Registered Client Service Associate

Position

Job Title: Registered Client Service Associate

Location: Fredericksburg, VA

Job : 394

Hiring Range: $67,000 – $87,000

Davenport is seeking a hard‑working, detail oriented, business‑minded professional to support a Financial Advisor and act as a back‑up to other Client Service Associates as needed. The role involves serving the needs of Financial Advisors, managing customer service tasks, and fostering positive relationships between clients and the firm.

• Answer phones, file, and prepare correspondence
• Submit client requests for checks, wires, transfers, and security registrations
• Help clients understand monthly statements and annual tax notices
• Acquire cost basis
• Respond in a timely manner to operational notices
• Assist with all forms of account paperwork
• Maintain records and files as required by the Compliance department
• Process mailings and arrange seminars
• Work with internal service departments including Operations, Financial Services, and Research
• Cooperate with co‑workers to cover various needs as they arise in the sales area

• College degree preferred
• Experience in financial services or banking strongly preferred
• FINRA licensing: SIE, Series 7, and Series 63 (or equivalent) required
• Extremely well‑organized, detail oriented, and accurate; must manage multiple priorities 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 and record‑keeping ability
• Understanding of and adherence to industry rules and regulations

Base salary range for this position is $67,000 – $87,000. Pay may vary based on experience, performance, and other factors. Employees may also be eligible for incentive opportunities.

• Safe harbor 401(k) contribution and profit sharing plan
• Disability and life insurance
• High deductible health plan with an HSA
• Paid time off and elective dental benefits
• Wellness programs, volunteer opportunities, and a friendly culture
• Equity ownership opportunity at certain levels
• On‑site health center and telehealth services
• Generous paid time off policy with no waiting period
• Early close every Friday and business‑casual Fridays

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 any other protected characteristic.