Client Service Associate-WFS
Atlantic Union BankVirginia, United States
Posted March 10, 2026
Full Time
About the Company
Atlantic Union Bank, founded in 1902, is the largest regional bank headquartered in the lower Mid‑Atlantic, offering banking, investment, and mortgage solutions to individuals and businesses. Leveraging a legacy of financial strength and industry‑specific expertise, the bank blends sophisticated digital capabilities with entrepreneurial innovation to deliver tailored, customer‑centric services. A steadfast commitment to community enrichment and inclusive lending—underscored by FDIC insurance and Equal Housing Lender status—distinguishes Atlantic Union Bank as a trusted partner that cares about the prosperity of its customers and the neighborhoods they call home.
Job Description
The Client Service Associate supports Relationship Managers, Portfolio Managers, and Director of Client Services with activities such as client account setup and maintenance, trade reconciliation, and report preparation.
Requirements
- Bachelor degree in business/finance
- Experience in finance or investment industry
- Strong experience with Microsoft products
- Portfolio management software expertise (Envestnet Tamarac and Salesforce)
Benefits
- Comprehensive benefits package
- Incentive compensation plan
- Discretionary profit sharing bonus program
