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Client Service Center Representative

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America Req #458
Tuesday, September 1, 2020
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The JCSC Representative is responsible for the completion of requests received from the Janney Client Service Center clients who are interested in transacting orders in their brokerage accounts. This individual may also be responsible for other projects related to the JCSC as determined by the Director of Branch Administration.

 

Responsibilities Include:

  • Respond to client requests for information including communicating account balances and executing unsolicited trade orders, assisting clients with fund transfers and processing account maintenance requests
  • Partner with appropriate home office and branch staff to resolve client issues
  • Document and maintain controls to ensure all security balances and transactions in brokerage accounts comply with regulatory and company policies
  • Identify processing related issues and trends and recommend improvements to workflows
  • Complete ad hoc reporting and assignments as required

 

 

Required Experience 

  • Two-four years of experience in financial services, preferably at a broker dealer
  • Bachelor’s degree from an accredited college or university, or equivalent experience
  • FINRA Series 7 (required); 65 or 66 licenses highly preferred or the ability to become registered in thirty (30) days
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Required Skills:

  • Strong MS Office skills

  • Strong customer service and telephone skills

  • Ability to work and thrive in an intense/fast-paced team-oriented work environment

  • Enthusiasm and a passion for working with people

  • A strong work ethic and goals and deliverables

  • Have strong oral and written communication and relationship management skills

  • Accuracy and attention to detail are critical

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.

  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America