Private Client Associate - Grow Client Relationships

Janney Montgomery Scott LLC; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

Referral bonus $2,000

Employee Ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC seeks a Registered Private Client Associate in Houston to support administration, marketing, and growth of client relationships in collaboration with Financial Advisors. You will help develop campaigns and organize client activity while handling operational duties as required.

Ideal candidates bring strong customer service, communication, and teamwork skills, plus proficiency in Word, Excel, PowerPoint, and Outlook, with a high ethical standard and ability to work in

Qualifications

• High School diploma; Associate’s or Bachelor’s degree preferred.
• Series 7, 63 and 65, or 66.
• Excellent customer service skills.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Able to work in a fast paced, deadline-oriented environment.
• Strong attention to detail and teamwork.

Responsibilities

• Assist in administering, marketing and growing client relationships, working closely with Janney Financial Advisors to enhance and grow their business.
• Help develop and maintain client relationships by organizing and implementing productivity-based campaigns.
• Perform operational responsibilities as needed.

Skills

Customer service

Communication

Initiative

Relationship building

Education

High school diploma

Associate’s or Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney Montgomery Scott LLC seeks a Registered Private Client Associate in Houston to support administration, marketing, and growth of client relationships in collaboration with Financial Advisors. You will help develop campaigns and organize client activity while handling operational duties as required.

Ideal candidates bring strong customer service, communication, and teamwork skills, plus proficiency in Word, Excel, PowerPoint, and Outlook, with a high ethical standard and ability to work in