Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)

Serve as a liaison between clients, Financial Advisors, and back-office operations, helping ensure exceptional customer experience. Support brokerage and direct accounts by maintaining and updating client and departmental files and records, compiling data for reports and correspondence, and facilitating effective internal and external communication. Mentor Client Assistant I & II team members while adhering to applicable policies, procedures, and FINRA/banking regulations.