Private Client Associate - Albany, NY

Janney•Albany, NY

About The Position

As a Private Client Associate, you will play an integral role in the success of the Janney branch. You will assist in administering, marketing, and growing client relationships while working closely with 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 also be asked to perform operational responsibilities. Janney is an award-winning, full-service financial services firm committed to understanding clients’ needs and providing advice beyond investments. The firm is committed to building a diverse workforce and inclusive culture where employees can thrive and grow professionally, and to fostering a positive workplace experience. Compensation consists of a base salary, with eligibility for an annual bonus or commissions if applicable, and eligibility to participate in benefits offered to full-time employees. The salary range is $50,000 to $75,000; total compensation is based on experience, skills, credentials, and geographical location.

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 from the date of hire.

Nice To Haves

Prior office experience is preferred but not required.
Series 7, 63, and 65 licenses, or Series 66, are preferred.

Responsibilities

Assist in administering, marketing, and growing client relationships.
Work closely with Financial Advisors to enhance and grow their business.
Develop and maintain client relationships by organizing and implementing productivity-based campaigns.
Provide timely follow-up on time-sensitive issues with home office departments.
Provide telephone service to clients and potential clients, attending promptly and accurately to details.
Compose client correspondence in accordance with established policies and procedures.
Use available technology and tools to support effective time management and respond to Financial Advisor and client inquiries.
Anticipate potential issues or problems and alert the respective Financial Advisor or Branch Management as necessary.
Perform operational responsibilities as requested.