Financial Services Client Support Specialist

Davenport & Company LLC; Williamsburg (VA); On-site; USD 60,000 - 79,000; Full time

Job summary

Davenport & Company LLC in Williamsburg, VA seeks a diligent Client Service Associate to support Financial Advisors and serve as a back-up to other CSAs. This full-time, non-exempt role focuses on servicing clients and maintaining strong relationships with internal and external stakeholders.

An ideal candidate has banking or financial services experience, strong customer service, and FINRA licensing or equivalent. Proficiency with MS Office is required.

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.
• Ability to learn and master computer programs that house customer data.

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

Excellent communication and customer

Customer service skills

Education

College Degree preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Davenport & Company LLC in Williamsburg, VA seeks a diligent Client Service Associate to support Financial Advisors and serve as a back-up to other CSAs. This full-time, non-exempt role focuses on servicing clients and maintaining strong relationships with internal and external stakeholders.

An ideal candidate has banking or financial services experience, strong customer service, and FINRA licensing or equivalent. Proficiency with MS Office is required.