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Atlantic Union Bank·BFSI·2 months ago

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

Glen Allen, United States of AmericaFull-timeMid · 2-5 yearsH1B likely

About this role

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.