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Registered Private Client Associate, Branch Support Specialist @ Janney

Philadelphia, Pennsylvania, United StatesOnsiteFull TimePosted 7 days ago

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About this role

Registered Private Client Associate, Branch Support Specialist at Janney. Location: Philadelphia, Pennsylvania, United States. Role: supporting advisors, serving branches, building relationships Requirements: Series 7, 63 and 65 or 66 required; 3 years private client associate experience; hybrid schedule with 3 days/week in Philadelphia office; ad-hoc travel; high school diploma (associate/bachelor preferred); proficiency in Microsoft Office; strong customer service skills. Category: Customer Service Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook Certifications: series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Hybrid Languages: English

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Registered Private Client Associate, Branch Support Specialist at Janney | ResuMinder Jobs