What are the responsibilities and job description for the Client Support Representative position at Davenport & Company LLC?
CLIENT SUPPORT REPRESENTATIVE
Location: Richmond, VA
Department: Client Services
Overview
This full time, non-exempt position will primarily provide administrative, technical and sales support for the investment department including assignments to assist our internal and external clients.
Responsibilities
Responsibilities include, but are not limited to:
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, an on-site Health Center, 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. After a training period of 6 months and becoming an expert in the position, one fully remote working from home day per week is offered. (This is allowed unless business needs or travel needs is required.)
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.
Location: Richmond, VA
Department: Client Services
Overview
This full time, non-exempt position will primarily provide administrative, technical and sales support for the investment department including assignments to assist our internal and external clients.
Responsibilities
Responsibilities include, but are not limited to:
- Answering phones on a client service desk
- Providing backup on the reception desk
- Helping clients to understand and log in to their Davenport Online accounts
- Assisting with all forms of account paperwork
- Following compliance policies and industry regulations
- Processing mail merges
- Working with internal service departments including Operations, New Accounts, Portfolio Services, Financial Services, and Research, among others
- Assisting Financial Advisors with Client Reports, Salesforce, Quote Screen Support, Research Reports, and other items as needed
- Travel may be required on occasion
- College degree and/or related industry experience
- Series 7 and 66 licenses must be obtained within 1 year of date of hire
- Highly motivated with positive and professional demeanor
- Excellent communication and customer service skills
- Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
- Proficiency in Microsoft Outlook, Word, and Excel
- Flexibility to perform a variety of tasks as business needs change within the department
- Ability to learn and master computer programs that house customer data
- Ability to understand and adhere to industry rules and regulations
- Basic bookkeeping skills and record keeping ability
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, an on-site Health Center, 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. After a training period of 6 months and becoming an expert in the position, one fully remote working from home day per week is offered. (This is allowed unless business needs or travel needs is required.)
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.