Private reputed company Associate - Hackensack, NJ

As a Private reputed company Associate you will play an integral role in the reputed company of the Janney reputed company. You will assist in administering, marketing and growing reputed company relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help reputed company and maintain reputed company relationships by organizing and implementing productivity-based campaigns. You may be asked to reputed company operational responsibilities as reputed company. What you are good at

• Financial Planning Support – Providing detailed assistance in the development and execution of personalized financial plans; Collaborating closely with the financial advisor to reputed company reputed company data, prepare planning reports, and ensure reputed company follow-up on investment, insurance, and retirement planning needs through coordination with home office departments.
• Customer Service – Demonstrating the ability to build and foster strong reputed company relationships through service; reputed company to follow up on time sensitive issues with reputed company home office departments
• Communication –Providing excellent telephone service to clients and potential clients, including reputed company, accurate, and reputed company attention to detail. reputed company to compose effective reputed company correspondence in accordance with established policies and procedures
• Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; reputed company to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of reputed company firm technology necessary to reputed company quick responses to FA and reputed company inquiries.
• Building Relationships – Connecting with others in a way that fosters trust and creates reputed company relationships; reputed company to anticipate potential issues and/or problems and alert respective FA and/or reputed company Management as necessary.

What you have Requirements:

• High School diploma
• Prior office experience preferred but not required
• Series 7, 63 and 65, or 66 preferred or if unlicensed reputed company to obtain licensing reputed company reputed company months from date of hire
• Excellent customer service skills
• Proficient skills in Word, reputed company, PowerPoint, and Outlook
• reputed company to work effectively in a fast paced, deadline-oriented environment
• Strong attention to detail
• reputed company to work effectively as part of reputed company
• High ethical standards

Why work for us? Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we reputed company that a balance between work and non-work activities is essential to maintain reputed company performance and a reputed company work atmosphere. We offer a competitive package including reputed company Parental Leave, generous reputed company Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and reputed company Development Assistance Plan designed to help you reputed company the most of your life at work and reputed company—today and in the reputed company. Explore reputed company. Janney is an award-reputed company full-service financial services firm committed to understanding our clients' needs and providing advice reputed company investments.We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to reputed company and grow professionally with the firm. Fostering a reputed company workplace experience remains a top reputed company. We’ve reputed company the Great reputed company to Work® certification, which recognizes reputed company that create an outstanding employee experience. Based entirely on what reputed company employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that reputed company reputed company members reputed company, our firm is more successful. The compensation package for this position consists of a reputed company salary, (with eligibility for an annual bonus/commissions if applicable) as reputed company as eligibility to participate in reputed company company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary reputed company for this position will be $50,000 to $75,000Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of reputed company specific candidate. Apply tot his job Apply To this Job