Financial Client Services Associate: Advisor Support

Davenport & Company LLC; Fredericksburg (VA); On-site; USD 54,000 - 76,000; Full time

Benefits offered by this job

401(k) contribution

Profit sharing plan

Disability insurance

Life insurance

Paid time off

Elective dental benefits

Wellness programs

Job summary

Davenport & Company LLC in Fredericksburg is looking for a Client Service Associate to support Financial Advisors and help foster a positive client relationship. The successful candidate will handle tasks such as answering calls, submitting requests, and assisting clients with account paperwork.

Candidates should have a college degree, preferably experience in financial services, strong organizational skills, and proficiency in Microsoft Office. This full-time role offers a competitive salary and benefits including a 401(k) contribution.

Qualifications

• Experience in financial services or banking strongly preferred.
• Must obtain the SIE, Series 7, and Series 63 (or equivalent) within 2 years.
• Ability to understand and adhere to industry rules and regulations.

Responsibilities

• Answer phones, file, and prepare correspondence.
• Submit client requests for checks, wires, and transfers.
• Help clients understand their monthly statements.

Skills

Excellent communication skills

Customer service skills

Proficiency in Microsoft Outlook

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Detail-oriented

Time management

Education

College Degree preferred

Job description

Davenport & Company LLC in Fredericksburg is looking for a Client Service Associate to support Financial Advisors and help foster a positive client relationship. The successful candidate will handle tasks such as answering calls, submitting requests, and assisting clients with account paperwork.

Candidates should have a college degree, preferably experience in financial services, strong organizational skills, and proficiency in Microsoft Office. This full-time role offers a competitive salary and benefits including a 401(k) contribution.