Financial Services Client Support Specialist

Davenport & Company LLC; Fredericksburg (VA); On-site; USD 67,000 - 87,000; Full time

Benefits offered by this job

Safe harbor 401(k) contribution

Profit sharing plan

Disability and life insurance

Paid Time Off

Elective dental benefits

Job summary

Davenport & Company LLC is seeking a Registered Client Service Associate to join its Fredericksburg team. This role supports Financial Advisors while ensuring excellent service to clients.

The ideal candidate will have a degree, experience in financial services, and necessary FINRA Licenses. Responsibilities include managing client communications and paperwork, ensuring a positive relationship between clients and the firm.

The position offers a competitive salary and benefits, fostering a collegial work environment.

Qualifications

• College Degree preferred.
• Experience in financial services or banking strongly preferred.
• FINRA Licensing: SIE, Series 7, and Series 63 required.

Responsibilities

• 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.

Skills

Organization skills

Communication skills

Customer service skills

Detail-oriented

Education

College Degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Davenport & Company LLC is seeking a Registered Client Service Associate to join its Fredericksburg team. This role supports Financial Advisors while ensuring excellent service to clients.

The ideal candidate will have a degree, experience in financial services, and necessary FINRA Licenses. Responsibilities include managing client communications and paperwork, ensuring a positive relationship between clients and the firm.

The position offers a competitive salary and benefits, fostering a collegial work environment.