Senior Registered Private Client Associate - York, PA
On-site · York, Pennsylvania, United States
Job Summary
Senior Registered Private Client Associate responsible for assisting in administering, marketing, and growing client relationships in collaboration with Janney Financial Advisors. Roles include enhancing FA business, organizing productivity-based campaigns, maintaining client relationships through effective communication and service, and performing related operational responsibilities as needed. Strong emphasis on customer service, client correspondence, technology-enabled productivity, and teamwork within a fast-paced financial-services environment.
Required Qualifications
- High School diploma
- Associate’s or Bachelor’s degree preferred
- Prior office experience preferred but not required
- Series 7, 63 and 65, or 66
- 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
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