Private Client Associate — Client Growth

Janney; Lewes (DE); On-site; USD 55,000 - 85,000; Full time

Job summary

Janney Montgomery Scott LLC in Lewes, Delaware is seeking a Private Client Associate to support client relationships and campaigns, working closely with Janney Financial Advisors to grow the business. The role may include operational duties and key client service responsibilities.

You will assist in organizing campaigns, maintaining client communications, and delivering high-quality service in a fast-paced environment.

Qualifications

• Strong client service and communication skills.
• Ability to manage time-sensitive issues and follow procedures.
• Experience supporting financial advisors is a plus.

Responsibilities

• Assist in administering, marketing and growing client relationships.
• Support Janney Financial Advisors to enhance business.
• Organize productivity-based campaigns and client outreach.

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

Series 7/63/65 or 66 (preferred)

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney Montgomery Scott LLC in Lewes, Delaware is seeking a Private Client Associate to support client relationships and campaigns, working closely with Janney Financial Advisors to grow the business. The role may include operational duties and key client service responsibilities.

You will assist in organizing campaigns, maintaining client communications, and delivering high-quality service in a fast-paced environment.