Private Client Associate - Newtown, PA

Private Client Associate - Newtown, PA Req #12383 Newtown, PA 18940, USA Apply Share Job Description Posted Friday, May 22, 2026 at 12:00 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. 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.

What you are good at:

Customer Service - Serve as a primary point of contact for clients, providing timely, professional, and courteous service; assist with account-related inquiries, account maintenance, transfers, and distributions while helping ensure a seamless client experience. Communication - Build and maintain strong client relationships through proactive communication and follow-up; answer incoming calls, respond to inquiries, assist with client meeting preparation, and help clients navigate online account access tools and firm resources. Initiative - Proactively utilize available technology and tools to support efficient and effective workflow management; assist advisors with account administration, portfolio updates, planning preparation, and internal coordination; maintain accurate records and ensure timely processing of client requests. Building Relationships - Connect with others in a way that fosters trust and collaborative relationships; partner closely with advisors and team members to support business operations and client initiatives; anticipate potential issues and contribute to effective problem-solving in a team-oriented environment.

Requirements:

Bachelor's degree in Finance, Business, Economics, International Business, Marketing, or a related field preferred Prior office, administrative, client service, or financial services experience preferred Series 7, 63 and 65, or 66 preferred, or if unlicensed, ability to obtain licensing within twelve months from date of hire 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) Analytical and detail-oriented approach to problem-solving Ability to work collaboratively in a team environment Ability to work 5 days a week in person 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. Fostering a positive workplace experience remains a top priority. We've earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. 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. Job Details Pay Type Hourly Scan this QR code and apply! Download Newtown, PA 18940, USA