Private Client Associate — Growth & Client Relationships

Janney Montgomery Scott LLC; Aiken (SC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

Employee Ownership

Professional Development Assistance Plan

Job summary

Janney Montgomery Scott LLC in South Carolina is seeking a Private Client Associate who will be integral in growing client relationships. This role involves assisting Janney Financial Advisors in effectively implementing productivity-based campaigns and providing excellent customer service.

The ideal candidate will have a high school diploma and demonstrate strong communication and relationship-building skills, with the ability to work in a fast-paced environment.

Benefits include competitive paid time off and a referral bonus for employees.

Qualifications

• Prior office experience preferred but not required.
• Excellent customer service skills.
• Able to work effectively in a fast paced, deadline-oriented environment.
• Strong attention to detail.

Responsibilities

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

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

High school diploma

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney Montgomery Scott LLC in South Carolina is seeking a Private Client Associate who will be integral in growing client relationships. This role involves assisting Janney Financial Advisors in effectively implementing productivity-based campaigns and providing excellent customer service.

The ideal candidate will have a high school diploma and demonstrate strong communication and relationship-building skills, with the ability to work in a fast-paced environment.

Benefits include competitive paid time off and a referral bonus for employees.