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Wealth Management: Client Assistant II

Job in Glen Allen, Henrico County, Virginia, 23060, USA
Listing for: Atlantic Union Bank
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 49536 - 74319 USD Yearly USD 49536.00 74319.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management: Client Assistant II - Profit Sharing
A financial services institution in Glen Allen, Virginia, is seeking a liaison to enhance client experience by managing communications between clients and financial advisors. The role demands excellent customer service skills and a minimum of five years' experience in the financial services sector, along with mandatory FINRA registrations. A competitive salary between $49,536 - $74,319 USD will be based on credentials and experience, with additional incentives available.
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