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Financial Advisor Support and Client Services Associate

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Davenport & Company LLC
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 63000 - 83000 USD Yearly USD 63000.00 83000.00 YEAR
Job Description & How to Apply Below

Davenport & Company LLC is seeking a dedicated Client Service Associate to join the Richmond team. In this full-time position, you will support Financial Advisors and maintain positive client relationships. Responsibilities include answering phones, processing client requests, and ensuring accuracy in record-keeping.

The ideal candidate will prefer having a college degree and possess experience in financial services or banking, with relevant FINRA licenses. A strong attention to detail and excellent communication skills are essential for success in this role.

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Position Requirements
10+ Years work experience
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