Client Support Representative
Davenport & Company LLC
Richmond, VA0–3 yrs59m agovia LinkedIn
About the Role
This full-time, non-exempt position will primarily provide administrative, technical, and sales support for the investment department, including assignments to assist internal and external clients.
Key Responsibilities
- 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
- Assisting Financial Advisors with Client Reports, Salesforce, Quote Screen Support, Research Reports, and other items as needed
- Travel may be required on occasion
Qualifications
- 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