Private Client Associate - New Castle, PA

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

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.

Private Client Associate

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 help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.

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 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.

Requirements

• High School diploma.
• 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.
• 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.

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, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus 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.

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