Senior Client Assistant for Financial Advisors
Atlantic Union Bank
Atlantic Union Bank is seeking a reliable Client Assistant to liaise between clients, Financial Advisors and back‑office operations, and to update and organize branch and client files. You will support brokerage and direct accounts and ensure an outstanding client experience. Required: high school diploma or equivalent, 5–7 years in financial services, 2+ years as Registered Client Assistant, FINRA registrations (SIE, Series 7 or 6, and 63), Virginia life insurance and annuities licenses. #J-18808-Ljbffr Atlantic Union Bank
Vacancy posted 2 days ago
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