Private Client Associate - Castle, PA

Private Client Associate - New Castle, PA

Janney Montgomery Scott LLC, 101 Nesbitt Road, New Castle, Pennsylvania, United States of America

Posted Monday, April 6, 2026 at 4:00 AM

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 also be asked to perform operational responsibilities.

• 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:

• 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
• 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

Janney believes that its employees are the key to what makes a great company. We offer a competitive package including Paid Parental Leave, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus, and a 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.