Registered Private Client Associate - Midtown, NY

About the role

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. As a Registered Private Client Associate, you will play an integral role in supporting Financial Advisors while delivering a high-quality, relationship-driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning. This is an excellent opportunity to join a high-performing team and build a long-term career in wealth management.

Skills

• Customer Service – 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
• Communication – 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
• Initiative - 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.
• Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and