45 Client Service Associate Jobs in Richmond, VA
Davenport is Hiring a Client Service Associate Near Richmond, VA
- 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 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
Job Summary
Full Time
Securities
$40k-51k (estimate)
02/25/2023
06/24/2024
investdavenport.com
GREENSBORO, NC
200 - 500
1863
LEE CHAPMAN
$50M - $200M
Securities
Related Companies
About Davenport
Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America. Headquartered in Richmond, VA, our firm offers a complete range of investment services, including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services. Davenport employs over 400 associates and has offices located in Virginia, North Carolina, South Carolina, Maryland and Georgia. Whether youre looking to maintain a lifestyle, finance higher education, plan for retireme...nt or buy or sell a business, we have the people and expertise to help you achieve your goals. Davenport attracts dedicated, talented professionals who are guided by integrity and experience. Here youll find a collaborative environment in which time-tested principles are combined with current analytical tools creating investment strategies suited to your specific needs. Our reputation and continued success will always be based on building personal long-term relationships with our clients. As stewards of your money, we remain committed to helping you grow and preserve your wealth today and for generations to come. Davenport & Company LLC is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and is a Registered Investment Advisor under the Investment Advisers Act of 1940. For more information, call (800) 846-6666 or visit us on the web: www.investdavenport.com
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The job skills required for Client Service Associate include Client Service, Customer Service, Financial Services, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.
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