Wealth Client Experience Specialist

Atlantic Union Bank; Fredericksburg (VA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Profit sharing

Bonus program

Job summary

Atlantic Union Bank seeks a Client Assistant I to act as a liaison between clients, Financial Advisors, and back-office operations, handling organizational duties for branch and client files.

You will support brokerage and direct accounts, coordinate across teams, and maintain records while contributing to reporting and compliance. A strong math and communication skill set is essential.

Qualifications

• High School diploma or equivalent; some higher education preferred.
• Minimum of five years in financial services supporting a Financial Advisor.
• FINRA Series 7 and 63, VA Life and Health licenses.

Responsibilities

• Ensure each customer receives outstanding client experience.
• Maintain and service client needs for brokerage and direct accounts.
• Communicate with teammates and others to exchange information and provide customer service.
• Establish, maintain and update department or client files and records.
• Compile data and perform moderate calculations for reports and correspondence.

Skills

Multi-tasking

Customer service

Microsoft Office

Analytical skills

Written & verbal communication

Office equipment knowledge

Independent work

Education

High School diploma or equivalent

Some higher education courses preferred

Tools

Microsoft Office Suite

Job description

Atlantic Union Bank seeks a Client Assistant I to act as a liaison between clients, Financial Advisors, and back-office operations, handling organizational duties for branch and client files.

You will support brokerage and direct accounts, coordinate across teams, and maintain records while contributing to reporting and compliance. A strong math and communication skill set is essential.