Operations Onboarding Associate
Janney Montgomery ScottPhiladelphia, Pennsylvania, United States
Posted March 24, 2026
Full Time
About the Company
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.
Job Description
Janney is seeking an Operations Onboarding Associate to support the transition of Financial Advisors and their client relationships to Janney. The successful candidate will partner with advisors, Private Client Assistants, and internal business partners to ensure a seamless onboarding experience.
Requirements
- Customer Service
- Detail Oriented
- Team-Oriented
Benefits
- Paid Parental Leave
- Paid Time Off
- Eligibility for a $2,000 referral bonus
- Employee Ownership
- Professional Development Assistance Plan
