Client Support Representative

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 is one of the oldest employee-owned financial firms in the United States, which has thrived on a spirit of continuous improvement since 1863. Over the years Davenport has continuously attracted talented professionals of integrity with a wide range of experience and expertise who serve a broad base of individuals and families as well as municipalities, foundations, and institutions.

We are proud to foster a culture that has led us to be recognized as a best place to work year after year, and we’re always seeking competent, energetic individuals who share our passion for providing a high level of service that enhances the well-being of our clients, communities, and colleagues.

Davenport & Company LLC is an Equal Opportunity Employer

The Virginia Values Veterans (V3) Program is an official Commonwealth of Virginia, Department of Veterans Services Program. (c) 2014.

Open Positions

Position:Client Support Representative

Location: Richmond, VA

Job Id:411

# of Openings:1

CLIENT SUPPORT REPRESENTATIVE

Department: Client Services

Position Range: $50,000 - $67,000

OVERVIEW:

This full time, non-exempt position will primarily provide administrative, technical and sales support for the investment department including assignments to assist our internal and external clients.

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.

Our commitment to you is a meaningful partnership and thoughtfully crafted benefits package, some of the highlights which include:

Financial Future and Stability

• Our motto of Building Wealth Together not only applies to our clients, but also to our associates. Our retirement plan provides annual contributions of as much as 10% of eligible wages, without you contributing a penny.
• Free financial advice, with low or waived Advisor fees for personal accounts
• As an employee-owned firm, opportunity for equity ownership at certain levels
• An on-site Health Center for employees and household members, with free or minimal-cost services
• Choice in healthcare coverage with company HSA contributions
• Telehealth services for medical and mental health

Well-Being and Work/Life Integration

• Generous paid time off policy with no waiting period to use time
• Free Employee Assistance Program and other support services
• Disability and life insurance; maternity and paternity leave
• Schedule flexibility and early close every Friday
• Relaxed business dress code with business casual Fridays

Community and Corporate Responsibility

• Opportunities for involvement in volunteer efforts and giving back to the community through Davenport Shares.

Davenport is committed to developing a workplace that includes associates of diverse backgrounds in order to utilize their experiences and talents to achieve our business goals. Davenport believes that an environment rich in associates with varying experiences and backgrounds enhances the performance of our organization.

Davenport shows its commitment to a diverse workplace by:

We foster an inclusive workplace culture without regard to race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity, marital status, veteran’s status, pregnancy or childbirth related medical conditions, or any other non-merit fact.

We treat all applicants and employee associates equally which begins with recruitment and selection, and applies to compensation and benefits, professional development and training, transfers, social and volunteer programs and events, layoffs, and terminations.

Being an Industry Advocate

Davenport is a member of SIFMA’s Diversity & Inclusion Advisory Council, as well as a participant in the SIFMA Invest! program, which connects students at historically black colleges and universities and minority-serving institutions to career opportunities across capital markets.

Teaching the Next Generation

Davenport is a founding job-partner for the Cristo Rey Richmond High School by providing industry exposure, tuition and work experience to high school students from underserved communities. We are also an active partner to Junior Achievement of Central Virginia (JA) and support the educational programs offered through this organization.

Our paid Summer Internship Program offers opportunities for diverse students to gain work experience and exposure to our industry as a consideration for future careers.

As an employee owned firm, Davenport & Company and our more than 400 associates have been giving back to the communities in which we live and work over the course of our 160+ year history. Through our community outreach program, Davenport Shares , we areproud to support local charitable 501(c)3 organizations that provide life-enhancing services in our neighborhoods through volunteer time.

Firm Recognition

For several years, we have been honored to receive recognition for our commitment to clients and our colleagues by several publications throughout Virginia and North Carolina: