Private Client Associate Miami. FL

As aPrivate 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 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 departmentsCommunicationProviding 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 proceduresInitiative- 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 you have:Requirements:High School diplomaPrior office experience preferred but not requiredSeries 7 63 and 65 or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hireExcellent customer service skillsProficient skills in Word Excel PowerPoint and OutlookAble 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 standardsWhy work for usBenefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employees 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 $2000 referral bonus Employee Ownership and Professional Development Assistance Plan designed to help you make the most of your life at work and at hometoday and in the future. Explore is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond 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.