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Financial Client Services Associate – Advisor Support

Job in Williamsburg, James City County, Virginia, 23187, USA
Listing for: Davenport & Company LLC
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm in Williamsburg, Virginia, seeks a Client Service Associate to support financial advisors and foster client relationships. Responsibilities include answering calls, filing, processing requests, and assisting clients with their accounts. Ideal candidates are detail-oriented and possess strong communication skills. A competitive salary and comprehensive benefits package is offered, including a 401(k), insurance, and wellness programs.
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Position Requirements
10+ Years work experience
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