Registered Private Client Associate - Glastonbury, CT

Registered Private Client Associate - Glastonbury, CT

Janney Montgomery Scott LLC invites applications for the Registered Private Client Associate role at its Glastonbury, CT office.

Janney is an award‑winning full‑service financial services firm committed to understanding our clients’ needs and providing advice beyond investments. We equally prioritize building a diverse workforce and inclusive culture where employees can use their talents to thrive.

As a Registered Private Client Associate you will be integral to the success of the 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 and may be asked to perform operational responsibilities.

• 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.

• 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 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.

Janney offers a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and a Professional Development Assistance Plan designed to help you make the most of your life at work and at home.

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