Private Client Growth & Relationship Associate

Colonial Group; Brentwood (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus

Employee Ownership

Professional Development Assistance

Job summary

Janney in New York seeks a Registered Private Client Associate to support the growth of client relationships by coordinating with Financial Advisors and executing productivity-based campaigns. You will help administer client relationships, handle inquiries, and contribute to operational tasks as needed to keep the branch running smoothly and compliantly.

The role emphasizes strong service orientation, attention to detail, and teamwork in a fast-paced environment.

Qualifications

• High School diploma; Associate’s or Bachelor’s degree preferred.
• Series 7, 63 and 65, or 66 license is required or preferred.
• Proficient skills in Word, Excel, PowerPoint, and Outlook.

Responsibilities

• Assist in administering, marketing and growing client relationships, working closely with Janney Financial Advisors to enhance and grow their business.
• Organize and implement productivity-based campaigns to improve FA efficiency.
• Perform operational responsibilities as needed to support branch operations.

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

High School diploma; Associate’s or Bachelor’s degree preferred

Series 7/63/65/66 license

Tools

Microsoft Office Suite

Job description

Janney in New York seeks a Registered Private Client Associate to support the growth of client relationships by coordinating with Financial Advisors and executing productivity-based campaigns. You will help administer client relationships, handle inquiries, and contribute to operational tasks as needed to keep the branch running smoothly and compliantly.

The role emphasizes strong service orientation, attention to detail, and teamwork in a fast-paced environment.