Wealth Client Services Specialist
Listed on 2026-11-04
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Finance & Banking
Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Banking & Finance
Atlantic Union Bank is seeking a dedicated Operations Liaison to support brokerage and client services, focusing on updating and organizing client and office files while acting as a bridge between clients, Financial Advisors, and back-office operations.
The role requires five years in financial services, FINRA licenses (Series 7 and 63), and Virginia Life & Health licenses, with strong math, communication, and MS Office skills.
This is an excellent opportunity to take on the Wealth Client Services Specialist role at Atlantic Union Bank.
Join Atlantic Union Bank and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Client Services Specialist role at Atlantic Union Bank, based in Charlottesville, VA, United States.
We are looking to fill the Wealth Client Services Specialist position at Atlantic Union Bank in Charlottesville, VA, United States.
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