Private Client Relationship & Campaigns Associate

Janney-Montgomery-Scott-LLC; Warwick (RI); On-site; USD 50,000 - 85,000; Full time

Job summary

Janney-Montgomery-Scott-LLC is seeking a Private Client Associate in Warwick, RI to assist in administering, marketing and growing client relationships alongside Janney Financial Advisors. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns, with possible operational responsibilities.

The role emphasizes customer service, strong communication, initiative, and teamwork to foster trust and efficiency in a fast-paced financial services

Qualifications

• High School diploma is required.
• Strong customer service skills.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Ability to work in a fast-paced, deadline-oriented environment.

Responsibilities

• Assist in administering, marketing and growing client relationships, working closely with Janney Financial Advisors to enhance and grow their business.
• May be asked to perform operational responsibilities as well.

Skills

Customer service

Communication

Initiative

Building relationships

Education

High School diploma

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney-Montgomery-Scott-LLC is seeking a Private Client Associate in Warwick, RI to assist in administering, marketing and growing client relationships alongside Janney Financial Advisors. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns, with possible operational responsibilities.

The role emphasizes customer service, strong communication, initiative, and teamwork to foster trust and efficiency in a fast-paced financial services