Jobs
>
Richmond

    Client Service Associate - Richmond, United States - Davenport

    Davenport
    Davenport Richmond, United States

    2 weeks ago

    Default job background
    Description

    CLIENT SERVICE ASSOCIATE

    Location:
    Richmond, VA


    Department:
    Fixed Income


    OVERVIEW:
    Davenport is seeking a hard-working, detail oriented, and business minded professional to join its Retail Sales team. This full-time, hourly position will either: 1) Support a dedicated team of advisors on a day-to-day basis, or; 2) Support multiple advisors/teams throughout the department based on where coverage is needed.

    As a Client Service Associate, your primary responsibility is to serve the needs of the financial advisors with regards to servicing customers and fostering a positive relationship between clients and the firm.

    You may be required to serve as back up to other Client Services Associates as necessary.


    An ideal candidate will have knowledge or interest in the financial services industry, and excellent customer service and communication skills.

    At Davenport, we are proud of our commitment to service, with both internal and external clients.


    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 2 years from date of hire
    • 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

    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, an 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 IS AN EQUAL OPPORTUNITY EMPLOYER


    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.

  • Lowe's Companies

    Merchandising Service Associate

    4 weeks ago

    Lowe's Companies Richmond, United States Full time

    · • Always provide SMART customer service through the daily execution of Lowe's customer · service policies, procedures, and programs. · • Build relationships with vendors by providing direction and checking to ensure merchandise · resets are completed according to Lowe's specif ...

  • AscendHire

    Registered Client Service Associate

    1 week ago

    AscendHire Richmond, United States

    Registered Client Services Associate · Active Series 7 license required · Richmond, VA · Flexible Work Hours · **To be eligible for this position, you must reside within 70 miles of the Richmond, VA area and hold an active Series 7 license · Are you ready to elevate your career i ...

  • Holiday Barn

    Customer Service Associate

    1 week ago

    Holiday Barn Richmond, United States

    Please note we do not accept Seasonal applications for this role. · Do you love cats and dogs? Work with pets every day at our award-winning pet boarding, training, and daycare facility · Holiday Barn Pet Resorts is looking for a full-time Customer Service Associate for our Mid ...

  • YMCA of Greater Richmond

    Member Services Associate

    3 days ago

    YMCA of Greater Richmond Richmond, United States

    The Tuckahoe Family YMCA is currently seeking a part time, personable Member Service Associate who enjoys working in a fast paced environment to provide quality service to members and prospective members. Looking for candidates who are available to work mornings and weekends. Thi ...

  • Sparks Personnel Services, Inc.

    Client Service Associate

    3 weeks ago

    Sparks Personnel Services, Inc. Richmond, United States

    Maintain and update client information with accuracy and attention to detail. Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities. Assist in the preparation of reports, presentations Client Service, Associate, Se ...

  • YMCA of Greater Richmond

    Member Services Associate

    4 weeks ago

    YMCA of Greater Richmond Richmond, United States

    Job Description · Job DescriptionThe Downtown YMCA is currently seeking part time, personable Member Service Associates who enjoy working in a fast-paced environment to provide quality service to members and prospective members. This part-time position starts at $12 per hour. Loo ...

  • Sparks Group

    Client Service Associate

    2 weeks ago

    Sparks Group Richmond, United States

    Responsibilities: · Have you got what it takes to succeed The following information should be read carefully by all candidates. Maintain and update client information with accuracy and attention to detail. · Serve as a trusted advisor for clients, proactively educating them on ...

  • A&H Management

    Verizon Customer Service Associate

    2 weeks ago

    A&H Management Richmond, United States

    WE ARE HIRING A SPIRITED VERIZON CUSTOMER SERVICE ASSOCIATE TO JOIN OUR TEAM · Are you excited to bolster your customer service and sales prowess and have fun while doing so? Look no further, because we are seeking new talent to join our customer service and sales team as a Veriz ...

  • Chippenham Hospital

    Hospitality Associate Room Service

    3 weeks ago

    Chippenham Hospital Richmond, United States

    Description · Introduction · Do you have the career opportunities as a(an) Hospitality Associate Room Service you want with your current employer? We have an exciting opportunity for you to join Chippenham Hospital which is part of the nation's leading provider of healthcare se ...

  • Virginia Department of Human Resource Management

    Facility Services Associate, Night

    3 weeks ago

    Virginia Department of Human Resource Management Richmond, United States

    Facility Services Associate, NightJob no: Work type: Full-Time (Salaried) Location: Richmond (City), Virginia Categories: Trades and OperationsTitle: Facility Services Associate, NightState Role Title: Hsekeep &/or Apparel Worker IIHiring Range: $28,759 + $1, shift differential) ...

  • 5 Legal

    Private Wealth Services Associate

    2 weeks ago

    5 Legal Richmond, United States

    Job Description · Job DescriptionA global and top 100 Am Law firm seeks an associate to join their Private Wealth Services Team in their Richmond office. · The ideal candidate must have 1-4 years of law firm experience in sophisticated estate planning, trust and estate administra ...

  • Costar Group, Inc.

    Service Assurance Associate I

    2 weeks ago

    Costar Group, Inc. Richmond, United States

    Service Assurance Associate I · Job Description · CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index and the NASDAQ 100, CoStar Group is on a mission to ...

  • The Millennium Group

    Office Services Associate Floater

    2 weeks ago

    The Millennium Group Richmond, United States

    Job Description · Job DescriptionNow is a great time to join our growing company The Millennium Group (TMG) is an award-winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies, p ...

  • Stryker

    Associate Field Service Technician

    2 weeks ago

    Stryker Richmond, United States

    Work Flexibility: Field-basedAssociate Field Service Technician - Patient TransportWho we wantHard-working winners. Confident, competitive and results-oriented salespeople who create a track record of success.Persuasive influencers. People who understand market positioning and ca ...

  • Richmond Behavioral Health Authority

    Office Associate II- Medical Services

    3 weeks ago

    Richmond Behavioral Health Authority Richmond, United States

    · Richmond Behavioral Health is seeking a full-time Office Associate II for our Medical Services team The ideal candidate for this position will perform intermediate administrative support work answering telephones, greeting visitors, assisting clients, providing general informa ...

  • Fidelity TalentSource LLC

    High Net Worth Service Associate

    3 weeks ago

    Fidelity TalentSource LLC Richmond, United States

    · Job Description: · To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: \u00A0 · Glen Allen, VA Beach, Midlothian · High Net Worth Representative · ...

  • Saros Inc

    Customer Service Retail Sales Associate

    3 weeks ago

    Saros Inc Richmond, United States

    Job Description · Job DescriptionSaros, INC is experiencing growth in our products and services which has created an opening for an entry-level Customer Service Retail Sales Associate with experience in communication, customer service, or hospitality. · Some of the essential fun ...

  • Kings Dominion

    Park Services Associate

    1 week ago

    Kings Dominion Doswell, United States Full time

    Overview:$13.00/hour · Are you looking for a FUN and rewarding job? Are you interested in meeting people from all over and gaining skills that will last a lifetime? Then Kings Dominion is the place for you · Get ready to fasten your seatbelts and enjoy the ride of your life with ...

  • Truist Inc

    Brokerage Registered Client Service Associate

    2 days ago

    Truist Inc Richmond, United States

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communicatio ...

  • Holiday Barn

    Customer Service Associate

    3 weeks ago

    Holiday Barn Richmond, United States

    Do you love cats and dogs? Work with pets every day at our award-winning pet boarding, training, and daycare facility · Holiday Barn Pet Resorts is looking for a full-time Customer Service Associate for our Midlothian location who is looking for a career with pets. As the face o ...