About this role
Private Client Associate - Hunt Valley, MD at Janney. Location: Hunt Valley, Maryland, United States. Role: opening accounts, processing transactions, supporting advisors Requirements: High school diploma; customer service and office skills; Series 7/63 and 65 or 66 preferred or able to obtain within 12 months; proficiency in Microsoft Word, Excel, PowerPoint, Outlook; strong communication and attention to detail. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook Certifications: series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English