Client Service Associate

Davenport & Co. • Roanoke, VA

3d

About The Position

Davenport is seeking a hard-working, detail oriented, and business minded professional to join its Roanoke Retail Sales 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 regards 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.

Requirements

• College Degree preferred
• Experience in financial services or banking strongly preferred
• Series 7 and 66 Licensed, or must obtain within 1 year from date of hire
• 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

Responsibilities

• Answering phones, filing, and preparing correspondence
• Submitting client requests for checks, wires, transfers, and security registrations
• Helping clients to understand their monthly statements and annual tax notices
• Acquiring cost basis
• Responding on a timely basis to operational notices
• Assisting with all forms of account paperwork
• Maintaining records and files as required by the Compliance department
• Processing mailings and arranging seminars
• Working with internal service departments including Operations, Financial Services, and Research, among others
• Cooperating with co-workers to cover various needs as they arise in the sales area

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees