Private Client Associate — Growth & Client Service

Janney Montgomery Scott LLC; New Castle (PA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid Parental Leave

Employee ownership

Generous Paid Time Off

Professional Development Assistance Plan

Job summary

A financial services firm located in Pennsylvania is seeking a Private Client Associate to assist in building and managing client relationships. The role includes supporting Janney Financial Advisors, organizing productivity campaigns, and performing operational tasks. Applicants should have a high school diploma, excellent customer service skills, and proficiency in software tools like Word and Excel. Benefits include paid parental leave, generous time off, and a referral bonus, ensuring a supportive work environment.

Qualifications

• 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.
• 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.

Responsibilities

• Assist in administering, marketing, and growing client relationships.
• Work closely with Janney Financial Advisors to enhance their business.
• Help develop and maintain client relationships through campaigns.
• Perform operational responsibilities as needed.

Skills

Customer Service

Communication

Initiative

Building Relationships

Education

High School diploma

Tools

Word

Excel

PowerPoint

Outlook

Job description

A financial services firm located in Pennsylvania is seeking a Private Client Associate to assist in building and managing client relationships. The role includes supporting Janney Financial Advisors, organizing productivity campaigns, and performing operational tasks. Applicants should have a high school diploma, excellent customer service skills, and proficiency in software tools like Word and Excel. Benefits include paid parental leave, generous time off, and a referral bonus, ensuring a supportive work environment.