Private Client Associate - Towson, MD jobs in United States
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Janney Montgomery Scott LLC · 18 hours ago

Private Client Associate - Towson, MD

positionTowson, MD
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$50K/yr - $70K/yr

Janney 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 administering, marketing, and growing client relationships while supporting Financial Advisors in enhancing their business.

BankingConsultingCrowdfundingFinancial ServicesLegal
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Work & Life Balance

Responsibilities

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
Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail
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
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

Qualification

Customer ServiceCommunicationComputer skillsMath skillsHigh ethical standardsTeamworkInitiative

Required

High School diploma
Excellent customer service skills
Computer skills in Word, Excel, PowerPoint and Outlook
Good math skills
Able to work effectively in a fast paced, deadline-oriented environment
Able to work effectively as part of a team
High ethical standards

Preferred

Prior office experience preferred but not required

Benefits

Health, dental, medical coverage
Disability income protection
Life insurance
PTO/vacation
Holidays
401(k)
Paid Parental Leave
Generous Paid Time Off
$2,000 referral bonus
Professional Development Assistance Plan

Company

Janney Montgomery Scott LLC

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Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.
dateFounded in 1832
location
Philadelphia, Pennsylvania, USA
people-size1001-5000 employees
web-link
http://www.janney.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2024-07-23Acquired

Leadership Team

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Peyton Wylie
Co-Founder of D.A.C. Investment Partners
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John Ciccarone
Chief Technology Officer
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Recent News

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2026-01-23
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2026-01-16
MarketScreener
KKR's Janney Montgomery Scott Enters Advanced Talks to Sell Financial Services Unit
2025-11-14
Company data provided by crunchbase