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Financial Advisor Financial Consultant Financial Services

Senior Client Services Specialist - Wealth Management

Job in Christiansburg, Montgomery County, Virginia, 24068, USA
Listing for: Atlantic Union Bank
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial institution in Virginia is seeking a Client Assistant to act as a liaison between clients and Financial Advisors. Responsibilities include assisting Financial Advisors, ensuring an exceptional customer experience, and managing client files. Candidates should have a minimum of 5-7 years of experience in the financial services sector, including 2+ years as a Registered Client Assistant, and must hold relevant FINRA registrations and licenses.

This position also offers a comprehensive benefits package and potential for incentive compensation.
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Position Requirements
10+ Years work experience
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