Wealth Registered Client Service Specialist

Atlantic Union Bank; Norfolk (VA); On-site; USD 55,000 - 75,000; Full time

Job summary

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

Qualifications

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

Responsibilities

• Ensure that each customer receives outstanding client experience.
• Maintain and service client needs for both brokerage and direct accounts
• Communicate with teammates inside and others outside the corporation to exchange information and/or provide customer service.
• Establish, maintain and update department files and/or client files and records.
• Compile data and perform moderate mathematical calculations such as preparing reports and correspondence as needed.
• Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered.
• Mentors Client Assistant I position.
• Other duties as assigned, including tasks that support essential functions; and may be changed or redesigned.

Skills

Multi-tasking

Customer service

Microsoft Office

Analytical skills

Written and verbal communication

Office equipment

Self-motivation

Education

High School diploma or equivalent

Some higher education coursework preferred

Job description

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