Client Service Associate — Financial Advisor Support

DAVENPORT & CO LLC; Norfolk (VA); On-site; USD 60,000 - 79,000; Full time

Benefits offered by this job

Safe harbor 401(k) contribution

Profit sharing plan

Disability and life insurance

High deductible health plan with an HS

Paid Time Off

Elective dental benefits

Wellness programs

Volunteer opportunities during buisnes

Job summary

Davenport & Company LLC is seeking a Registered Client Service Associate in Norfolk, VA. This full-time, non-exempt role supports a Financial Advisor and serves as a back-up to other Client Service Associates, delivering high levels of service to clients and maintaining strong relationships with the firm.

The ideal candidate will have a banking or financial services background, excellent customer service and communication skills, and FINRA licensing (SIE, Series 7, Series 63) or equivalent.

Qualifications

• College Degree preferred.
• Experience in financial services or banking strongly preferred.
• FINRA Licensing: SIE, Series 7, and Series 63 (or equivalent) required.
• Extremely well-organized, detail oriented and accurate; able to multi-task and meet deadlines.
• Highly motivated with excellent communication and customer service skills.

Responsibilities

• Answering phones, filing, and preparing correspondence.
• Submitting client requests for checks, wires, transfers, and security registrations.
• Helping clients 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.

Skills

Customer service

Communication skills

Detail orientation

Multi-tasking

Education

College Degree preferred

Tools

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

Davenport & Company LLC is seeking a Registered Client Service Associate in Norfolk, VA. This full-time, non-exempt role supports a Financial Advisor and serves as a back-up to other Client Service Associates, delivering high levels of service to clients and maintaining strong relationships with the firm.

The ideal candidate will have a banking or financial services background, excellent customer service and communication skills, and FINRA licensing (SIE, Series 7, Series 63) or equivalent.