About this role
Client Service Associate (Unregistered) at Davenport & Company. Location: Richmond, Virginia, United States. Role: answering phones, submitting requests, maintaining records Requirements: Support financial advisors with client servicing; obtain SIE, Series 7, and Series 63 within 2 years; college preferred; financial services experience preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization and customer service skills. Category: Customer Service Seniority: Entry Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel Certifications: sie, series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: English