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Wealth Management Client Services Associate II

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Atlantic Union Bank
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial institution is seeking a Client Associate II in Richmond, Virginia, to provide essential administrative support within Wealth Management. The ideal candidate will have a Bachelor’s degree and at least five years of experience with trust and estate laws. Key responsibilities include serving as the primary client contact, handling inquiries, and managing accounts. Strong computer skills and attention to detail are crucial for this role, alongside exceptional customer service abilities.
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Position Requirements
10+ Years work experience
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