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Client Service Associate - Retirement Planning Focus (Greensboro, NC)

CLIENT SERVICE ASSOCIATE (Retirement Planning Focus)

Location:   Greensboro, NC
 
OVERVIEW

Davenport is seeking a hard-working, detail oriented, and business minded individual to join its Greensboro team as a Client Service Associate.  This position will primarily support two investments executives and serve as a back up to other Client Service Associates as necessary.  In this role, your primarily responsibility is to serve the needs of the investment executives with regards to servicing customers and fostering a positive relationship between clients and the firm.
 
This role is for an individual who has a desire to work alongside, learn from, and grow with a team of financial advisors that has extensive experience in Retirement Planning products and services.  After successfully performing the role of Client Service Associate and learning the business, this position has growth potential to eventually assist Retirement Plan sponsors and participants. 
 
An ideal candidate will have knowledge or strong interest in the financial services industry, and excellent customer service and communication skills.  Experience and/or education in finance, marketing, and sales are desired.
 
RESPONSIBILITIES
Responsibilities of this position include, but are not limited to:
  • 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
  • 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
QUALIFICATIONS
  • College Degree and/or related industry experience
  • Series 7 and 66 Licensed, or must obtain within 1 year from date of hire
  • Strong interest in finance, marketing and sales
  • 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
  • Professional demeanor
BENEFITS
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.  We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
 
ABOUT US
Employee-owned since our founding in 1863, Davenport is a dually registered, full-service broker-dealer and investment advisor with more than 400 associates, and branch offices throughout the mid-Atlantic.  Our enduring strength is found in the core values that have led us to build lasting relationships with our clients and employees.


APPLICATION INSTRUCTIONS for Qualified Candidates
Submit your resume and cover letter by using the 'apply' button located on this page.
 
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.