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Client Service Specialist Financial Advisory

Job in Williamsburg, James City County, Virginia, 23187, USA
Listing for: DAVENPORT & CO LLC
Full Time position
Listed on 2026-07-21
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 49000 - 68000 USD Yearly USD 49000.00 68000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Specialist for Financial Advisory

Davenport & Company LLC in Williamsburg, VA is seeking a Client Service Associate to support a Financial Advisor and back up teammates. This full-time, non-exempt role focuses on servicing clients and maintaining strong relationships within the firm.

Ideal candidates have banking/financial services experience, excellent communication, and organizational skills. Training to obtain FINRA licenses within 2 years is required, with a robust benefits package and growth opportunities.

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