Janney Montgomery Scott LLC · 1 day ago
Private Client Associate
Timonium, MD
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $70K/yrJanney Montgomery Scott LLC is a full-service financial services firm dedicated to delivering advice beyond investments. The Private Client Associate will play an integral role in managing and expanding client relationships while ensuring exceptional client experiences and supporting financial advisors in business development campaigns.
BankingConsultingCrowdfundingFinancial ServicesLegal
Responsibilities
Build and foster strong client relationships by providing prompt, professional, and thoughtful service
Proactively follow up on time-sensitive issues with clients and home office departments
Deliver outstanding telephone and written communication
Compose professional correspondence and ensure accuracy, clarity, and timeliness in all client interactions
Use available tools and technology to manage time effectively and support FAs in driving business results
Organize and execute productivity-based campaigns and respond quickly to FA and client needs in accordance with firm policies
Create trust and collaboration through strong interpersonal skills
Anticipate issues or concerns and alert FAs or branch management when appropriate
Qualification
Required
High school diploma required; college degree preferred
Excellent client service and organizational skills
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Strong attention to detail and ability to work in a fast-paced, deadline-driven environment
Team-oriented mindset with high ethical standards
Preferred
Prior office or financial services experience preferred
Licenses: Series 7, 63, and 65 (or 66) preferred — or ability to obtain within 12 months of hire
Benefits
Employee Ownership through our unique structure
Paid Parental Leave and generous Paid Time Off
Professional Development Assistance to support your career growth
$2,000 Employee Referral Bonus eligibility
Health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k)
Company
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading wealth management and investment banking firm dedicated to putting client needs first.
Founded in 1832
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2024-07-23Acquired
Leadership Team
Peyton Wylie
Co-Founder of D.A.C. Investment Partners
John Ciccarone
Chief Technology Officer
Recent News
2025-11-14
Company data provided by crunchbase