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Senior Client Assistant Financial Advisors
Job in
Glen Allen, Henrico County, Virginia, 23060, USA
Listed on 2026-07-29
Listing for:
Atlantic Union Bank
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Atlantic Union Bank is seeking a reliable Client Assistant to liaise between clients, Financial Advisors and back‑office operations, and to update and organize branch and client files. You will support brokerage and direct accounts and ensure an outstanding client experience.
Required:
high school diploma or equivalent, 5–7 years in financial services, 2+ years as Registered Client Assistant, FINRA registrations (SIE, Series 7 or 6, and 63), Virginia life insurance and annuities licenses.
Position Requirements
10+ Years
work experience
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