Private Client Associate - Albany, NY

OSTTRA Group; Town of Colonie (NY); Presencial; USD 50 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Paid Parental Leave

Paid Time Off

401(k)

Resumo da oferta

Janney is seeking a Private Client Associate in New York to support its Janney Financial Advisors. You will help administer, market and grow client relationships while coordinating productivity campaigns and handling operational duties.

Collaboration with FAs and timely client communication are essential. The role emphasizes service excellence, accuracy, and teamwork in a fast-paced environment, with a compensation package including base salary and potential bonus; licensing within twelve months

Qualificações

• High School diploma or equivalent.
• Strong customer service skills with a client-first approach.
• Proficient in Word, Excel, PowerPoint and Outlook.

Responsabilidades

• Assist in administering, marketing and growing client relationships.
• Support Financial Advisors in organizing and implementing productivity-based campaigns.
• Handle operational tasks and help ensure timely client communications.

Conhecimentos

Customer service

Communication

Initiative

Building relationships

Formação académica

High School diploma

Ferramentas

Word

Excel

PowerPoint

Outlook

Descrição da oferta de emprego

As aPrivate 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?

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, 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. Explore further.

Janney is anaward-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. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

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 Totalcompensation packages at Janney are based on experience, skills, credentials,and geographical location, of each specificcandidate.