Registered Private Client Associate: Grow Client Relationships

Colonial Group; Boca Raton (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus

Employee Ownership

Professional Development Assistance

Job summary

Janney is seeking a Registered Private Client Associate to support the growth and management of client relationships in the Boca Raton area. You will assist Financial Advisors in administering and marketing client activities, while coordinating productivity-based campaigns and providing reliable service to clients.

The role requires high ethical standards, solid computer skills (Word, Excel, PowerPoint, Outlook) and the ability to work in a fast-paced environment within a collaborative team.

Qualifications

• High School diploma; Associate’s or Bachelor’s degree preferred
• Prior office experience preferred but not required
• Series 7, 63 and 65, or 66
• Excellent customer service skills
• Proficient skills in Word, Excel, PowerPoint, and Outlook
• Able to work effectively in a fast paced, deadline-oriented environment
• Strong attention to detail
• Able to work effectively as part of a team
• High ethical standards

Responsibilities

• Assist Financial Advisors in administering, marketing and growing client relationships
• Organize and implement productivity-based campaigns
• Provide prompt, accurate client service via phone and correspondence
• Perform operational responsibilities as needed

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

High School diploma

Associate’s or Bachelor's degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney is seeking a Registered Private Client Associate to support the growth and management of client relationships in the Boca Raton area. You will assist Financial Advisors in administering and marketing client activities, while coordinating productivity-based campaigns and providing reliable service to clients.

The role requires high ethical standards, solid computer skills (Word, Excel, PowerPoint, Outlook) and the ability to work in a fast-paced environment within a collaborative team.