Client Service Associate – Financial Advisory Support

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

Benefits offered by this job

401(k) plan with profit sharing

Health plan with HSA

Paid time off

Dental benefits

Wellness programs

Volunteer opportunities

Job summary

Davenport & Company LLC in Williamsburg, VA seeks a Registered Client Service Associate to support Financial Advisors and assist clients with daily banking and investment servicing. This full-time, non-exempt role requires strong customer service and organization, with licensing responsibilities as part of the position.

The ideal candidate has a banking/financial services background and excellent communication skills.

Qualifications

• College Degree preferred.
• Experience in financial services or banking strongly preferred.
• FINRA Licensing: SIE, Series 7, and Series 63 (or equivalent) required.
• Excellent customer service and communication skills.
• Proficiency in Microsoft Outlook, Word, and Excel.

Responsibilities

• Answering phones, filing, and preparing correspondence.
• Submitting client requests for checks, wires, transfers, and security registrations.
• Helping clients understand monthly statements and tax notices.
• Maintaining records and files per Compliance.
• Cooperating with internal service departments to support sales area.

Skills

FINRA Licensing

Customer service

Communication

Outlook

Excel

Education

College degree preferred

Tools

Outlook

Word

Excel

Job description

Davenport & Company LLC in Williamsburg, VA seeks a Registered Client Service Associate to support Financial Advisors and assist clients with daily banking and investment servicing. This full-time, non-exempt role requires strong customer service and organization, with licensing responsibilities as part of the position.

The ideal candidate has a banking/financial services background and excellent communication skills.