Location: Marion,VA, USA
CLIENT SERVICE ASSOCIATE
Location: Marion, VA
OVERVIEW:
Davenport is seeking a hard-working, detail oriented, and business minded professional to join its Retail Sales team. This full-time, hourly position will either: 1) Support a dedicated team of advisors on a day-to-day basis, or; 2) Support multiple advisors/teams throughout the department based on where coverage is needed. As a Client Service Associate, your primary responsibility is to serve the needs of the financial advisors with regards to servicing customers and fostering a positive relationship between clients and the firm. You may be required to serve as back up to other Client Services Associates as necessary.
An ideal candidate will have knowledge or interest in the financial services industry, and excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients.
RESPONSIBILITIES:
Responsibilities of this position include, but are not limited to:
* 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
QUALIFICATIONS:
* College Degree and/or related industry experience
* Series 7 and 66 Licensed, or must obtain within 2 years 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
SALARY & 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, an on-site Health Center, 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.
DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.