Wealth Registered Client Service Specialist
Atlantic Union Bank is seeking a detail-oriented Client Assistant to act as a liaison between clients, Financial Advisors, and back-office operations. You will maintain and organize client and branch files, support brokerage and direct accounts, and prepare reports.
The role requires strong math, communication and multi-tasking skills, plus FINRA registrations and Virginia licenses. The position reports to the Lead Client Assistant and offers opportunities to mentor junior staff and participate
We are looking to fill the Wealth Registered Client Service Specialist position at Atlantic Union Bank in Norfolk, VA, United States.
We have an opening for a Wealth Registered Client Service Specialist in Norfolk, VA, United States within Management & Operations, Sales.
This role, Wealth Registered Client Service Specialist at Atlantic Union Bank, could be your next career step.
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