About this role
Private Client Associate - Lewes, DE at Janney. Location: Lewes, Delaware, United States. Role: assisting advisors, growing relationships, administering operations Requirements: High school diploma required; prior office experience preferred. Preferred Series 7, 63, 65 or 66 (or ability to obtain within 12 months). Strong customer service, communication, Microsoft Office skills, attention to detail, and initiative. Category: Business Development Seniority: Entry Level 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