Private Client Associate - Midtown, NY

Janney • New York, NY

5d • $65,000 - $75,000

About The Position

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. What you are good at 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.

Requirements

• High School diploma
• Prior office experience preferred but not required
• 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
• Series 7, 63 and 65, or 66 licenses

Benefits

• Paid Parental Leave
• generous Paid Time Off
• eligibility for a $2,000 referral bonus
• Employee Ownership
• Professional Development Assistance Plan
• health, dental, medical coverage
• disability income protection
• life insurance
• PTO/vacation
• holidays
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees