Private Client Associate - Albany, NY

OSTTRA Group; City of Albany (NY); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

Eligibility for a $2,000 referralbonus

Employee Ownership

Professional Development Assistance

Job summary

Janney is seeking a Private Client Associate in Albany, NY to assist in administering, marketing and growing client relationships, working closely with Janney Financial Advisors to expand business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns, and you may be asked to perform operational responsibilities as well.

You will be responsible for delivering excellent customer service, collaborating with teams, and supporting

Qualifications

• High School diploma or equivalent.
• Experience is preferred but not required.
• Ability to obtain licensing within 12 months if needed.

Responsibilities

• Support administration and client relationship growth with Financial Advisors.
• Help organize and run productivity-based campaigns.
• Assist with operational tasks as needed.
• Provide timely client correspondence and service.

Skills

Customer service

Communication

Initiative

Building relationships

Education

High School diploma

Tools

Word

Excel

PowerPoint

Outlook

Job description

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.

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors ("FAs") to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.

What you are good at

• Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
• Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
• Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
• Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

What you have / 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

Why work for us?

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, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, 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.

Benefits

• Paid Parental Leave
• Generous Paid Time Off
• Eligibility for a $2,000 referral bonus
• Employee Ownership
• Professional Development Assistance Plan

Compensation

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $50,000 to $75,000 Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.