OVERVIEW

Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Durham Wealth Management team. This full-time, hourly position will support several financial advisors and act as a backup to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility is to assist the financial advisors with regards to servicing customers and fostering a positive relationship between clients and the firm.
An ideal candidate will have a banking or financial industry background, with excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients.

QUALIFICATIONS

• College Degree preferred
• Experience in financial services or banking strongly preferred
• SIE, Series 7 and 63 Licensed, or must obtain within 1 year from date of hire
• Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
• Highly motivated with excellent communication and customer service skills
• Proficiency in Microsoft Outlook, Word, and Excel
• Ability to learn and master computer programs that house customer data
• Basic bookkeeping skills and record keeping ability
• Ability to understand and adhere to industry rules and regulations
• Professional demeanor

Responsibilities of this position include, but are not limited to:

• Answering phones, filing, and preparing correspondence
• Submitting client requests for checks, wires, transfers, and security registrations
• Helping clients to understand their monthly statements and annual tax notices
• Acquiring cost basis
• Responding on a timely basis to operational notices
• Assisting with all forms of account paperwork
• Maintaining records and files as required by the Compliance department
• Processing mailings and arranging seminars
• Working with internal service departments including Operations, Financial Services, and Research, among others
• Cooperating with co-workers to cover various needs as they arise in the sales area