Private Wealth Associate - Client Services & Planning

OSTTRA Group; Hingham (MA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Mentorship

Bonus potential

Comprehensive benefits package

Employee Ownership program

Paid Parental Leave

Paid Time Off

Job summary

Janney Montgomery Scott LLC is seeking a client-service professional to support Financial Advisors in managing multigenerational families, business owners, executives, and nonprofit organizations, with exposure to financial planning, portfolio strategy, wealth transfer, and complex client relationships.

This role blends high-touch service with operational execution, coordinating onboarding, client communications, and meeting follow-ups while leveraging firm technology to boost workflows and

Qualifications

• Pass SIE, Series 7 and Series 66
• Strong client-service instincts and a client-first mindset
• Exceptional client service and relationship-building skills
• Clear and effective communication, both verbal and written
• Strong organizational skills and ability to manage competing priorities

Responsibilities

• Support Financial Advisors in managing and developing relationships with multigenerational families, business owners, executives, and nonprofit organizations
• Prepare financial planning analyses, client meeting materials, account documentation, and follow-up items
• Coordinate onboarding and ongoing service of new and existing client relationships
• Assist with implementation of portfolio strategies and wealth planning initiatives
• Take ownership of client service requests and ensure timely, accurate follow-through
• Manage client communications, scheduling, and proactive follow-up
• Utilize firm technology to improve workflows, organization, and responsiveness
• Provide professional and thoughtful telephone and written communication
• Collaborate with advisors and team members to maintain high client-service standards

Skills

Client service

Attention to detail

Verbal and written communication

Organizational skills

Team collaboration

Education

SIE

Series 7

Series 66

Job description

Janney Montgomery Scott LLC is seeking a client-service professional to support Financial Advisors in managing multigenerational families, business owners, executives, and nonprofit organizations, with exposure to financial planning, portfolio strategy, wealth transfer, and complex client relationships.

This role blends high-touch service with operational execution, coordinating onboarding, client communications, and meeting follow-ups while leveraging firm technology to boost workflows and