Client Service Associate (Unregistered)

About the role

Location: Virginia Beach, VA

Davenport is seeking a hard‑working, detail‑oriented, and business‑minded professional to join its Virginia Beach team. This full‑time, non‑exempt position will support a Financial Advisor in the office and serve as a back‑up to other Client Service Associates as necessary. The primary responsibility is to serve the needs of Financial Advisors with regards to servicing customers and fostering a positive relationship between clients and the firm.

Responsibilities

• Answer phones, file documents, and prepare correspondence.
• Submit client requests for checks, wires, transfers, and security registrations.
• Help clients understand their monthly statements and annual tax notices.
• Acquire cost basis information.
• Respond in a timely manner to operational notices.
• Assist with all forms of account paperwork.
• Maintain records and files as required by the Compliance department.
• Process mailings and arrange seminars.
• Work with internal service departments including Operations, Financial Services, and Research, among others.
• Cooperate 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.
• Extremely well‑organized, detail‑oriented, and accurate; 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 and record‑keeping ability.
• Ability to understand and adhere to industry rules and regulations.
• Professional demeanor.

Benefits

• Competitive salary range: $49,000 – $68,000.
• Safe harbor 401(k) contribution and profit‑sharing plan.
• Disability and life insurance.
• High‑deductible health plan with an HSA.
• Paid Time Off.
• Elective dental benefits.
• Wellness programs.
• Company‑sponsored volunteer opportunities during business hours.
• Potential incentive opportunities.

Pay

Base pay range is $49,000 – $68,000. Pay may vary depending on factors including prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.