Private Client Associate - Grow Client Relationships

Janney Montgomery Scott LLC; Wyncote (Montgomery County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus ( $2,000 )

Employee Ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC is seeking a Registered Private Client Associate to support administering, marketing and growing client relationships alongside our Financial Advisors. You will help implement productivity-based campaigns and may perform operational duties as needed.

The role emphasizes strong client service, communication, and initiative in a fast-paced financial services environment with opportunities for professional development and growth.

Qualifications

• High School diploma required; Associate’s or Bachelor’s degree preferred.
• Prior office experience is helpful but not required.
• Series 7, 63 and 65, or 66 are required.
• Excellent customer service skills and proficiency with MS Office.

Responsibilities

• Assist in administering, marketing and growing client relationships with Janney Financial Advisors.
• Organize and implement productivity-based campaigns.
• Perform operational responsibilities as needed.

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

High School diploma

Associate/Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney Montgomery Scott LLC is seeking a Registered Private Client Associate to support administering, marketing and growing client relationships alongside our Financial Advisors. You will help implement productivity-based campaigns and may perform operational duties as needed.

The role emphasizes strong client service, communication, and initiative in a fast-paced financial services environment with opportunities for professional development and growth.