Client Service Associate

Davenport & Company is one of the oldest employee-owned financial firms in the United States, which has thrived on a spirit of continuous improvement since 1863. Over the years Davenport has continuously attracted talented professionals of integrity with a wide range of experience and expertise who serve a broad base of individuals and families as well as municipalities, foundations, and institutions.

We are proud to foster a culture that has led us to be recognized as a best place to work year after year, and we’re always seeking competent, energetic individuals who share our passion for providing a high level of service that enhances the well‑being of our clients, communities, and colleagues.

Davenport & Company LLC is an Equal Opportunity Employer

The Virginia Values Veterans (V3) Program is an official Commonwealth of Virginia, Department of Veterans Services Program. (c) 2014.

Position: Client Service Associate

Location: Williamsburg, VA

Job : 380

# of Openings: 1

CLIENT SERVICE ASSOCIATE

Location:
Williamsburg, VA

Davenport is seeking a hard‑working, detail oriented, and business‑minded professional to join its Williamsburg Retail Sales team. This full‑time, hourly position will support a team of financial advisors 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 the 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.

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
• Providing administrative support for annuity business
• 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

• College Degree and/or related industry experience
• Series 7 and 66 (or Series 7, 63 & 65) 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, Teams, Word, and Excel
• Experience with Salesforce is preferred but not required
• 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

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 and vision 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.

Our commitment to you is a meaningful…