Client Success & Accounts Specialist

Davenport Engineering, Inc.

Richmond (VA)

On-site

USD 55,000 - 75,000

Full time

4 days ago

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Job summary

Davenport & Company LLC seeks a detail‑oriented administrative professional to support client services in Richmond, VA. Responsibilities include front desk backup, guiding clients to Davenport Online accounts, and handling account paperwork with accuracy.

The role interacts with Operations, New Accounts, Portfolio Services, Financial Services, and Research, assisting advisors with client reports, Salesforce, and research materials. Occasional travel may be required as part of the role.

Qualifications

College degree or related industry experience.
Series 7 and 66 licenses must be obtained within 1 year of hire.
Excellent communication and customer service skills.
Highly motivated, organized, detail oriented and able to multi-task.
Proficiency with Microsoft Outlook, Word, and Excel.
Ability to learn and adhere to industry regulations.
Basic bookkeeping and record-keeping abilities.

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