Client Support Representative

Location: Richmond, VA

Department: Client Services

Overview

This full time, non-exempt position will primarily provide administrative, technical and sales support for the investment department including assignments to assist our internal and external clients.

Responsibilities

• Answering phones on a client service desk
• Providing backup on the reception desk
• Helping clients to understand and log in to their Davenport Online accounts
• Assisting with all forms of account paperwork
• Following compliance policies and industry regulations
• Processing mail merges
• Working with internal service departments including Operations, New Accounts, Portfolio Services, Financial Services, and Research, among others
• Assisting Financial Advisors with Client Reports, Salesforce, Quote Screen Support, Research Reports, and other items as needed
• Travel may be required on occasion

Qualifications

• College degree and/or related industry experience
• Series 7 and 66 licenses must be obtained within 1 year of date of hire
• Highly motivated with positive and professional demeanor
• Excellent communication and customer service skills
• Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
• Proficiency in Microsoft Outlook, Word, and Excel
• Flexibility to perform a variety of tasks as business needs change within the department
• Ability to learn and master computer programs that house customer data
• Ability to understand and adhere to industry rules and regulations
• Basic bookkeeping skills and record keeping ability

Salary & Benefits

Position range: $50,000 - $67,000. We offer a competitive salary and excellent benefit program, including 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. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours. 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.