Client Support Representative

CLIENT SUPPORT REPRESENTATIVELocation: Richmond, VA Department: Client ServicesOVERVIEW: 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 deskProviding backup on the reception deskHelping clients to understand and log in to their Davenport Online accountsAssisting with all forms of account paperworkFollowing compliance policies and industry regulationsProcessing mail mergesWorking with internal service departments including Operations, New Accounts, Portfolio Services, Financial Services, and Research, among othersAssisting Financial Advisors with Client Reports, Salesforce, Quote Screen Support, Research Reports, and other items as neededTravel may be required on occasion QUALIFICATIONS:College degree and/or related industry experienceSeries 7 and 66 licenses must be obtained within 1 year of date of hireHighly motivated with positive and professional demeanorExcellent communication and customer service skillsExtremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlinesProficiency in Microsoft Outlook, Word, and ExcelFlexibility to perform a variety of tasks as business needs change within the departmentAbility to learn and master computer programs that house customer dataAbility to understand and adhere to industry rules and regulationsBasic bookkeeping skills and record keeping ability 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. 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 EMPLOYERDavenport & 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.