Private Client Associate - Newtown, PA
About The Position
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. Janney Montgomery Scott LLC is seeking a Private Client Associate to provide client service and administrative support to The Gormley Furlong Wealth Advisory Group. This role supports client relationships, account administration, and internal coordination to help deliver a high-quality client experience in a fast-paced, in-office environment.
Requirements
- Bachelor’s degree in Finance, Business, Economics, or a related field
- Prior office experience and client service experience required
- Strong client service orientation with professional verbal and written communication skills
- Excellent organizational skills, attention to detail, and ability to manage multiple priorities
- Proficiency with Microsoft Office and CRM systems (e.g., Salesforce, ACT)
- Ability to work collaboratively in a team environment
- Ability to work 5 days a week in person
Nice To Haves
- Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
Responsibilities
- Serve as a primary point of contact for clients, providing timely, professional, and courteous service
- Build and maintain strong client relationships through consistent communication and follow-up, answer incoming calls, respond to inquiries, and direct requests appropriately
- Proactively utilizing available technology and tools to support efficient and effective time management
- Assist FAs in organizing and implementing productivity-based campaigns
- Utilize firm technology necessary to provide quick responses to FA and client inquiries
- Connect with others in a way that fosters trust and creates collaborative relationships
- Anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary
Benefits
- Paid Parental Leave
- generous Paid Time Off
- eligibility for a $2,000 referral bonus
- Professional Development Assistance Plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
