Private Client Associate - Newtown, PA

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, a leading full-service financial services firm, is seeking a Private Client Associate to join our team in Newtown/Yardley PA. As part of our commitment to providing advice beyond investments, we focus on building a diverse workforce that empowers our employees to thrive both professionally and personally.

In this pivotal role, you will support a highly regarded team of Financial Advisors (FAs) by providing exceptional customer service, managing client relationships, and contributing to our marketing campaigns. You will help grow the team by implementing productivity-based initiatives, scheduling appointments, handling administrative tasks, and assisting with operational responsibilities.

What you are good at:

• Customer Service: Demonstrate the ability to build strong client relationships and manage time-sensitive issues with attention to detail.
• Communication: Provide top-tier service over the phone and in writing, ensuring that client correspondence is professional, clear, and timely.
• Initiative & Technology: You must be proactive in using technology and tools to manage tasks efficiently. This includes being comfortable with new technologies and staying up-to-date with current programs.
• Attention to Detail: Strong organizational skills, ensuring that client information is accurately tracked and that deadlines are consistently met.
• Team Player: Ability to collaborate with both the Financial Advisors and administrative team, contributing to a positive and productive work environment.
• Marketing & Administrative Support: Experience in managing campaigns, submissions, and approvals, as well as supporting marketing functions is essential. Experience in mass emails, client outreach, and calendar management is a plus.

Responsibilities:

• Customer Service & Relationship Management
  Build and nurture strong client relationships through excellent service. You’ll be among the first point of contact for clients, ensuring timely follow-ups and addressing any issues that arise with home office departments.
• Administrative Support
  Provide critical administrative support to the team, including:
• Answering phones and managing client inquiries.
• Scheduling appointments and coordinating calendars.
• Managing birthday emails and client communications.
• Marketing Campaigns & Client Outreach
  Assist in the development and execution of marketing campaigns, including working on marketing submissions, client approvals, and mass email distribution. Your role will involve actively contributing to increasing the team’s visibility and driving client engagement.
• Proficiency in Technology & CRM
  Utilize the Microsoft Office Suite and other relevant software platforms to streamline processes and enhance productivity. You will work extensively with:
• Microsoft Word, Excel, PowerPoint, OneNote
• CRM/ACT/Salesforce (or similar CRM systems)

Requirements:

• High school diploma required.
• Prior office experience required.
• Experience with Microsoft Office Suite (Word, Excel, PowerPoint, OneNote) required.
• Familiarity with CRM systems (ACT, Salesforce, or similar) is strongly preferred.
• Must be able to handle a fast-paced, deadline-driven environment.
• Ability to obtain Series 7, 63, and 65 (or 66) within 12 months of hire is preferred, but not required at time of hire.
• Strong attention to detail and ability to work independently.

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 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. Attracting, hiring, and retaining diverse talent is a priority for the firm.  We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds. 

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.