Financial Services Client Advocate | Flexible Hours & Growth

Davenport & Co.; Virginia Beach (VA); On-site; USD 49,000 - 68,000; Full time

Benefits offered by this job

401(k) with profit sharing

On‑site health center

Telehealth services

Paid time off

Dental benefits

Maternity and paternity leave

Early close Fridays

Job summary

Davenport & Company LLC seeks a Client Service Associate (Unregistered) in Virginia Beach, VA to support a Financial Advisor and back up other associates. The role emphasizes servicing clients, maintaining records, and handling day‑to‑day client requests with accuracy.

The ideal candidate has a financial services background, excellent communication skills, and the ability to multitask while meeting deadlines. On‑site work includes a comprehensive benefits package and opportunities for growth.

Qualifications

• College degree preferred.
• Experience in financial services or banking strongly preferred.
• Extremely well‑organized, detail oriented and accurate; must be able to multi‑task and meet deadlines.
• Highly motivated with excellent communication and customer service skills.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Ability to learn and master computer programs that house customer data.
• Basic bookkeeping skills and record keeping ability.
• Ability to understand and adhere to industry rules and regulations.

Responsibilities

• Answer phones, file, and prepare correspondence.
• Submit client requests for checks, wires, transfers, and security registrations.
• Help clients understand monthly statements and annual tax notices.
• Acquire cost basis.
• Respond promptly to operational notices.
• Assist with all forms of account paperwork.
• Maintain records and files as required by the Compliance department.
• Process mailings and arrange seminars.
• Work with internal service departments including Operations, Financial Services, and Research, among others.
• Cooperate with co‑workers to cover various needs as they arise in the sales area.

Skills

Customer service

Communication

Detail oriented

Multi-tasking

Education

College degree preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Davenport & Company LLC seeks a Client Service Associate (Unregistered) in Virginia Beach, VA to support a Financial Advisor and back up other associates. The role emphasizes servicing clients, maintaining records, and handling day‑to‑day client requests with accuracy.

The ideal candidate has a financial services background, excellent communication skills, and the ability to multitask while meeting deadlines. On‑site work includes a comprehensive benefits package and opportunities for growth.