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Financial Services Client Service Associate

Job in Roanoke, Roanoke County, Virginia, 24000, USA
Listing for: Davenport & Company LLC
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Job Description & How to Apply Below
A financial services firm is seeking a Client Service Associate to support Financial Advisors in Roanoke, VA. This full-time role involves answering phones, assisting clients with requests, and ensuring a positive relationship with customers. Candidates should have strong organizational and customer service skills, preferably with a background in financial services. The firm offers a competitive salary and a comprehensive benefits package, including a 401(k) program and paid time off.
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Position Requirements
10+ Years work experience
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