Financial Services Client Associate

DAVENPORT & CO LLC; Virginia Beach (VA); On-site; USD 49,000 - 68,000; Full time

Benefits offered by this job

401(k) plan with profit sharing

Disability and life insurance

HDHP with HSA

Paid Time Off

Dental benefits

Job summary

Davenport & Company LLC in Virginia Beach is seeking a Client Service Associate (Unregistered) to support a Financial Advisor in a full-time, non-exempt role. The position focuses on servicing clients and maintaining positive relationships for the firm.

An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills. Proficiency with Microsoft Outlook, Word, and Excel is preferred. College degree is preferred.

Qualifications

• Bachelor's degree preferred; banking or financial services background strongly preferred.
• Excellent customer service and communication skills are essential.
• Highly organized, detail oriented, and able to multi-task to meet deadlines.

Responsibilities

• Answering phones, filing, and preparing correspondence
• Submitting client requests for checks, wires, transfers, and security registrations
• Helping clients understand their monthly statements and annual tax notices
• Acquiring cost basis
• Responding to operational notices in a timely manner
• Assisting with all forms of account paperwork
• Maintaining records and files as required by Compliance
• Processing mailings and arranging seminars
• Working with internal service departments such as Operations, Financial Services, and Research

Skills

Customer service

Communication skills

Attention to detail

Multi-tasking

Organizational skills

Team collaboration

Education

Bachelor's degree preferred

Banking/financial services experience

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Computer data systems

Job description

Davenport & Company LLC in Virginia Beach is seeking a Client Service Associate (Unregistered) to support a Financial Advisor in a full-time, non-exempt role. The position focuses on servicing clients and maintaining positive relationships for the firm.

An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills. Proficiency with Microsoft Outlook, Word, and Excel is preferred. College degree is preferred.