Financial Services Client Support Specialist

DAVENPORT & CO LLC; Kilmarnock (VA); On-site; USD 46,000 - 65,000; Full time

Benefits offered by this job

Safe harbor 401(k) contribution

Profit sharing plan

Disability and life insurance

High deductible health plan with an Hs

Paid time off

Elective dental benefits

Job summary

Davenport & Company LLC is seeking a Client Service Associate (Unregistered) in Kilmarnock, VA to support Financial Advisors and back-up teammates. The role emphasizes serving client needs and maintaining positive relationships while handling account paperwork, statements, and compliance tasks.

The ideal candidate has a banking or financial services background, strong customer service, and a willingness to obtain FINRA licenses within two years. College degree preferred.

Qualifications

• Banking or financial services experience preferred.
• FINRA Licensing: Must obtain the SIE, Series 7, and Series 66 within 2 years.
• Strong customer service and communication skills.
• Excellent organization and multi-tasking abilities.

Responsibilities

• Answering phones, filing, and preparing correspondence.
• Submitting client requests for checks, wires, transfers, and security registrations.
• Helping clients understand monthly statements and tax notices.
• Maintaining records and files as required by Compliance.

Skills

Banking/financial services background

Customer service skills

Excellent communication

Microsoft Outlook/Word/Excel

Detail oriented

Ability to learn company systems

Education

College degree preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Davenport & Company LLC is seeking a Client Service Associate (Unregistered) in Kilmarnock, VA to support Financial Advisors and back-up teammates. The role emphasizes serving client needs and maintaining positive relationships while handling account paperwork, statements, and compliance tasks.

The ideal candidate has a banking or financial services background, strong customer service, and a willingness to obtain FINRA licenses within two years. College degree preferred.