Davenport & Company LLC · 2 weeks ago
Client Service Associate
Williamsburg, VA
Contract
Onsite
New Grad, Entry LevelDavenport & Company LLC is seeking a hard-working, detail oriented, and business-minded professional to join its Williamsburg Retail Sales team. The Client Service Associate will support a team of financial advisors, serving the needs of clients and fostering positive relationships between clients and the firm.
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
Providing administrative support for annuity business
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
Required
College Degree and/or related industry experience
Series 7 and 66 (or Series 7, 63 & 65) 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, Teams, 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
Experience with Salesforce is preferred but not required
Benefits
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
Elective dental and vision benefits
Wellness programs
Company sponsored volunteer opportunities during business hours
Company
Davenport & Company LLC
Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.
Founded in 1863
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Lee Chapman
President & CEO
Will Hershey
Chief Financial Officer, Managing Director
Company data provided by crunchbase