Top 4 Registered client service associate Jobs in Suffolk, Va

Registered Client Service Associate
Davenport & Company —Norfolk, VA
- $60,000 - $79,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Health savings account
10d
Financial Advisor
Edward Jones —Suffolk, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
3d

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Registered Client Service Associate

Davenport & Company -
Norfolk, VA

Apply Now

Job Details

Full-time
$60,000 - $79,000 a year
10 days ago

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Opportunities for advancement
Life insurance

Qualifications

Customer communication
Securities Industry Essentials

Full Job Description

REGISTERED CLIENT SERVICE ASSOCIATE

Location: Norfolk, VA

Hiring Range: $60,000 – 79,000

OVERVIEW:

Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Norfolk team. This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regard to servicing customers and fostering 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. 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 preferred
Experience in financial services or banking strongly preferred
FINRA Licensing: SIE, Series 7, and Series 63 (or FINRA-recognized equivalent) required
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.

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

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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registered client service associate jobs in suffolk, va

Registered Client Service Associate

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