Client Service Associate

Davenport & Company is one of the oldest employee‑owned financial firms in the United States. We are seeking a detail‑oriented, business‑mindful professional to join our Fredericksburg team as a Client Service Associate. Position: Client Service Associate Location: Fredericksburg, VA Job Id: 390 # of Openings: 1 OVERVIEW Davenport is seeking a hard‑working, detail‑oriented professional to support a Financial Advisor and serve as a back‑up to other Client Service Associates. Your primary responsibility is to service the needs of Financial Advisors and foster 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. RESPONSIBILITIES Answer phones, file, and prepare correspondence Submit client requests for checks, wires, transfers, and security registrations Help clients understand their monthly statements and annual tax notices Acquire cost basis information Respond to operational notices in a timely manner Assist with all forms of account paperwork Maintain records and files required by the Compliance department Process mailings and arrange seminars Work with internal service departments including Operations, Financial Services, and Research Cooperate with colleagues to cover various needs in the sales area QUALIFICATIONS College degree preferred Experience in financial services or banking strongly preferred SIE, Series 7, and Series 66 licensed, or must obtain within 6 months of hire Extremely well‑organized, detail oriented, and accurate; 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 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, 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, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. #J-18808-Ljbffr