Specialist II - Wealth Registered Client Service Assistant (Richmond-Fredericksburg-Charlottesville-VA Beach)
- Location
- Glen Allen, VA, USA; Norfolk, VA, USA; Fredericksburg, VA, USA; Charlottesville, VA, USA
- Employment type
- Full-time
- Posted
- Oct 6, 2026
- Last seen
- Oct 14, 2026
About the role
This position is responsible for acting as a liaison between clients, Financial Advisors, and back-office operations. Individual performs a variety of complex organizational duties related to the updating and organizing of information for the branch, client files and office files.