Private Client Associate - Hunt Valley, MD

Janney; Cockeysville (MD); On-site; USD 60,000 - 80,000; Full time

Job summary

Janney Montgomery Scott LLC in Hunt Valley, MD is seeking a Private Client Associate to support client relationships and growth alongside our Financial Advisors. You will handle client-related operations, including opening new accounts, money movement, transfers, and updating information.

The role emphasizes customer service, communication, and initiative within a fast-paced environment and offers a base salary with potential annual bonus.

Qualifications

• Prior office experience preferred but not required.
• Series 7, 63 and 65, or 66 preferred or licensing obtainable within twelve months.
• Proficient in Word, Excel, PowerPoint and Outlook.
• Able to work in a fast-paced, deadline-oriented environment with attention to detail.

Responsibilities

• Open new accounts and process money movement transactions.
• Facilitate account transfers and update account information.
• Assist Financial Advisors to grow client relationships and business.

Skills

Customer Service

Communication

Initiative

Building Relationships

Tools

Word

Excel

PowerPoint

Outlook

Job description

Private Client Associate - Hunt Valley, MD

Janney Montgomery Scott LLC, 40 Wight Ave, Hunt Valley, Maryland, United States of America

Job Description

Posted Monday, July 6, 2026 at 4:00 AM

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

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 be responsible for all client related operational activities. These include such items as opening new accounts, processing money movement transactions, facilitating account transfers and updating account information.

What you are good at:

• 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
• 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.

What you have:
Requirements:

• 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
• 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

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will$60,000 to $80,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

Why work for us?

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 award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

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

Janney Montgomery Scott LLC, 40 Wight Ave, Hunt Valley, Maryland, United States of America