Financial Services Client Service Associate

Davenport & Company LLC; Fredericksburg (VA); Sur place; USD 54 000 - 76 000; Plein temps

Avantages offerts par ce poste

Safe harbor 401(k) contribution

Profit sharing plan

Disability and life insurance

High deductible health plan with an H<

Paid Time Off

Elective dental benefits

Wellness programs

Résumé du poste

Davenport & Company LLC in Fredericksburg, VA is seeking a Client Service Associate (Unregistered) to support a Financial Advisor and serve clients. This full-time, non-exempt role focuses on servicing customers and maintaining strong client relations.

Ideal candidate has banking/financial services background, excellent customer service and communication skills, and is highly organized. FINRA licensing will be pursued within 2 years; MS Outlook/Word/Excel skills required.

Qualifications

• College Degree preferred.
• Experience in financial services or banking strongly preferred.
• FINRA Licensing: Must obtain the SIE, Series 7, and Series 63 (or FINRA-recognized equivalent) within 2 years.
• 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.

Responsabilités

• Answering phones, filing, and preparing correspondence.
• Submitting client requests for checks, wires, transfers, and security registrations.
• Helping clients to understand their monthly statements and annual tax notices.
• Acquiring cost basis
• Responding on a timely basis to operational notices.
• Assisting with all forms of account paperwork.
• Maintaining records and files as required by the Compliance department.
• Processing mailings and arranging seminars.
• Working with internal service departments including Operations, Financial Services, and Research, among others.
• Cooperating with co-workers to cover various needs as they arise in the sales area.

Connaissances

Customer service

Communication skills

Detail oriented

Organized

Multi-tasking

Microsoft Outlook

Microsoft Word

Microsoft Excel

Formation

College Degree preferred

Outils

Outlook/Office suite

Description du poste

Davenport & Company LLC in Fredericksburg, VA is seeking a Client Service Associate (Unregistered) to support a Financial Advisor and serve clients. This full-time, non-exempt role focuses on servicing customers and maintaining strong client relations.

Ideal candidate has banking/financial services background, excellent customer service and communication skills, and is highly organized. FINRA licensing will be pursued within 2 years; MS Outlook/Word/Excel skills required.