Wealth Client Experience Specialist II
Listed on 2026-10-11
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Finance & Banking
Banking & Finance, Wealth Management, Financial Services, Financial Advisor / Consultant
Atlantic Union Bank seeks a seasoned Client Assistant to act as a liaison between clients, financial advisors, and back-office teams at our Fredericksburg branch. The role supports brokerage and direct accounts, updating client files and producing essential reports.
Ideal candidates have five+ years in financial services supporting a Financial Advisor, and hold Series 7/63 and Virginia Life & Health licenses. Strong communication and organizational skills are required in a fast-paced environment.
We are looking to fill the Wealth Client Experience Specialist II position at Atlantic Union Bank in Fredericksburg, VA, United States.
Step into the Wealth Client Experience Specialist II role at Atlantic Union Bank in Fredericksburg, VA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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