×
Register Here to Apply for Jobs or Post Jobs. X

Senior Client Services Specialist - Wealth Management

Job in Glen Allen, Henrico County, Virginia, 23060, USA
Listing for: Atlantic Union Bank
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services institution in Glen Allen, Virginia, is seeking a Client Assistant to act as a liaison between clients and Financial Advisors. The role requires strong customer service skills and at least 5 years in the financial services sector. The ideal candidate will manage client needs for brokerage and direct accounts, keep records, and support the Lead Client Assistant.

This position offers competitive compensation and benefits, including a possibility of bonuses.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary