Private Client Associate - Valley Forge, PA – Janney Montgomery Scott LLC – Jobs in Valley Forge, PA | OpenJobs AI

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Private Client Associate - Valley Forge, PA

Janney Montgomery Scott LLC

a day ago

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OnsiteFull-timeEntry

Summary

Janney Montgomery Scott LLC is seeking a Private Client Associate to join their team in Valley Forge, PA. The role involves assisting in administering, marketing, and growing client relationships while working closely with Janney Financial Advisors.

About the Role

As a Private Client Associate, you will play an integral role in the success of the Janney branch. Your responsibilities will include developing and maintaining client relationships, organizing and implementing productivity-based campaigns, and performing operational tasks as needed. You will demonstrate strong customer service skills, effective communication, and the ability to build collaborative relationships.

About You

Required:

High School diploma
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

Preferred:

Prior office experience
Series 7, 63 and 65, or 66 preferred or able to obtain licensing within twelve months from date of hire

Benefits

Paid Parental Leave
Generous Paid Time Off
Eligibility for a $2,000 referral bonus
Professional Development Assistance Plan

Janney Montgomery Scott LLC

Janney Montgomery Scott LLC is a leading wealth management and investment banking firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help pursue their personal or business goals. You’ll find the size of our firm and the experience of our professionals make us approachable, accessible, and accountable. With a commitment to meeting client needs and a culture of service and collaboration, we consistently strive to deliver on our mission of offering the highest standard of success in financial relationships. Janney is a member of the New York Stock Exchange, Financial Industry Regulatory Authority, and the Securities Investor Protection Corporation.

Valley Forge, PA