Wealth Management Client Assistant III - Advisor Support

A regional financial institution in Danville, Virginia is seeking a qualified Client Assistant to act as a liaison between clients and Financial Advisors. The successful candidate will possess strong customer service skills, multi-tasking ability, and at least 5-7 years of experience in the financial services industry. Required qualifications include FINRA registrations and appropriate licenses. This role supports organizational operations through various tasks and ensures compliance with regulatory standards.
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