Client Engagement Associate

Janney • Philadelphia, PA

23h

About The Position

Janney is seeking a proactive and client-focused Client Engagement Associate whose sole mission is to drive lead generation and top-of-funnel engagement. This role is entirely focused on initiating contact with prospective clients who have shown interest through our marketing channels, qualifying their needs, and guiding them toward meaningful conversations with our Director of Client Engagement and Advisors directly. This is a high-impact, performance-driven role ideal for someone who thrives on client interaction, understands the financial services landscape, and is motivated by results. What you are good at: Client Service – you are a client-centric communicator with strong communication skills. Detail Oriented – possess a high attention to detail and follow-through. Getting Results – possess an entrepreneurial drive and are motivated by results and helping clients find the right advisory fit. Organization and Time Management – able to complete multiple tasks under frequent time constraints.

Requirements

• Bachelor’s Degree preferred but not required.
• 2+ years of experience in financial services, ideally in a client-facing or sales support role (e.g., retail banking, advisory support, client service, or business development).
• Strong understanding of financial products, investment basics, and the value of comprehensive financial advice.
• Excellent verbal and written communication skills with a consultative, empathetic approach.
• Organized, self-motivated, and able to manage multiple priorities in a fast-paced environment.
• Experience using Salesforce or similar CRM platforms preferred.

Responsibilities

• Serve as the first point of contact for prospective clients generated through various channels.
• Initiate timely outreach via phone, email, text, and other means of communication to engage prospects and understand their financial goals and needs.
• Qualify leads based on established criteria and track patterns to improve lead scoring and lead prioritization.
• Clearly articulate the firm’s value proposition and guide prospects to schedule exploratory conversation.
• Provide feedback to marketing and leadership teams on lead quality and trends to help refine acquisition strategies.
• Collaborate closely with Client Engagement leadership to ensure seamless handoff and client experience.
• Build and maintain structured lead databases and outreach cadences in the Salesforce CRM.
• Track performance metrics and report weekly lead generation activity and outcomes.

Benefits

• At Janney, we believe in rewarding performance and effort. This position offers a competitive base salary supplemented by a performance-based incentive structure. There is no cap on the upside potential, high-performing associates can significantly increase their earnings based on lead conversion activity and business development success.
• 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, employee ownership, 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. Fostering a positive workplace experience remains a top priority. We have 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level