Senior Client Assistant & Advisor Support

Atlantic Union Bank; Christiansburg (VA); On-site; USD 45,000 - 65,000; Full time

Job summary

Atlantic Union Bank in Christiansburg, VA seeks a Client Assistant to act as a liaison between clients, Financial Advisors, and back-office operations. You will organize client and office files, prepare reports, and maintain accurate records to support branch activities.

The role requires a high school diploma and 5–7 years in financial services, with at least 2 years as a Registered Client Assistant and FINRA registrations (SIE, 7/6, 63) plus state life insurance licenses.

Qualifications

• High school diploma or equivalent; higher education preferred.
• 5-7 years of experience in financial services industry.
• 2+ years as a Registered Client Assistant is required.
• FINRA registrations SIE, Series 7/6, and 63 are required; life licenses in Virginia preferred.

Responsibilities

• Assist Financial Advisors and support branch operations.
• Ensure outstanding client experience for every customer.
• Maintain and service client and brokerage/direct accounts.
• Communicate with teammates and external contacts to exchange information.
• Establish and update department and client files and records.
• Compile data and perform moderate mathematical calculations for reports.

Skills

Multi-tasking & prioritization

Customer service excellence

MS Office proficiency

Numerical/analytical skills

Written and verbal communication

Interpersonal & negotiation skills

General office equipment knowledge

Education

High School diploma or equivalent

5-7 years in financial services

2+ years as Registered Client Assistant

FINRA registrations: SIE, Series 7/6, and 63

Virginia life insurance and annuities licenses

Job description

Atlantic Union Bank in Christiansburg, VA seeks a Client Assistant to act as a liaison between clients, Financial Advisors, and back-office operations. You will organize client and office files, prepare reports, and maintain accurate records to support branch activities.

The role requires a high school diploma and 5–7 years in financial services, with at least 2 years as a Registered Client Assistant and FINRA registrations (SIE, 7/6, 63) plus state life insurance licenses.