Top 6 Registered client associate Jobs in Virginia Beach 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
Fast track to Management Program
New York Life —Norfolk, VA
- $60,000 - $375,000 a year
- Full-time
- Background check
- Business development
- US work authorization
- AD&D insurance
- Disability insurance
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Registered Client Service Associate
Morgan Stanley —Virginia Beach, VA
- $35,360 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
3d
Registered Wealth Management Client Associate
Bank of America —Virginia Beach, VA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Business Development Executive
Financia Growth Partners —Virginia Beach, VA
- $65,000 - $95,000 a year
- Choose your own hours
- Hybrid work
- Mid-level
- Business development
- Financial services
- Health savings account
- Disability insurance
Quick Apply
3d

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Part Time-Client Service Associate-Virginia Beach, VA
Raymond James Financial, Inc. —Virginia Beach, VA
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity),…
$28,600 - $45,000 a year
3d

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Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Dublin, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$75,000 a year
Associate - South Central Advisor Group
Thrivent —Columbus, OH
Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
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Registered Client Service Associate

Davenport & Company -
Norfolk, VA

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Job Details

Full-time
$60,000 - $79,000 a year

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

Position 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 associate jobs in virginia beach va

Registered Client Service Associate

Fast track to Management Program

Registered Client Service Associate

Registered Wealth Management Client Associate

Business Development Executive

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