Private Client Associate - Fort Lauderdale, FL

Janney Montgomery Scott
Fort Lauderdale, FL
Category Customer Service
Job Description
As a Private Client Associate, you will play an integral role in the success of the Janney branch, assisting in administering, marketing and growing client relationships, and performing operational responsibilities.

Requirements

  • High School diploma
  • Prior office experience preferred but not required
  • Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
  • 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

Benefits

  • Paid Parental Leave
  • Generous Paid Time Off
  • $2,000 referral bonus
  • Employee Ownership
  • Professional Development Assistance Plan
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