Private Client Associate - Newtown, PA

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.

• Serve as the primary point of contact for clients, providing timely, professional, and courteous service.
• Build and maintain strong client relationships through consistent communication and follow‑up, answer incoming calls, respond to inquiries, and direct requests appropriately.
• Proactively utilize available technology and tools to support efficient time management; assist FAs in organizing and implementing productivity‑based campaigns; be knowledgeable of all firm technology necessary to provide quick responses to FA and client inquiries.
• Connect with others to foster trust and create collaborative relationships; anticipate potential issues and alert respective FA and/or Branch Management as necessary.

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Prior office experience preferred.
• Series 7, 63 and 65, or 66 preferred; if unlicensed, able to obtain licensing within twelve months from the 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).
• Ability to work collaboratively in a team environment.
• Ability to work 5 days a week in person.

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 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.

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Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.