Private Client Associate - Warwick, RI

Responsibilities

• 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, 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.

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

Benefits

• 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.
• Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.