Client Service Associate (Unregistered)
About the role
The Client Service Associate (Unregistered) position at Davenport is a full-time, non-exempt role located in Richmond, VA. The hiring range is $52,000 - $72,000 annually.
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
- 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
Qualifications
- College degree preferred
- Experience in financial services or banking strongly preferred
- 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
- Professional demeanor
Skills
- Excellent customer service and communication skills
Benefits
- Competitive salary and excellent benefit program
- Safe harbor 401(k) contribution, profit sharing plan, disability and life insurance
- High deductible health plan with an HSA
- Paid Time Off and elective dental benefits
- Wellness programs and support for a friendly and collegial culture
- Company-sponsored volunteer opportunities during business hours
Pay
We offer a competitive salary and excellent benefit program, including a safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off and elective dental benefits. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
Schedule
This is a full-time, non-exempt position.
Benefits
We offer a competitive salary and excellent benefit program, including a safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off and elective dental benefits. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
Equal Opportunity Employer
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.