New Accounts Associate

New Accounts Associate

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.

As a New Accounts Associate, you will play an integral role within the Account Services team by supporting and coordinating a wide range of activities related to account opening, account maintenance, and account transfers of varying size and complexity from inception to completion. You will work closely with the Department Manager and Project Manager to deliver successful projects that reflect the highest standards of quality and operational excellence across Janney Operations.

What You Are Good At

• Project Coordination – Providing administrative and project coordination support while managing workflow tasks from inception to completion with minimal assistance.
• Attention to Detail – Reviewing new account set-ups for transitioning Financial Advisors to ensure accuracy and deliver a positive onboarding experience for advisors and their clients, including checks, welcome kits, and related materials.
• Leadership & Team Collaboration – Supporting daily team operations, cross-training with associates to provide back-up coverage for critical functions, assisting with training efforts, and allocating team resources to ensure timely processing of work items.
• Analytical Skills – Working with large amounts of data to analyze information, identify trends, and assist with the development, measurement, and reporting of data related to account services functions and operational processes.

Essential Duties and Responsibilities

• Perform assigned workflow tasks from inception to completion with minimal supervision.
• Review all new account set-ups for transitioning Financial Advisors to ensure accuracy and completeness.
• Monitor the daily workflow and operations of the New Account team.
• Cross-train with Senior Associates to provide back-up coverage for critical functions.
• Provide training and guidance to associates when necessary.
• Allocate team resources to support the smooth and timely processing of work items.
• Assist with the creation and maintenance of reports through the SMART system.
• Support Returned Mail processing and other Books and Records responsibilities.
• Participate in reviews of BETA changes for ACAT and New Accounts processes to determine operational impacts and implementation requirements.
• Assist with process improvement initiatives and operational reporting related to account services activities.

What You Have

• Bachelor's Degree or equivalent experience in Financial Services Operations or the financial industry.
• Self-directed with an ability to prioritize and organize work assignments and multi-task effectively across various projects.
• Effective problem solving skills with an ability to provide solutions in a pro-active, timely manner.
• Excel skills to include the use of macros, pivot tables, charts, etc.
• Process improvement orientation.
• Effective written, verbal and interpersonal skills.
• Excellent client service skills.
• Ability to demonstrate Janney values.

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 Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, 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. Fostering a positive workplace experience remains a top priority. We've earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current 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 when our team members thrive, our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.