Janney Montgomery Scott LLC

Registered Private Client Associate - Hauppauge, NY

Janney Montgomery Scott LLC$75K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High School diploma; Associate's or Bachelor's degree preferred
  • Prior office experience preferred
  • Series 7, 63 and 65, or 66 certifications
  • Excellent customer service skills
  • Proficient in Word, Excel, PowerPoint, and Outlook
  • Strong attention to detail
  • Ability to work in a fast-paced, deadline-oriented environment
  • High ethical standards

Responsibilities

  • Assist in administering and growing client relationships with Financial Advisors
  • Organize and implement productivity-based marketing campaigns
  • Provide excellent telephone service to clients and prospects
  • Compose effective client correspondence according to policies
  • Utilize technology to support efficient time management
  • Anticipate potential issues and communicate to Branch Management as needed
  • Perform operational responsibilities as required

Benefits

  • Paid Parental Leave
  • Generous Paid Time Off
  • Eligibility for a $2,000 referral bonus
  • Employee Ownership opportunities
  • Professional Development Assistance Plan
  • Comprehensive health, dental, and medical coverage
  • Disability income protection and life insurance
  • 401(k) plan with company benefits
Full Job Description
As a RegisteredPrivate 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.

What you have
Requirements:
  • High School diploma; Associate's or Bachelor's degree preferred
  • Prior office experience preferred but not required
  • 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

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $75,000 to $90,000 Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

About Janney Montgomery Scott LLC

Janney Montgomery Scott LLC is a full-service financial services firm that provides investment banking and brokerage services to individual and institutional investors. The company offers a range of services including wealth management, investment advisory, corporate finance, and fixed income trading. Janney Montgomery Scott LLC was founded in 1832 and is headquartered in Philadelphia, Pennsylvania. The company has over 1,800 employees and operates in over 100 locations across the United States.
Learn more about Janney Montgomery Scott LLC
Size
1,800 employees
Industry
Founded
1832

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