Private Client Associate — Grow Relationships & Campaigns

Janney; Miami, Northern (FL, KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid parental leave

Paid time off

Referral bonus

Employee ownership

Professional development

Job summary

Janney, based in Miami, seeks a Private Client Associate to help administer, market and grow client relationships in close collaboration with Janney Financial Advisors. The role supports productivity-based campaigns and client outreach while handling occasional operations tasks.

The ideal candidate brings strong customer service and communication skills, is detail-oriented and a team player who can work in a fast-paced environment. This position is on-site in Miami.

Qualifications

• High school diploma required or equivalent.
• Excellent customer service skills and professional demeanor.
• Able to obtain licensing (Series 7/63/65/66) within 12 months if unlicensed.
• Proficient in Word, Excel, PowerPoint, and Outlook.

Responsibilities

• Assist in administering, marketing and growing client relationships with Janney Financial Advisors.
• Coordinate and implement productivity-based campaigns to develop client relationships.
• Provide support to advisors and teams to enhance business development.
• Perform operational tasks as needed to support branch activities.

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

High School diploma

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney, based in Miami, seeks a Private Client Associate to help administer, market and grow client relationships in close collaboration with Janney Financial Advisors. The role supports productivity-based campaigns and client outreach while handling occasional operations tasks.

The ideal candidate brings strong customer service and communication skills, is detail-oriented and a team player who can work in a fast-paced environment. This position is on-site in Miami.