Client Service Associate at Davenport & Company LLC

Richmond, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Jun, 26

Salary

0.0

Posted On

02 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication Skills, Detail Oriented, Organizational Skills, Microsoft Outlook, Microsoft Word, Microsoft Excel, Bookkeeping, Record Keeping, Financial Services Knowledge, Multi-tasking, Compliance Knowledge, Team Collaboration, Problem Solving, Time Management, Client Relationship Management

Industry

Financial Services

Description

CLIENT SERVICE ASSOCIATE Location: Richmond, VA Department: Retail Sales OVERVIEW: Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Retail Sales team. This full-time, hourly position will either: 1) Support a dedicated team of advisors on a day-to-day basis, or; 2) Support multiple advisors/teams throughout the department based on where coverage is needed. As a Client Service Associate, your primary responsibility is to serve the needs of the financial advisors with regards to servicing customers and fostering a positive relationship between clients and the firm. You will be working on a team with an experienced Client Service Associate and may be required to serve as back up to other Client Services Associates as necessary. An ideal candidate will have knowledge or interest in the financial services industry, and excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients. RESPONSIBILITIES: Responsibilities of this position include, but are not limited to: * Submitting client requests for checks, wires, transfers, and security registrations * Helping clients to understand their monthly statements and annual tax notices * Answering phones, filing, and preparing correspondence * 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 QUALIFICATIONS: * College Degree and/or related industry experience * SIE, Series 7, and Series 66 Licensed, or must obtain within 2 years 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 SALARY & BENEFITS: We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high-deductible health plan with an HSA, an on-site Health Center, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours. DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Responsibilities

The Client Service Associate will support financial advisors by servicing customer needs and fostering positive client relationships. Responsibilities include submitting client requests, assisting with account paperwork, and maintaining compliance records.