectiveness of the branch office
and individual FAs. May also perform some operations
responsibilities for the entire branch in small branch offices.
Work closely with their FA to understand the clients' investments
objectives, their financial situation and their tolerance of risk.
Keep assigned FAs informed of all pertinent information and
activity related to client accounts and transactions, including
issues related to client suitability. May accept client orders and
complete their requests in clients' accounts on behalf of their
FA.REQUIREMENTS ANDQUALIFICATIONS High School Diploma; Associate's
or Bachelor's degree preferred Series 7, 63 and 65, or 66 required;
or the licenses must be obtained within 12 months of hire Excellent
customer service skills Computer 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 standardsJanney 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 Apply Now
Keywords: Janney Montgomery Scott LLC, Harrisonburg , Registered Private Client Associate - Harrisonburg, VA, Other , Harrisonburg, Virginia
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