Wealth Client Experience Specialist II
Atlantic Union Bank
Atlantic Union Bank seeks a seasoned Client Assistant to act as a liaison between clients, financial advisors, and back-office teams at our Fredericksburg branch. The role supports brokerage and direct accounts, updating client files and producing essential reports. Ideal candidates have five+ years in financial services supporting a Financial Advisor, and hold Series 7/63 and Virginia Life & Health licenses. Strong communication and organizational skills are required in a fast-paced environment. #J-18808-Ljbffr Atlantic Union Bank
Vacancy posted 2 days ago
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