Meeting

Client Services Floater

CLIENT SERVICES FLOATER

Location:    Richmond, VA
Department:    Client Services
 

OVERVIEW & RESPONSIBILITIES
We are seeking a customer oriented individual to join Davenport’s Client Services team.  This full-time, non-exempt position will primarily provide administrative, technical, and sales support for various departments within the firm.  Responsibilities will include assignments in customer online and internal help desk services.  Additional cross-training in other areas of responsibility within the Client Services department may be required.  Travel may be required on occasion in the Virginia and North Carolina regions.        
 
This role is intended to develop into a Client Service Associate position, for which the primary responsibility is to serve the needs of Investment Executives with regard to servicing customers and fostering a positive relationship between clients and the firm. 

 
QUALIFICATIONS
  • College degree and/or related industry experience
  • Highly motivated with excellent communication and customer service skills
  • Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
  • Proficiency in Microsoft Outlook, Word, and Excel
  • Professional demeanor
  • Flexibility to perform a variety of tasks as business needs change within the department
  • Ability to learn and master computer programs that house customer data
  • Ability to understand and adhere to industry rules and regulations
  • Basic bookkeeping skills and record keeping ability
  • Series 7 license must be obtained within 1 year from date of hire
  • Other requirements may arise as needed to perform all stated and unstated aspects of the position
BENEFITS
We offer a competitive salary and benefits package, including a retirement plan with annual contributions of as much as 10% of eligible wages, medical, dental and vision coverage, paid time off, and disability & life insurance.

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.