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

Atlantic Union Bank · Virginia Beach, Virginia, United States

Location

Virginia Beach

Job Type

Full-time

Posted

July 02, 2026

Job Description

This position is responsible for acting as a liaison between clients, Financial Advisors, and back-office operations. Individual performs a variety of complex organizational duties related to the updating and organizing of information for the branch, client files and office files.
Position Accountabilities
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 Cons...

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