Client Services Specialist | Equity Eligible

Davenport & Company LLC; Richmond (VA); On-site; USD 50,000 - 67,000; Full time

Benefits offered by this job

401(k) plan

Profit sharing

Disability and life insurance

Health plan with HSA

Paid Time Off

Dental benefits

Wellness programs

Volunteer opportunities

Job summary

Davenport & Company LLC in Richmond, VA is seeking a Client Support Representative to provide administrative, technical and sales support for the investment department. This full-time role includes assisting clients, processing account paperwork and ensuring compliance with industry regulations.

Qualifications include a college degree (or relevant experience) and the ability to learn internal systems; Series 7 and 66 licenses must be obtained within 12 months.

Qualifications

• College degree and/or related industry experience
• Series 7 and 66 licenses must be obtained within 1 year of date of hire
• Highly motivated with positive and professional demeanor
• Excellent communication and customer service skills
• Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
• Proficiency in Microsoft Outlook, Word, and Excel
• Flexibility to perform a variety of tasks as business needs change within the department
• Ability to learn and master computer programs that house customer data
• Ability to understand and adhere to industry rules and regulations
• Basic bookkeeping skills and record keeping ability

Responsibilities

• Providing backup on the reception desk
• Helping clients to understand and log in to their Davenport Online accounts
• Assisting with all forms of account paperwork
• Following compliance policies and industry regulations
• Working with internal service departments including Operations, New Accounts, Portfolio Services, Financial Services, and Research, among others
• Assisting Financial Advisors with Client Reports, Salesforce, Quote Screen Support, Research Reports, and other items as needed
• Travel may be required on occasion

Skills

Customer service

Communication

Multitasking

Microsoft Outlook

Microsoft Word

Microsoft Excel

Detail oriented

Organization

Learn new software

Education

College degree

Series 7 license within 1 year

Series 66 license within 1 year

Tools

Salesforce

Job description

Davenport & Company LLC in Richmond, VA is seeking a Client Support Representative to provide administrative, technical and sales support for the investment department. This full-time role includes assisting clients, processing account paperwork and ensuring compliance with industry regulations.

Qualifications include a college degree (or relevant experience) and the ability to learn internal systems; Series 7 and 66 licenses must be obtained within 12 months.