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Registered Private Client Associate - Ponte Vedra at Janney

Level
entry
Posted

Description

Janney is hiring a Registered Private Client Associate to support a branch by administering, marketing, and growing client relationships with Financial Advisors. The role involves organizing productivity-based campaigns, providing telephone and written client service, following up on time-sensitive issues, using firm technology, and performing operational responsibilities. A high school diploma is required, while an associate’s or bachelor’s degree and prior office experience are preferred; Series 7, 63, 65, or 66 qualification and strong customer service, communication, technology, teamwork, and attention-to-detail skills are also required.

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