Wealth Management: Client Assistant III & Liaison

A financial institution in Burlington, NC seeks an experienced Registered Client Assistant III to provide exceptional client service in Wealth Management. The ideal candidate will have 5-7 years of experience in financial services, including at least 2 years as a Registered Client Assistant. Required qualifications include FINRA registrations and Virginia insurance licenses. The role involves maintaining client accounts, compiling data reports, and mentoring junior staff, all while adhering to company policies and standards. #J-18808-Ljbffr