Private Client Associate — Client Growth & Service

Janney Montgomery Scott LLC; Hauppauge (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

Employee Ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Hauppauge, NY. This role involves assisting in the administration and marketing of client relationships, supporting Financial Advisors in growing their business through productivity-based campaigns.

The ideal candidate will have a High School diploma, experience in a fast-paced environment, and proficiency in Word and Excel. Competitive benefits include Paid Parental Leave, PTO, and a salary range of $75,000 to $90,000.

Qualifications

• High School diploma; Associate’s or Bachelor’s degree preferred.
• Prior office experience preferred but not required.
• Series 7, 63 and 65, or 66 required.
• Excellent customer service skills necessary.
• Able to work effectively in a fast-paced, deadline-oriented environment.

Responsibilities

• Assist in administering and marketing client relationships.
• Work closely with Financial Advisors to grow their business.
• Develop client relationships through productivity-based campaigns.

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

High School diploma; Associate’s or Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Hauppauge, NY. This role involves assisting in the administration and marketing of client relationships, supporting Financial Advisors in growing their business through productivity-based campaigns.

The ideal candidate will have a High School diploma, experience in a fast-paced environment, and proficiency in Word and Excel. Competitive benefits include Paid Parental Leave, PTO, and a salary range of $75,000 to $90,000.