Client Service Associate jobs in United States
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Davenport & Company LLC · 1 day ago

Client Service Associate

positionRoanoke, VA
timeContract
remoteOnsite
seniorityNew Grad, Entry Level

Davenport & Company LLC is seeking a hard-working and detail-oriented professional to join its Roanoke Retail Sales team as a Client Service Associate. The role primarily involves supporting Financial Advisors in servicing customers and fostering positive client relationships.

Financial Services

Responsibilities

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

Qualification

Financial services experienceSeries 766 LicensedMicrosoft OutlookMicrosoft WordMicrosoft ExcelCustomer service skillsProfessional demeanorCommunication skillsDetail oriented

Required

Series 7 and 66 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

Preferred

College Degree preferred
Experience in financial services or banking strongly preferred

Benefits

Safe harbor 401(k) contribution
Profit sharing plan
Disability and life insurance
High deductible health plan with an HSA
Paid Time Off
Elective dental benefits
Wellness programs
Company sponsored volunteer opportunities during business hours

Company

Davenport & Company LLC

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Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.
dateFounded in 1863
location
Richmond, VA, US
people-size501-1000 employees
web-link
http://www.investdavenport.com

Funding

Current Stage
Late Stage

Leadership Team

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Lee Chapman
President & CEO
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Will Hershey
Chief Financial Officer, Managing Director
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Company data provided by crunchbase