Home / vacancy / Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)

Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)

Atlantic Union Bank · Christiansburg, Virginia, United States

Location
Christiansburg
Job Type
Full-time
Posted
July 08, 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 organizational duties related to the updating and organizing of information for the branch, client files and office files.

Position Accountabilities

  • Assists Financial Advisors

  • 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...

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