Client Support Representative

Davenport Engineering, Inc.; Richmond (VA); On-site; USD 55,000 - 75,000; Full time

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

Skills

Communication skills

Customer service

Motivation/professionalism

Organized/Detail-oriented

Multi-tasking

Regulatory compliance awareness

Bookkeeping basics

Education

College degree or related experience

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

RESPONSIBILITIES:

Responsibilities include, but are not limited to:

• 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

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

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.