Private Client Associate: Build Wealth & Relationships

Janney Montgomery Scott LLC; Independence Township (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

$2,000 referral bonus

Employee Ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC is seeking a Private Client Associate in the United States. You will support client relationships by assisting in administration, marketing, and growth initiatives, working closely with Janney Financial Advisors to boost their business performance.

The role emphasizes customer service, proactive communication, and collaborative teamwork within a fast-paced office environment, with licensing opportunities offered within twelve months.

Qualifications

• Bachelor’s degree required.
• Prior office experience preferred but not required.
• Series 7, 63 and 65, or 66 preferred or unlicensed can obtain licensing within twelve months.
• Excellent customer service skills.
• Proficient in Word, Excel, PowerPoint and Outlook.
• Able to work effectively in a fast-paced, deadline-driven environment.
• Strong attention to detail and teamwork; high ethical standards.

Responsibilities

• Assist in administering, marketing and growing client relationships.
• Work closely with Janney Financial Advisors to enhance and grow their business.
• Organize and implement productivity-based campaigns; support operational tasks.

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

Bachelor’s degree

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney Montgomery Scott LLC is seeking a Private Client Associate in the United States. You will support client relationships by assisting in administration, marketing, and growth initiatives, working closely with Janney Financial Advisors to boost their business performance.

The role emphasizes customer service, proactive communication, and collaborative teamwork within a fast-paced office environment, with licensing opportunities offered within twelve months.