Client Support Representative Job Richmond area,Virginia USA,Finance & Banking

Davenport & Company is one of the oldest employee-owned financial firms in the United States, which has thrived on a spirit of continuous improvement since 1863. Over the years Davenport has continuously attracted talented professionals of integrity with a wide range of experience and expertise who serve a broad base of individuals and families as well as municipalities, foundations, and institutions.

We are proud to foster a culture that has led us to be recognized as a best place to work year after year, and we’re always seeking competent, energetic individuals who share our passion for providing a high level of service that enhances the well-being of our clients, communities, and colleagues.

Davenport & Company LLC is an Equal Opportunity Employer

Open Positions

Position:Client Support Representative

Location: Richmond, VA

Job :411

# of Openings:1

CLIENT SUPPORT REPRESENTATIVE

Department:
Client Services

Position Range: $50,000 - $67,000

OVERVIEW:

This full time, non-exempt position will primarily provide administrative, technical and sales support for the investment department including assignments to assist our internal and external clients.

RESPONSIBILITIES:

Responsibilities include, but are not limited to:

Providing backup on the reception desk
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
Working with internal service departments including Operations, New Accounts, Portfolio Services, Financial Services, and Research, among others
Assisting Financial Advisors with Client Reports, Salesforce, Quote Screen Support, Research Reports, and other items as needed
Travel may be required on occasion

QUALIFICATIONS:

College degree and/or related industry experience
Series 7 and 66 licenses must be obtained within 1 year of date of hire
Highly motivated with positive and professional demeanor
Excellent communication and customer service skills
Extremely well-organized, detail oriented and accurate; must be able 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 skills and record keeping ability

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.

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

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.

Our commitment to you…