Operations Onboarding Associate

Janney Montgomery Scott LLC•Philadelphia, PA

2d•Onsite

About The Position

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. The Operations Onboarding Associate plays a critical role in supporting Janney’s growth by facilitating the successful transition of Financial Advisors and their client relationships to Janney. This position partners closely with newly recruited advisors, Private Client Assistants (PCAs), and internal business partners to ensure a seamless and efficient onboarding experience. Associates serve as on-site operational experts during advisor transitions, traveling to branch offices approximately 50% of the time. While in the field, they lead and coordinate onboarding activities, provide hands-on support, and deliver guidance on Janney systems, processes, and policies. This role requires strong project management, relationship management, and problem-solving skills in a fast-paced, high-impact environment.

Requirements

Bachelor’s Degree or equivalent experience in lieu of a degree.
At least two years of related experience in the financial services industry with a strong track record of delivering a high level of client service.
Strong client service orientation with a proactive, solutions-focused mindset
Ability to work well with others and perform at a high level in a fast-paced, high pressure, time-sensitive environment.
Ability to manage multiple tasks and train others on operational processes.
Strong project management skills.
Effective oral, written and interpersonal skills.
Expertise using Microsoft Office Applications.
Capable of demonstrating and achieving Janney’s core values of delivering with integrity, results driven, keeping people at the center, exceeding expectations and meeting the standards required of associates.
Willingness and capability to travel to various Janney branch locations as the need arises and work additional hours beyond the normal work schedule as required.
Must be able to travel up to 50% of the time to branches and satellite offices in Janney’s footprint

Responsibilities

Serve as the on-site operational lead during advisor transitions at branch locations
Partner with Financial Advisors and PCAs to organize and execute transition plans
Provide hands-on assistance with account opening and onboarding workflows
Act as a subject matter expert on Janney systems, policies, and procedures
Train PCAs and branch staff on Janney operational processes, systems, and best practices
Troubleshoot issues in real time and escalate as needed to ensure timely resolution
Coordinate with Operations, Private Client Group (PCG), Compliance, and other departments