Atlantic Union Bank · 17 hours ago
Client Associate II
Burlington, NC
Full-time
Onsite
Mid, Senior Level
5+ years expAtlantic Union Bank is seeking a Client Associate II to provide administrative support to Trust Advisors and Client Advisors within Wealth Management. The role involves serving as the primary contact for clients, handling inquiries, performing account administration duties, and ensuring compliance with legal and regulatory requirements.
BankingFinancial ServicesWealth Management
Responsibilities
Serve as primary contact for clients
Handles or refers client questions and complaints to the appropriate advisor
Performs account administration duties as assigned by the Trust Advisor and/or Client Advisor
Analyze wills, trust indentures, agency and custodial agreements, court orders or other legal documents
Use internal checklists to extract required information to open and close accounts on the trust accounting system
Ensure proper transfer and booking of all account assets
Ensure receipt of all appropriate legal documentation
Determine the various elements comprising an estate’s assets and allocate to appropriate categories for filing inventory with the court
Prepare documentation to be filed when account qualifies as fiduciary in the appropriate clerk’s office
Use state-mandated list and other instructions to prepare all documentation for presentation of Commissioner of Accounts
Monitor daily cash balances of income and principal
Ensure the prompt payment of bills, remittances, taxes, etc
Monitor fees to assure that they are being calculated and charged correctly
Prepare cash flow analysis and/or prepare and implement the annual budget for each account
Identify cross-sell opportunities and refer customers to other lines of business within the Financial Guidance Group and the B
Handle customer requests such as opening deposit accounts and performing maintenance
Assist advisor in the preparation of client presentation materials
Accompany the advisor on sales calls when needed
Respond to telephone inquiries from customers and makes sound decisions related to the release of information and/or funds
Ensure confidentiality is maintained as needed
Perform various administrative duties including preparing correspondence, filing, typing, distributing mail and faxes
Research information as requested
Maintain files, logs and databases, ensuring that information is complete and accurate
Performs other duties as assigned
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures
Qualification
Required
Bachelor's degree or equivalent work experience
Five to seven years of experience with trust and estate laws and regulations and bank product knowledge
Successful completion of two external Trust related classes
Knowledge of trust accounting systems and common assets characteristics
Working knowledge of bookkeeping, general accounting/tax principles and aspects of fiduciary law
High degree of professionalism
Proficient computer skills relevant to Microsoft Office Suites
Excellent written and verbal communication skills
Excellent organizational and communication skills
Ability to handle multiple tasks
Flexible, able to adapt to change
Superior interpersonal and customer service skills
Attention to detail
Good organizational and time management skills
Benefits
Incentive compensation plan
Discretionary profit sharing bonus program
Comprehensive benefits package
Company
Atlantic Union Bank
Atlantic Union Bank is a financial company that provides wealth management, private banking, and advisory products and services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$402.5M2024-10-21Post Ipo Equity· $402.5M
1993-10-08IPO
Leadership Team
Jule Kreyling
President and CEO
Jon Bridges
SVP, Mortgage Chief Operating Officer
Recent News
2026-01-22
2026-01-13
Company data provided by crunchbase