Financial Services Client Support Specialist

Davenport & Company LLC; Richmond (VA); On-site; USD 63,000 - 83,000; Full time

Job summary

Davenport & Company LLC in Richmond, VA is seeking a dedicated Registered Client Service Associate to support a Financial Advisor, serving clients and backing up other associates. This full‑time, non‑exempt role focuses on service quality and relationship building within a collaborative team.

An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills.

Qualifications

• College Degree preferred
• Experience in financial services or banking strongly preferred
• FINRA Licensing: SIE, Series 7, and Series 63 (or FINRA-recognized equivalent) required
• 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

• 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

Skills

Customer service

Communication

Financial services experience

Detail oriented

Multi-tasking

Education

College Degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Davenport & Company LLC in Richmond, VA is seeking a dedicated Registered Client Service Associate to support a Financial Advisor, serving clients and backing up other associates. This full‑time, non‑exempt role focuses on service quality and relationship building within a collaborative team.

An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills.