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Client Services Associate – Financial Advisor Support

Job in Kilmarnock, Lancaster County, Virginia, 22421, USA
Listing for: Davenport & Company LLC
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 46000 - 65000 USD Yearly USD 46000.00 65000.00 YEAR
Job Description & How to Apply Below
Location: Kilmarnock

Davenport & Company LLC in Kilmarnock, VA is seeking a Client Service Associate (Unregistered) to support a Financial Advisor and back-up teammates. The role emphasizes accuracy, customer service, and daily account processing.

Ideal candidates have a banking or financial services background and must obtain FINRA licenses within 2 years; strong communication and proficiency with Outlook, Word, and Excel are essential.

This opening is for the Client Services Associate – Financial Advisor Support role at Davenport & Company LLC.

Full responsibilities and requirements are described in the listing above.

Learn more about the Client Services Associate – Financial Advisor Support role in the description above.

We appreciate your interest in this position.

Join Davenport & Company LLC and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

Position Requirements
10+ Years work experience
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