Client Service Associate Position Available In Guilford, North Carolina

Client Service Associate Davenport & Company – 4.5

Greensboro, NC Job Details Full-time Estimated:

$41.5K – $51.9K a year 3 days ago Benefits Profit sharing Health savings account Disability insurance Health insurance Dental insurance 401(k) Paid time off 401(k) matching Opportunities for advancement Life insurance Qualifications Microsoft Word Microsoft Excel Microsoft Outlook Customer service Salesforce Computer skills Financial services Senior level Communication skills Banking Full Job Description

CLIENT SERVICE ASSOCIATE

Location:

Greensboro, NC

OVERVIEW

Davenport is seeking a hard-working, detail oriented, and business minded professional to join its Greensboro Retail Sales team. This full-time, hourly position will support several financial advisors 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 the financial advisors with regards 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 Working with internal service departments including Operations and Financial Services, among others Cooperating with co-workers to cover various needs as they arise in the sales area

QUALIFICATIONS

College Degree required 8+ years of experience in financial services or banking strongly preferred Series 7 and 66 Licensed, or must obtain within 1 year 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; experience using Salesforce preferred 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, 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.

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.