Client Service Associate

Overview

Davenport is seeking a hard‑working, detail oriented, and business‑minded professional to join its Williamsburg Retail Sales team. This full‑time, hourly position will support a team of financial advisors and serve as a back‑up to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility is to serve the needs of the 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
• Providing administrative support for annuity business
• 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 and/or related industry experience
• Series 7 and 66 (or Series 7, 63 & 65) 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, Teams, Word, and Excel
• Experience with Salesforce is preferred but not required
• 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, an on‑site Health Center, Paid Time Off and elective dental and vision benefits. We offer wellness programs and support a friendly and collegial culture, with 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.