Part-Time Private Client Concierge (Wealth Mgmt)

OSTTRA Group; Spartanburg (SC); On-site; USD 21,000 - 28,000; Part time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus

Employee Ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott in Spartanburg is seeking a part-time Private Client Associate to serve as the first point of contact for clients and guests in our office. You will welcome visitors, route calls, coordinate appointments, and support Financial Advisors.

This role offers exposure to wealth management and requires professionalism, organization, and a client-focused approach. The schedule is approximately 25 hours per week with office-based presence in the Spartanburg branch.

Qualifications

• High school diploma required; college education preferred but not required.
• Experience in customer service, hospitality, reception, banking, financial services, or a professional office environment preferred.
• Excellent interpersonal and customer service skills.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Outlook, Word, and other common office applications.

Responsibilities

• Greet clients and visitors and assist them upon arrival.
• Answer and appropriately route incoming telephone calls.
• Coordinate client appointments and conference room schedules.
• Help prepare meeting rooms and client-facing areas.
• Maintain a professional, organized, and welcoming reception area.
• Assist clients with general questions and connect them with the appropriate Financial Advisor or team member.
• Provide general administrative support to Financial Advisors and Private Client Associates.
• Assist with basic client service requests and follow-up items within the responsibilities of an unregistered employee.
• Work collaboratively with other branch staff to ensure client needs are addressed promptly and professionally.

Skills

Customer service

Interpersonal communication

Organizational skills

Professional demeanor

Multitasking

Education

High school diploma

Tools

Microsoft Outlook

Microsoft Word

Job description

Janney Montgomery Scott in Spartanburg is seeking a part-time Private Client Associate to serve as the first point of contact for clients and guests in our office. You will welcome visitors, route calls, coordinate appointments, and support Financial Advisors.

This role offers exposure to wealth management and requires professionalism, organization, and a client-focused approach. The schedule is approximately 25 hours per week with office-based presence in the Spartanburg branch.