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

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

Requirements

• 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 Consultants and products offered.
• Mentors Client Assistant I position.

Benefits

• Comprehensive benefits package