Private Client Associate - Spartanburg, SC

Janney Montgomery Scott LLC; Spartanburg (SC); On-site; USD 21,000 - 28,000; Part time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus

Employee Ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott in Spartanburg is seeking a part-time Private Client Associate to serve as the first point of contact for clients and guests in our office. You will welcome visitors, route calls, coordinate appointments, and support Financial Advisors.

This role offers exposure to wealth management and requires professionalism, organization, and a client-focused approach. The schedule is approximately 25 hours per week with office-based presence in the Spartanburg branch.

Qualifications

• High school diploma required; college education preferred but not required.
• Experience in customer service, hospitality, reception, banking, financial services, or a professional office environment preferred.
• Excellent interpersonal and customer service skills.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Outlook, Word, and other common office applications.

Responsibilities

• Greet clients and visitors and assist them upon arrival.
• Answer and appropriately route incoming telephone calls.
• Coordinate client appointments and conference room schedules.
• Help prepare meeting rooms and client-facing areas.
• Maintain a professional, organized, and welcoming reception area.
• Assist clients with general questions and connect them with the appropriate Financial Advisor or team member.
• Provide general administrative support to Financial Advisors and Private Client Associates.
• Assist with basic client service requests and follow-up items within the responsibilities of an unregistered employee.
• Work collaboratively with other branch staff to ensure client needs are addressed promptly and professionally.

Skills

Customer service

Interpersonal communication

Organizational skills

Professional demeanor

Multitasking

Education

High school diploma

Tools

Microsoft Outlook

Microsoft Word

Job description

Janney Montgomery Scott is seeking a part-time Private Client Associate to join our Spartanburg office. This position will serve an important front-of-house role for the branch and will often be the first person our clients and guests interact with when calling or visiting the office.

We are looking for someone who is professional, welcoming, organized, and genuinely enjoys helping people. The ideal candidate will take ownership of the reception area and day-to-day administrative needs of the office while also providing general support to our Financial Advisors and Private Client Associates.

This is an excellent opportunity for someone interested in gaining exposure to the wealth management industry while working in a professional, client-focused environment.

What You'll Do

Create an Exceptional First Impression

As the primary front-of-house presence for the branch, you will help create a welcoming and professional experience for clients, prospects, and visitors.

• Greet clients and visitors and assist them upon arrival
• Answer and appropriately route incoming telephone calls
• Coordinate client appointments and conference room schedules
• Help prepare meeting rooms and client-facing areas
• Maintain a professional, organized, and welcoming reception area
• Assist clients with general questions and connect them with the appropriate Financial Advisor or team member

Support the Daily Operations of the Branch

You will help keep the office organized and running smoothly by assisting with a variety of administrative and operational responsibilities.

• Receive, sort, and distribute incoming mail and deliveries
• Assist with outgoing mail, overnight packages, and general correspondence
• Scan, organize, and maintain documents in accordance with firm procedures
• Assist with branch supplies and general office organization
• Help coordinate client events, meetings, and branch activities
• Provide general administrative support to Financial Advisors and Private Client Associates
• Assist with basic client service requests and follow-up items within the responsibilities of an unregistered employee
• Work collaboratively with other branch staff to ensure client needs are addressed promptly and professionally

Learn the Wealth Management Business

This role provides an opportunity to learn about Janney, our clients, and the wealth management industry while working alongside experienced Financial Advisors and support professionals.

Janney will support the employee in preparing for and obtaining the Securities Industry Essentials (SIE) examination.

Schedule

This is a part-time position of approximately 25 hours per week. The position is office-based in our Spartanburg branch. The specific weekly schedule will be established based on branch coverage and business needs.

What Makes You a Great Fit

• You enjoy interacting with people and providing excellent service
• You present yourself professionally and create a positive first impression
• You are dependable, organized, and detail-oriented
• You communicate clearly and professionally by phone, email, and in person
• You are comfortable balancing several responsibilities throughout the day
• You take initiative and look for ways to help the team
• You are comfortable learning new technology and office systems
• You enjoy working collaboratively in a team environment
• You have an interest in learning more about financial services and wealth management

Qualifications

• High school diploma required; college education preferred but not required
• Previous experience in customer service, hospitality, reception, banking, financial services, or a professional office environment preferred
• Excellent interpersonal and customer service skills
• Strong organizational skills and attention to detail
• Proficiency with Microsoft Outlook, Word, and other common office applications
• Ability to maintain confidentiality and exercise sound judgment
• Ability to work effectively in a professional, client-focused environment
• High ethical standards

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Attracting, hiring, and retaining diverse talent is a priority for the firm. We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.