Wealth Client Experience Specialist

Atlantic Union Bank; Glen Allen (VA); In loco; USD 52.000 - 72.000; Tempo pieno

Descrizione del lavoro

Atlantic Union Bank is seeking a detail-oriented professional to act as a liaison between clients, Financial Advisors, and back-office staff. The role focuses on updating and organizing client and office files while providing superior service across brokerage and direct accounts.

The ideal candidate has at least five years in financial services supporting a Financial Advisor, with FINRA Series 7/63 and VA Life & Health licenses. Strong data handling and interpersonal skills are essential.

Competenze

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

Mansioni

• Act as liaison between clients, Financial Advisors, and back-office operations.
• Maintain and service client needs for brokerage and direct accounts.
• Communicate with teammates and others to exchange information and provide customer service.
• Establish and update department and client files and records.
• Compile data and perform moderate calculations for reports and correspondence.
• Adhere to company policies, procedures, and applicable laws and regulations.
• Mentor Client Assistant I position.
• Support essential functions and assist with assigned tasks.

Conoscenze

Multi-tasking

Customer service

Microsoft Office

Analytical skills

Written & verbal communication

Interpersonal skills

Office equipment knowledge

Self-motivation

Formazione

High School diploma or equivalent

Some higher education coursework

Strumenti

Microsoft Office Suite

Descrizione del lavoro

Atlantic Union Bank is seeking a detail-oriented professional to act as a liaison between clients, Financial Advisors, and back-office staff. The role focuses on updating and organizing client and office files while providing superior service across brokerage and direct accounts.

The ideal candidate has at least five years in financial services supporting a Financial Advisor, with FINRA Series 7/63 and VA Life & Health licenses. Strong data handling and interpersonal skills are essential.