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.
