Client Service Associate; Unregistered

Davenport & Company is one of the oldest employee‑owned financial firms in the United States, which has thrived on a spirit of continuous improvement since 1863. Over the years Davenport has continuously attracted talented professionals of integrity with a wide range of experience and expertise who serve a broad base of individuals and families as well as municipalities, foundations, and institutions.

We are proud to foster a culture that has led us to be recognized as a best place to work year after year, and we’re always seeking competent, energetic individuals who share our passion for providing a high level of service that enhances the well‑being of our clients, communities, and colleagues.

Davenport & Company LLC is an Equal Opportunity Employer

The Virginia Values Veterans (V3) Program is an official Commonwealth of Virginia, Department of Veterans Services Program. (c) 2014.

Position: Client Service Associate (Unregistered)

Location: Williamsburg, VA

Job : 397

# of Openings: 1

Hiring Range: $49,000 – $68,000

Davenport is seeking a hard‑working, detail‑oriented, and business‑minded professional to join its Williamsburg team. This full‑time, non‑exempt position will support a Financial Advisor in the office 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 Financial Advisors with regard to servicing customers and fostering a positive relationship between clients and the firm.

An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients.

• Answering and managing the main office line for the team
• Submitting client requests for checks, wires, transfers, and security registrations
• Responding on a timely basis to operational notices
• Assisting with all forms of account paperwork
• Maintaining records and files as required by the team and the compliance department, including CRM updates
• Processing mailings and arranging seminars
• Working with internal service departments including operations, financial services, and research, among others
• Collaborating with co‑workers to cover various needs as they arise in the branch
• Managing the team calendar, scheduling appointments, confirmations, and client review preparation

• College degree preferred
• Experience in financial services or banking strongly preferred
• FINRA licensing: must obtain the SIE, Series 7, and Series 63 (or FINRA‑recognized equivalent) within 2 years
• 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

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 and elective dental benefits, and wellness programs. We provide a friendly, collegial culture with company‑sponsored volunteer opportunities during business hours.

Base pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

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.

• Retirement plan with annual contributions of up to 10% of eligible wages without employee contribution
• Free financial advice, with low or waived advisor fees for personal accounts
• Equity ownership opportunities for certain levels in an employee‑owned firm
• On‑site health center for employees and household members, with free or minimal‑cost services
• Choice in healthcare coverage with company HSA contributions
• Telehealth services for medical and mental health
• Generous paid time off policy with no waiting period to use time
• Employee assistance program and other support services
• Disability and life insurance; maternity and paternity leave
• Schedule flexibility and early close every Friday
• Relaxed business dress code with business casual Fridays