Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Atlantic Union BankVirginia, United States • Virginia, United States • Fredericksburg, Virginia, United States • Charlottesville, Virginia, United States
Posted December 31, 2025
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
Act as a liaison between clients, Financial Advisors, and back-office operations, performing organizational duties related to client files and office files.
Requirements
- Assists Financial Advisors
- 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
- Mentors Client Assistant I &II positions
- Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered
Benefits
- 401k Matching
- Retirement Plan
- Paid Time Off
- Health Insurance
- Life Insurance
- Disability Insurance