Wealth Client Services Specialist II — Registered Accounts
Listed on 2026-10-10
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Finance & Banking
Wealth Management, Financial Services, Banking & Finance
Atlantic Union Financial Consultants LLC is seeking a Specialist II - Wealth Registered Client Service Assistant to support Financial Advisors and back-office operations in the Richmond area (Richmond-Fredericksburg-Charlottesville-VA Beach region).
You will maintain client files, service brokerage and direct accounts, and help prepare reports and communications while ensuring compliance with policies and regulations. Strong computer skills and excellent interpersonal abilities are required.
Step into the Wealth Client Services Specialist II — Registered Accounts role at Atlantic Union Financial Consultants LLC in Glen Allen, VA, United States and grow with us.
The Wealth Client Services Specialist II — Registered Accounts position in the Finance, Management & Operations field is open for applications.
We have an opening for a Wealth Client Services Specialist II — Registered Accounts in Glen Allen, VA, United States within Finance, Management & Operations.
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