Private Client Growth & Campaigns Associate

Clear Destination Inc.; Fairfield, Northern (CT, KY); Hybrid; USD 50,000 - 80,000; Full time

Job summary

Janney is seeking a Private Client Associate to support the growth of client relationships and marketing efforts in coordination with Janney Financial Advisors. You will help organize productivity campaigns and may handle operational tasks to improve branch efficiency.

The role requires strong customer service, communication skills, and the ability to work well in a team-driven environment with high ethical standards.

Qualifications

• High School diploma is required or preferred.
• Prior office experience is helpful but not required.
• Proficiency with Word, Excel, PowerPoint, and Outlook is expected.
• Excellent customer service skills are essential.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Strong attention to detail and teamwork.

Responsibilities

• Assist in administering, marketing and growing client relationships with Janney Financial Advisors.
• Organize and implement productivity-based campaigns as directed by FAs and Branch Management.
• Perform operational responsibilities as needed to support the branch.

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

High School diploma

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney is seeking a Private Client Associate to support the growth of client relationships and marketing efforts in coordination with Janney Financial Advisors. You will help organize productivity campaigns and may handle operational tasks to improve branch efficiency.

The role requires strong customer service, communication skills, and the ability to work well in a team-driven environment with high ethical standards.