Client Service Associate (Unregistered)

Davenport & Company LLC; Norfolk (VA); On-site; USD 49,000 - 68,000; 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

Dental benefits

Wellness programs

Volunteer opportunities

Job summary

Davenport & Company LLC is seeking a dedicated Client Service Associate to support Financial Advisors in our Norfolk office. This full-time, non-exempt position focuses on servicing clients and nurturing positive relationships throughout the firm.

Ideal candidates have banking or financial services backgrounds and excellent customer service skills. Responsibilities include handling client requests, paperwork, and coordination with internal teams to ensure accuracy and timeliness.

Qualifications

• College degree preferred and strong organizational skills.
• Excellent communication and customer service capabilities.
• Ability to multi-task and meet deadlines while maintaining accuracy.
• Willingness to learn and adopt new computer programs and processes.

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 as required by Compliance.
• Processing mailings and coordinating seminars.
• Working with internal service departments to support clients.

Education

College Degree preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Overview

Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Norfolk 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. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regard to servicing customers and fostering a positive relationship between clients and the firm.

CLIENT SERVICE ASSOCIATE (UNREGISTERED)

Location: Norfolk, VA

Hiring Range: $49,000 - $68,000

Overview

Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Norfolk 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. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regard to servicing customers and fostering a positive relationship between clients and the firm.

An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients.

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
• 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 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 and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

DAVENPORT IS AN 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.