Client Service Associate (Unregistered)

Davenport & Company LLC•Fredericksburg, VA

3h•$54,000 - $76,000•Onsite

About The Position

Davenport is seeking a hard-working, detail-oriented, business-minded professional to join its Fredericksburg team as a Client Service Associate. This full-time, non-exempt position supports a Financial Advisor in the office and serves as a back-up to other Client Service Associates as needed. The primary responsibility is to serve Financial Advisors’ client-service needs and foster positive relationships between clients and the firm. The ideal candidate has a banking or financial services background, excellent customer service and communication skills, and a commitment to serving internal and external clients. The role involves handling client requests and account paperwork, maintaining records, supporting office operations, and coordinating with internal service departments. The position offers a base pay range of $54,000–$76,000, with pay potentially varying based on prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Requirements

Be extremely well-organized, detail-oriented, and accurate; able to multitask and meet deadlines.
Be highly motivated and have excellent communication and customer service skills.
Be proficient in Microsoft Outlook, Word, and Excel.
Be able to learn and master computer programs that house customer data.
Have basic bookkeeping skills and record-keeping ability.
Be able to understand and adhere to industry rules and regulations.
Maintain a professional demeanor.
Obtain the SIE, Series 7, and Series 63 licenses, or FINRA-recognized equivalents, within two years.

Nice To Haves

College degree preferred.
Experience in financial services or banking strongly preferred.

Responsibilities

Answer phones, file, and prepare correspondence.
Submit client requests for checks, wires, transfers, and security registrations.
Help clients understand monthly statements and annual tax notices.
Acquire cost basis.
Respond to operational notices in a timely manner.
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.
Cooperate with co-workers to cover various needs as they arise in the sales area.