Client Services Associate, Financial Services

Davenport & Co.; Norfolk (VA); On-site; USD 60,000 - 79,000; Full time

Benefits offered by this job

401(k) plan

Disability and life insurance

Health plan with HDHP and HSA

Paid Time Off

Job summary

Davenport & Company LLC is seeking a Registered Client Service Associate to support a Financial Advisor in Norfolk, VA. This full-time, non-exempt role serves clients and helps maintain strong relationships, processing requests and ensuring accurate servicing of accounts.

The ideal candidate has banking or financial services experience, strong customer service, and FINRA licensing. The position emphasizes organization, multi-tasking, and effective communication within a collaborative team.

Qualifications

• College Degree preferred.
• Experience in financial services or banking strongly preferred.
• FINRA Licensing: SIE, Series 7, and Series 63 (or FINRA-recognized equivalent) required.
• 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.

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.

Skills

Customer service

Communication

Multi-tasking

Organized

Education

College Degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Davenport & Company LLC is seeking a Registered Client Service Associate to support a Financial Advisor in Norfolk, VA. This full-time, non-exempt role serves clients and helps maintain strong relationships, processing requests and ensuring accurate servicing of accounts.

The ideal candidate has banking or financial services experience, strong customer service, and FINRA licensing. The position emphasizes organization, multi-tasking, and effective communication within a collaborative team.