Client Support Representative

Client Support Representative

Location:

Richmond, VA

Department:
Client Services

This full-time, non-exempt position primarily provides administrative, technical, and sales support for the investment department, assisting both internal and external clients.

• Answering phones on a client service desk
• Providing backup at the reception desk
• Helping clients understand and log in to their Davenport Online accounts
• Assisting with all forms of account paperwork
• Following compliance policies and industry regulations
• Processing mail merges
• Working with internal service departments such as Operations, New Accounts, Portfolio Services, Financial Services, and Research
• Assisting financial advisors with client reports, Salesforce, quote screen support, research reports, and other items as needed
• Travel may be required on occasion

• College degree and/or related industry experience
• Series 7 and 66 licenses obtained within one year of hire
• Highly motivated with a positive and professional demeanor
• Excellent communication and customer service skills
• Extremely well‑organized, detail‑oriented, and accurate, with the ability to multi‑task and meet deadlines
• Proficiency in Microsoft Outlook, Word, and Excel
• Flexibility to perform a variety of tasks as business needs change within the department
• Ability to learn and master computer programs that house customer data
• Ability to understand and adhere to industry rules and regulations
• Basic bookkeeping and record‑keeping skills

We offer a competitive salary and an excellent benefits program, including a safe harbor 401(k) contribution, profit‑sharing plan, disability and life insurance, a high‑deductible health plan with an HSA, an on‑site health center, paid time off, and elective dental benefits. We also provide wellness programs and support a friendly and collegial culture, with company‑sponsored volunteer opportunities during business hours. After a six‑month training period and upon becoming an expert in the position, one fully remote working‑from‑home day per week is offered unless business or travel needs arise.

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.