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Atlantic Union Bank · 9 hours ago

Registered Client Assistant II (Hybrid--Richmond, VA) Wealth Management

Glen Allen, VA

Full-time

Hybrid

Mid, Senior Level

$50K/yr - $74K/yr

5+ years exp

Atlantic Union Bank is seeking a Registered Client Assistant II to act as a liaison between clients, Financial Advisors, and back-office operations. The role involves maintaining client files, ensuring outstanding client experiences, and performing various organizational duties.

BankingFinancial ServicesWealth Management

Growth Opportunities

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

Qualification

FINRA Series 7FINRA Series 63Life insurance licenseFinancial services experienceMicrosoft Office proficiencyCustomer service skillsAnalytical skillsMulti-tasking abilityInterpersonal skillsNegotiating skills

Required

High School diploma; or equivalent; some higher education course completion work preferred

Minimum of five years of experience in financial services industry

FINRA registrations to include Series 7 and 63 (required)

State of Virginia life insurance and annuities licenses (required)

Ability to multi-task and establish priorities

Excellent customer service skills

Proficient computer skills relevant to Microsoft Office Suites and on-line systems

Advanced math and analytical skills

Excellent written, oral, interpersonal, and negotiating skills with ability to provide information and courteous responses to requests from clients, teammates and others

Working knowledge of standard office equipment (phone, copier, fax, and printer/scanner) and general office procedures

Ability to work with minimum supervision