Client Service Associate

Apply for the Client Service Associate role at Davenport & Company LLC
.

Location:

Roanoke, VA. Seniority level:
Entry level.

Employment type:

Full‑time. Job function:
Financial Services.

Davenport is seeking a hard‑working, detail‑oriented, and business‑mindful professional to join its Roanoke Retail Sales team. This full‑time, non‑exempt position will support a Financial Advisor in the office and serve as a backup to other Client Service Associates as necessary. The 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.

• 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

• College degree preferred
• Experience in financial services or banking strongly preferred
• Series 7 and 66 licensed, or must obtain within 1 year 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

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, elective dental benefits, wellness programs, and company‑sponsored volunteer opportunities during business hours.

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.