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

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 Consultants and products offered. - Mentors Client Assistant I position. - Other duties as assigned, including tasks that support essential functions; and may be changed or redesigned. Organizational Relationship: This position reports to the Lead Client Assistant. Position...