About this role
Senior Registered Private Client Associate - Garden City, NY at Janney. Location: Garden City, New York, United States. Role: managing relationships, supporting advisors, implementing campaigns Requirements: High school diploma required (associate or bachelor preferred), 5+ years as a Registered Private Client Associate, Series 7 and 63 and 65 or 66, proficient in Microsoft Office, strong customer service and communication skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook Certifications: series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English