Registered Private Client Associate - Saratoga, NY
About The Position
As a Registered 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, working closely with our 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 be asked to perform operational responsibilities as well. 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
- Series 7, 63 and 65, or 66
- 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
- Associate’s or Bachelor’s degree preferred
- Prior office experience preferred but not required
Responsibilities
- Assist in administering, marketing and growing client relationships
- Work closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business
- Help develop and maintain client relationships by organizing and implementing productivity-based campaigns
- Perform operational responsibilities
- Build and foster strong client relationships through service
- Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail
- Compose effective client correspondence in accordance with established policies and procedures
- Proactively utilize available technology and tools to support efficient and effective time management
- Assist FAs in organizing and implementing productivity-based campaigns
- Provide quick responses to FA and client inquiries
- Anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary
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)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
