Private Client Associate: Growth, Relationships & Ownership

Janney Montgomery Scott LLC; Warwick (RI); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus $2,000

Employee Ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC in Warwick, RI is seeking a Private Client Associate to support client relationships alongside our Financial Advisors. You will organize and implement productivity-based campaigns and assist with marketing and daily operations to grow the business.

Ideal candidates bring strong customer service, clear communication, and teamwork in a fast-paced environment. Janney offers a competitive benefits package and professional development opportunities.

Qualifications

• High School diploma required.
• Series 7, 63 and 65, or 66 preferred or able to obtain licensing within twelve months from date of hire.
• Excellent customer service skills.
• Proficient in Word, Excel, PowerPoint, Outlook.
• Able to work in a fast-paced, deadline-driven environment.
• Strong attention to detail.
• Able to work well in a team.

Responsibilities

• Assist in administering, marketing and growing client relationships with Janney Financial Advisors.
• Help develop and maintain client relationships by organizing productivity-based campaigns.
• Perform operational responsibilities as needed.

Skills

Customer service

Communication

Initiative

Team player

Education

High School diploma

Licensing: Series 7/63/65/66

Tools

Microsoft Office

Job description

Janney Montgomery Scott LLC in Warwick, RI is seeking a Private Client Associate to support client relationships alongside our Financial Advisors. You will organize and implement productivity-based campaigns and assist with marketing and daily operations to grow the business.

Ideal candidates bring strong customer service, clear communication, and teamwork in a fast-paced environment. Janney offers a competitive benefits package and professional development opportunities.