Client Service Associate (Unregistered)

Davenport & Co.•Fredericksburg, VA

17d•Onsite

About The Position

Davenport is seeking a hard-working, detail-oriented, business-minded professional to join its Fredericksburg team. This full-time, non-exempt position supports a Financial Advisor in the office and serves as backup to other Client Service Associates as needed. The primary responsibility is to support Financial Advisors in servicing customers and fostering positive relationships between clients and the firm. A background in banking or financial services, along with excellent customer service and communication skills, is preferred.

Requirements

College degree preferred.
Experience in financial services or banking strongly preferred.
Must obtain the SIE, Series 7, and Series 63, or a FINRA-recognized equivalent, within two years.
Extremely well-organized, detail-oriented, and accurate, with the ability to multitask 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.

Nice To Haves

College degree.
Experience in financial services or banking.

Responsibilities

Answer phones, file documents, 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 promptly to operational notices.
Assist with 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 needs in the sales area as they arise.