Client Service Associate
6 days ago
Location: Durham, NC
OVERVIEW
Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Durham Wealth Management team. This full-time or part-time, hourly position will support several financial advisors and act as a backup to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility is to assist the financial advisors with regards to servicing customers and fostering a positive relationship between clients and the firm.
An ideal candidate will have a banking or financial industry background, with 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
- College Degree preferred
- Experience in financial services or banking strongly preferred
- SIE, Series 7 and 63 Licensed, or must obtain within 1 year 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, 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.
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