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Banking & Finance Financial Advisor

Senior Client Services Specialist - Wealth Management

Job in Charlottesville, Albemarle County, Virginia, 22904, USA
Listing for: Atlantic Union Bank
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Advisor
Job Description & How to Apply Below
A financial services institution in Charlottesville, Virginia is seeking an experienced Registered Client Assistant. The role involves serving as a liaison between clients and Financial Advisors, ensuring outstanding customer experiences, and maintaining client needs for both brokerage and direct accounts. Candidates should have a high school diploma and 5-7 years of experience in the financial services industry. Strong analytical and customer service skills are necessary.

The position offers a competitive salary and the opportunity to participate in incentive compensation plans.
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Position Requirements
10+ Years work experience
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