Registered Private Client Associate - Hauppauge, NY

About the role

As a Registered Private Client Associate at Janney, you will play an integral role in the success of the Janney branch. You will assist in administering, marketing, and growing client relationships, working closely with our Janney Financial Advisors ("FAs") to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.

Responsibilities

• Demonstrating the ability to build and foster strong client relationships through service
• Able to follow up on time sensitive issues with all home office departments
• Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail
• Able to compose effective client correspondence in accordance with established policies and procedures
• Proactively utilizing available technology and tools to support efficient and effective time management
• Able to assist FAs in organizing and implementing productivity-based campaigns
• Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries
• Connecting with others in a way that fosters trust and creates collaborative relationships
• Able to anticipate potential issues and/or problems and alert respective FA and/or 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 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

Benefits

Benefits: Janney offers a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan. The salary range for this position will be $75,000 to $90,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

Pay

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable), as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k).

Schedule

Janney offers a flexible schedule to accommodate the needs of our employees.