AUFC Client Assistant I (Hybrid) (Richmond, VA)

Atlantic Union Bank Careers • Glen Allen, VA

50d • Hybrid

About The Position

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. Position Accountabilities Assists Financial Advisors Ensure that each customer receives outstanding client experience. Maintain and service client needs for both brokerage and direct accounts Communicate with teammates inside and others outside the corporation to exchange information and/or provide customer service. Establish, maintain and update department files and/or client files and records. Compile data and perform moderate mathematical calculations such as preparing reports and correspondence as needed. Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered. Other duties as assigned, including tasks that support essential functions; and may be changed or redesigned.

Requirements

• High School diploma; or equivalent; some higher education course completion work preferred.
• Minimum of three years of experience in financial services industry.
• Ability to multi-task and establish priorities.
• Excellent customer service skills.
• Proficient computer skills relevant to Microsoft Office Suites and on-line systems.
• Advanced math and analytical skills.
• Excellent written, oral, interpersonal, and negotiating skills with ability to provide information and courteous responses to requests from clients, teammates and others.
• Working knowledge of standard office equipment (phone, copier, fax, and printer/scanner) and general office procedures.
• Ability to work with minimum supervision.

Responsibilities

• Assists Financial Advisors
• Ensure that each customer receives outstanding client experience.
• Maintain and service client needs for both brokerage and direct accounts
• Communicate with teammates inside and others outside the corporation to exchange information and/or provide customer service.
• Establish, maintain and update department files and/or client files and records.
• Compile data and perform moderate mathematical calculations such as preparing reports and correspondence as needed.
• Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered.
• Other duties as assigned, including tasks that support essential functions; and may be changed or redesigned.

Benefits

• This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program.
• General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits
• We are proud to be an Equal Employment Opportunity employer.
• We maintain a drug-free workplace.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees