Private Client Associate - Newtown, PA

As a Private Client Associate, you will assist in administering, marketing and growing client relationships, and work closely with financial advisors to enhance and grow their business.

Requirements

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

Benefits

• Paid Parental Leave
• Generous Paid Time Off
• Referral bonus
• Professional Development Assistance Plan