Private Client Associate - Albany, NY
About The Position
The Private Client Associate plays an integral role in the success of a Janney branch. The associate works closely with Janney Financial Advisors to administer, market, and grow client relationships and enhance and grow the advisors’ businesses. The role includes developing and maintaining client relationships by organizing and implementing productivity-based campaigns, and may also include operational responsibilities. The position requires strong client service, communication, initiative, and relationship-building skills. The associate provides timely and accurate service to clients and prospective clients, follows up on time-sensitive issues with home office departments, prepares client correspondence in line with firm policies, uses firm technology to support efficient work, and alerts financial advisors or branch management to potential issues.
Requirements
- High school diploma.
- Excellent customer service skills.
- Proficiency in Word, Excel, PowerPoint, and Outlook.
- Ability to work effectively in a fast-paced, deadline-oriented environment.
- Strong attention to detail.
- Ability to work effectively as part of a team.
- High ethical standards.
- If unlicensed, ability to obtain the required licensing within twelve months of hire.
Nice To Haves
- Prior office experience is preferred but not required.
- Series 7, 63, and 65, or Series 66 licenses are preferred.
Responsibilities
- Assist in administering, marketing, and growing client relationships.
- Work closely with Financial Advisors to enhance and grow their businesses.
- Develop and maintain client relationships by organizing and implementing productivity-based campaigns.
- Provide telephone service to clients and potential clients, with prompt, accurate, and timely attention to detail.
- Follow up on time-sensitive issues with home office departments.
- Compose effective client correspondence in accordance with established policies and procedures.
- Use available technology and tools to support efficient time management and respond to advisor and client inquiries.
- Anticipate potential issues or problems and alert the respective Financial Advisor or Branch Management.
- Perform operational responsibilities as needed.
Benefits
- Paid parental leave.
- Generous paid time off.
- Eligibility for a $2,000 referral bonus.
- Employee ownership.
- Professional Development Assistance Plan.
- Health, dental, and medical coverage.
- Disability income protection.
- Life insurance.
- PTO/vacation and holidays.
- 401(k).
- Eligibility for an annual bonus or commissions, if applicable.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
