Registered Private Client Associate Greensboro, NC

As aRegistered Private Client Associate you will be an integral member of a collaborative four-person team supporting a well-established wealth management practice. Working alongside experienced Financial Advisors youll help deliver an exceptional client experience while ensuring the day-to-day operations of the practice run role is ideal for someone who enjoys building client relationships thrives in a fast-paced detail-oriented environment and takes pride in supporting a high-performing the TeamOur team is an established wealth management practice within Janney Montgomery Scott with more than 65 years of combined industry experience serving high-net-worth individuals families and business ownersRecognized by Forbes for excellence in wealth management our team has built a reputation for delivering thoughtful financial guidance disciplined investment management and highly personalized client service. We are committed to providing a high-touch client experience fostering strong collaboration and upholding a culture of accountability professionalism and continuous excellence. Just as importantly we believe the best work is accomplished in an environment where hard work mutual respect and a good sense of humor go hand in is much more than a traditional administrative role. As a Registered Private Client Associate you will play an integral part in the daily operations of a high-performing advisory practice. You will work directly alongside experienced advisors who value collaboration trust and open communication while investing in the long-term success and professional development of the right looking for someone who enjoys being part of a close-knit team takes pride in doing things the right way and genuinely enjoys helping others. If youre someone who likes staying organized building relationships with clients finding ways to improve processes and contributing to a collaborative culture where everyone pitches in youll feel right at home learn more about our team and our approach to serving clients visit us Youll DoBe the Client Experience ChampionYoull often be the first voice clients hear and the person they trust to help navigate their requests. You will:Serve as a key point of contact for clients providing prompt and thoughtful supportCoordinate meetings and communications between clients and advisorsEnsure every client interaction reflects professionalism warmth and attention to detailKeep the Operational Engine RunningYoull help ensure that the behind-the-scenes work supporting our advisory practice runs smoothly. Responsibilities include:Opening and maintaining investment accountsPreparing and processing client documentationCoordinating asset transfers and account updatesMonitoring requests to ensure timely completionSupporting client events and marketing initiativesSupport Investment and Money Movement RequestsWorking closely with advisors and operations teams you will help facilitate account activity including:Processing trades and transaction requestsInitiating wires ACH transfers and internal account journalsTracking requests through completion while maintaining strict accuracyPrepare Advisors for Meaningful Client ConversationsYour organization and preparation will help advisors focus on delivering great advice. You will:Assemble client meeting materials and portfolio reportsUpdate CRM systems and maintain client recordsCapture meeting notes and coordinate follow-up itemsWhat Makes You a Great FitHighly organized with exceptional attention to detailA natural communicator who enjoys helping peopleComfortable juggling multiple priorities in a fast-paced environmentProactivesomeone who anticipates needs rather than waits to be askedA collaborative team player with a strong work ethicWhat you haveRequirements:Bachelors degree preferred but not in the financial services industry preferred but not 7 63 and 65 or 66 strongly 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 environmentStrong attention to detailAble to work effectively as part of a teamHigh 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.