Client Service Associate (Unregistered)

Davenport & Co.; Fredericksburg (VA); On-site; USD 54,000 - 76,000; Full time

Benefits offered by this job

401(k) contribution

Profit-sharing plan

Disability and life insurance

Paid time off

Wellness programs

Job summary

Davenport & Co. is seeking a Client Service Associate (Unregistered) to join their Fredericksburg team. This full-time role supports a Financial Advisor and involves handling client requests, maintaining records, and helping clients with their statements. Candidates should have a degree and experience in finance or banking.

The position offers a competitive salary ranging from $54,000 to $76,000 and is eligible for various benefits, including 401(k), health plans, and paid time off.

Qualifications

• Must obtain SIE, Series 7, and Series 63 within 2 years.
• Detail-oriented and accurate.
• Professional demeanor required.

Responsibilities

• Answering phones and preparing correspondence.
• Submitting client requests for checks and transfers.
• Helping clients understand monthly statements.
• Maintaining records and files.
• Cooperating with co‑workers in the sales area.

Skills

Organizational skills

Customer service skills

Communication skills

Proficiency in Microsoft Outlook, Word, and Excel

Ability to multi-task

Education

College degree preferred

Experience in financial services or banking

Job description

Position

Client Service Associate (Unregistered)

Location

Fredericksburg, VA

Job ID

393

Hiring Range

$54,000 - $76,000

OVERVIEW

Davenport is seeking a hard‑working, detail‑oriented, and business‑minded professional to join its Fredericksburg team. This full‑time, non‑exempt position will support a Financial Advisor in the office and serve as a back‑up to other Client Service Associates as necessary. The primary responsibility is to serve the needs of Financial Advisors with regards to servicing customers and fostering a positive relationship between clients and the firm.

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

QUALIFICATIONS

• College degree preferred
• Experience in financial services or banking strongly preferred
• FINRA licensing: Must obtain the SIE, Series 7, and Series 63 (or FINRA‑recognized equivalent) within 2 years
• 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 an excellent benefit program, including 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, and company‑sponsored volunteer opportunities during business hours. Employees may also be eligible for incentive opportunities.

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.