Client Service Associate (Unregistered)

About the role

Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its Williamsburg 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. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regard to servicing customers and fostering a positive relationship between clients and the firm. An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients.

Responsibilities

• Answering and managing the main office line for the Team
• Submitting client requests for checks, wires, transfers, and security registrations
• Responding on a timely basis to operational notices
• Assisting with all forms of account paperwork
• Maintaining records and files as required by the Team and the Compliance department, including CRM updates
• Processing mailings and arranging seminars
• Working with internal service departments including Operations, Financial Services, and Research, among others
• Collaborate with co-workers to cover various needs as they arise in the branch
• Managing the team calendar, scheduling appointments, confirmations, and client review preparation

Qualifications

• College Degree preferred
• Experience in financial services or banking strongly preferred
• FINRA Licensing: 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

Pay

Position Range: $49,000 – $68,000. We offer a competitive salary; pay may vary depending on factors including demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

• safe harbor 401(k) contribution
• profit sharing plan
• disability and life insurance
• high-deductible health plan with an HSA
• Paid Time Off
• elective dental benefits
• wellness programs
• friendly and collegial culture
• company sponsored volunteer opportunities during business hours