Client Service Center Representative

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.

Janney Client Service Center (JCSC) Representatives partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. If you have a passion for providing exceptional client service, building your industry skillset, and being part of a highly collaborative team, the JCSC representative role may be the next step in your career.

What you are good at: 

• Client Service – Meeting and exceeding customer expectations by providing timely and attentive responses to client requests.
• Initiative – Proactively identifying opportunities to enhance our business processing framework and supporting the success of team initiatives.
• Cross-Functional Collaboration – Connecting with stakeholders across the organization in a way that fosters trust, clear and timely communication, and highly effective partnerships.
• Analytical Ability – Effectively evaluating data from various sources to identify and resolve issues.

Responsibilities: 

• 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

 Requirements and Qualifications:

• 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
• Strong MS Office skills
• Experience with Thomson preferred
• FINRA Series 7 (required); 63 and 65 (or 66) licenses highly preferred or the ability to become registered in sixty (60) days
• 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  

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 believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

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. Attracting, hiring, and retaining diverse talent is a priority for the firm.   We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds. 

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.