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25 Davenport Jobs Hiring Near You

Davenport

Client Service Associate

Fredericksburg, VA · On-site

$14.25 - $19.75/hr

Client Service Associate Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its Fredericksburg team. This full-time, non-exempt position will support a ...

Davenport

Client Service Associate

Farmville, VA

$13.75 - $18.75/hr

Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its Farmville team. This full-time, non-exempt position will support a Financial Advisor in the office ...

Davenport

Public Finance Analyst

Atlanta, GA · On-site

Davenport is seeking a Public Finance Analyst to join our Atlanta, GA office. The Atlanta Public Finance office provides financial advisory services to cities, counties, public authorities and ...

Davenport

Client Support Representative

Richmond, VA · Remote

$16.25 - $21.50/hr

Helping clients to understand and log in to their Davenport Online accounts * Assisting with all forms of account paperwork * Following compliance policies and industry regulations * Processing mail ...

Davenport

Client Service Associate

Richmond, VA

$14.25 - $19.75/hr

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 ...

Davenport & Company

Client Service Associate

Richmond, VA

$14.50 - $19.75/hr

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 ...

Davenport & Company

Client Support Representative

Richmond, VA · Remote

$16.25 - $21.50/hr

Helping clients to understand and log in to their Davenport Online accounts * Assisting with all forms of account paperwork * Following compliance policies and industry regulations * Processing mail ...

Davenport & Company LLC

Client Service Associate

Richmond, VA · On-site

$14.25 - $19.75/hr

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 ...

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Client Service Associate

Client Service Associate

Davenport

Fredericksburg, VA • On-site

$14.25 - $19.75/hr

Other

Medical, Dental, Life, Retirement, PTO

Posted 11 days ago

Job description

Client Service Associate

Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its Fredericksburg 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.

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

Qualifications include, but are not limited to:

  • College Degree preferred
  • Experience in financial services or banking strongly preferred
  • SIE, Series 7, and Series 66 Licensed, or must obtain within 6 months 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, 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.

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