Senior Registered Private Client Associate - Garden City, NY

Janney•Garden City, NY

10d•$75,000 - $90,000

About The Position

As a Senior Registered Private Client Associate, you will play an integral role in the success of a Janney branch. You will assist in administering, marketing, and growing client relationships, 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. The role emphasizes customer service, communication, initiative, and relationship building. The associate provides timely, accurate service to clients and prospective clients, handles correspondence in accordance with firm policies and procedures, uses firm technology and tools to support efficient work, assists FAs with campaigns, and anticipates and escalates potential issues to the appropriate FA or Branch Management. Janney describes itself as an award-winning full-service financial services firm focused on understanding clients’ needs and providing advice beyond investments. The firm emphasizes a diverse and inclusive culture, employee development, and a positive workplace experience. The salary range is $75,000 to $90,000, with potential annual bonus or commissions if applicable. Total compensation is based on experience, skills, credentials, and geographic location.

Requirements

High school diploma.
At least five years of experience as a Registered Private Client Associate.
Series 7, 63, and 65, or 66 licenses.
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.

Nice To Haves

Associate’s or Bachelor’s degree preferred.

Responsibilities

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