Senior Private Client Associate — Client Growth & Service

OSTTRA Group; Washington (District of Columbia); On-site; USD 60,000 - 80,000; Full time

Job summary

Janney Montgomery Scott in Washington, DC is seeking a detail-oriented Administrative/Private Client Associate to support Financial Advisors with client services and marketing initiatives. You will educate new clients and help introduce services under guidance of the Branch Manager, with independence in daily tasks.

Qualifications include a 5+ year RPC experience, Series 7/63/65 or 66, and strong communication and computer skills. A competitive base salary and full-time benefits are offered.

Qualifications

• High School Diploma or equivalent; Associate or Bachelor’s degree preferred.
• 5+ years’ experience as a Registered Private Client Associate.
• Series 7, 63 and 65, or 66.
• Excellent customer service skills.
• Strong computer skills: Word, Excel, PowerPoint & Outlook.

Responsibilities

• Provide administrative, client and marketing support to Financial Advisors.
• Develop and maintain effective client relationships for advisories.
• Comply with firm rules and regulations and stay informed of client suitability.

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 Montgomery Scott in Washington, DC is seeking a detail-oriented Administrative/Private Client Associate to support Financial Advisors with client services and marketing initiatives. You will educate new clients and help introduce services under guidance of the Branch Manager, with independence in daily tasks.

Qualifications include a 5+ year RPC experience, Series 7/63/65 or 66, and strong communication and computer skills. A competitive base salary and full-time benefits are offered.