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Financial Advisor Financial Services

Wealth Management Client Services Specialist II

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Atlantic Union Bank
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A major financial institution seeks a Client Associate II in Richmond, VA, to provide administrative support to Trust Advisors and Client Advisors in Wealth Management. The role involves client interaction, trust analysis, and financial documentation preparation. Candidates should have a bachelor's degree and five to seven years of related experience, alongside strong communication and organizational skills. A comprehensive benefits package and incentive plan are available.
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