Wealth Client Services Specialist II Registered Accounts

Atlantic Union Financial Consultants LLC

Atlantic Union Financial Consultants LLC is seeking a Specialist II - Wealth Registered Client Service Assistant to support Financial Advisors and back-office operations in the Richmond area (Richmond-Fredericksburg-Charlottesville-VA Beach region).

You will maintain client files, service brokerage and direct accounts, and help prepare reports and communications while ensuring compliance with policies and regulations. Strong computer skills and excellent interpersonal abilities are required.

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Vacancy posted 2 days ago

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