Private Client Associate - Garden City, NY

About the role

As a Registered Private Client Associate at Janney, you will play a crucial role in supporting the success of the Janney branch. Your responsibilities will involve assisting in the administration, marketing, and growth of client relationships, collaborating closely with Janney Financial Advisors to enhance their business. You will also be responsible for developing and maintaining client relationships by organizing and implementing productivity-based campaigns.

Responsibilities

• Build and foster strong client relationships through exceptional service
• Avoid delays in responding to clients and potential clients by providing prompt, accurate, and timely attention to details
• Proactively utilize available technology and tools to manage time efficiently and effectively, assisting Financial Advisors in organizing and implementing productivity-based campaigns
• Stay informed about all firm technologies necessary to respond quickly to Financial Advisors and clients' inquiries
• Connect with others in a manner that builds trust and fosters collaborative relationships
• Anticipate potential issues or problems and alert relevant Financial Advisors and Branch Management as necessary

Requirements

• High school diploma; associate's or bachelor's degree preferred
• Prior office experience preferred but not required
• Series 7, 63, 65, or 66 certification
• Excellent customer service skills
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
• Ability to work effectively in a fast-paced, deadline-driven environment
• Strong attention to detail
• Ability to work collaboratively as part of a team
• High ethical standards

Benefits

• Paid parental leave
• Generous paid time off
• Eligibility for a $2,000 referral bonus
• Employee ownership
• Professional development assistance plan

Pay

The salary range for this position is $50,000 to $70,000, with eligibility for an annual bonus/commissions if applicable. Eligibility for all company benefits, including health, dental, medical coverage, disability income protection, life insurance, vacation, holidays, and a 401(k), is contingent upon full-time status.

Schedule

Full-time schedule is typically 40 hours per week.