Client Services Floater

Davenport Richmond , VA 23234

Posted 3 weeks ago

CLIENT SERVICES FLOATER

Location: Richmond, VA

Department: Client Services

JOB DESCRIPTION:

This entry level, non-exempt position will primarily provide administrative, technical and sales support for the investment department including assignments to assist our internal and external clients. Additional cross-training in other areas of responsibility within the Client Services Department will be required.

RESPONSIBILITIES:

Responsibilities include, but are not limited to:

  • Answering phones on a client service desk

  • Providing backup on the reception desk

  • Helping clients to understand their Davenport Online accounts

  • Assisting with all forms of account paperwork

  • Following compliance policies and industry regulations

  • Processing mail merges

  • Working with internal service departments including Operations, New Accounts, Portfolio Services, Financial Services, and Research, among others

  • Cooperating with co-workers to cover various needs as they arise in the sales areas

  • Travel may be required on occasion

QUALIFICATIONS:

  • College degree and/or related industry experience

  • Series 7 license must be obtained within six months from date of hire

  • Highly motivated with positive and professional demeanor

  • 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

  • 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

SALARY & 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, on-site Health Center, 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.

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.


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Client Services Floater

Davenport