Private Client Associate - Midtown, NY

Janney Montgomery Scott LLC•New York, NY

6d•$65,000 - $75,000

About The Position

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 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. You will be part of the Apollo Group at Janney Montgomery Scott—a collaborative and growing team of 11 professionals known for its personalized approach to financial planning and strong, team-oriented culture. Associates are viewed as key contributors, with opportunities to build meaningful relationships, gain exposure to the full client lifecycle, and grow within a mentorship-driven environment. This is an excellent opportunity to join a high-performing team and build a long-term career in wealth management.

Requirements

High School diploma
Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
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

Nice To Haves

Prior office experience preferred but not required

Responsibilities

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 alert respective FA and/or Branch Management as necessary.