Janney Montgomery Scott LLC · 1 week ago
Private Client Associate (Part-time) - Greenville, DE
Greenville, DE
Part-time
Onsite
New Grad, Entry LevelJanney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs. As a Private Client Associate, you will assist in growing client relationships and support Janney Financial Advisors in their business efforts.
BankingConsultingCrowdfundingFinancial ServicesLegal
Responsibilities
Assist in administering, marketing and growing client relationships
Work closely with Janney Financial Advisors to enhance and grow their business
Help develop and maintain client relationships by organizing and implementing productivity-based campaigns
Perform operational responsibilities as needed
Demonstrate the ability to build and foster strong client relationships through service
Provide excellent telephone service to clients and potential clients
Compose effective client correspondence in accordance with established policies and procedures
Proactively utilize available technology and tools to support efficient and effective time management
Assist FAs in organizing and implementing productivity-based campaigns
Assist with ongoing client experience, including events, seminars, mailing and gifts
Connect with others in a way that fosters trust and creates collaborative relationships
Anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary
Qualification
Required
High School diploma
Excellent customer service skills
Must be willing to work Fridays
In office position, no regular work from home
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 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
Benefits
Paid Parental Leave
Generous Paid Time Off
$2,000 referral bonus
Professional Development Assistance Plan
Company
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading wealth management 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
2026-01-23
2026-01-16
2025-11-14
Company data provided by crunchbase