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CLIENT SERVICE ASSOCIATE - REGISTERED
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:
QUALIFICATIONS
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, 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.
Full Time
Securities
$42k-54k (estimate)
06/20/2024
07/18/2024
investdavenport.com
GREENSBORO, NC
200 - 500
1863
LEE CHAPMAN
$50M - $200M
Securities
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 Registered Client Service Associate include Client Service, Customer Service, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Registered 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 Registered 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 Registered Client Service Associate positions, which can be used as a reference in future career path planning. As a Registered 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 Registered Client Service Associate. You can explore the career advancement for a Registered Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Registered 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 Registered Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Registered Client Service Associate job description and responsibilities
Develop new business opportunities through client relations and option services.
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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 Registered Client Service Associate jobs
The primary qualifications needed for a career as a registered client associate typically include an associate's degree in business and work experience in a financial institution.
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Most employers prefer a bachelor’s degree, but it’s possible to work your way up into the position with the lesser degree.
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You need basic investment and financial management knowledge, which is a foundation you build in business degree programs.
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Find an entry-level position at a bank before pursuing this career.
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5 Years work experience as a Client Service Associate at either a Broker Dealer are needed to qualify for this job.
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Step 3: View the best colleges and universities for Registered Client Service Associate.