Private Client Growth & Relations Associate

OSTTRA Group; City of Albany (NY); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

Eligibility for a $2,000 referralbonus

Employee Ownership

Professional Development Assistance

Job summary

Janney is seeking a Private Client Associate in Albany, NY to assist in administering, marketing and growing client relationships, working closely with Janney Financial Advisors to expand business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns, and you may be asked to perform operational responsibilities as well.

You will be responsible for delivering excellent customer service, collaborating with teams, and supporting

Qualifications

• High School diploma or equivalent.
• Experience is preferred but not required.
• Ability to obtain licensing within 12 months if needed.

Responsibilities

• Support administration and client relationship growth with Financial Advisors.
• Help organize and run productivity-based campaigns.
• Assist with operational tasks as needed.
• Provide timely client correspondence and service.

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 in Albany, NY to assist in administering, marketing and growing client relationships, working closely with Janney Financial Advisors to expand business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns, and you may be asked to perform operational responsibilities as well.

You will be responsible for delivering excellent customer service, collaborating with teams, and supporting