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Client Associate II

🏢
Atlantic Union Bank
📍 Middleburg, United States
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Location Middleburg
📅
Posted June 12, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

The Client Associate II provides administrative support to the Trust Advisors and/or the Wealth Relationship Managers within Wealth Management.

Position Accountabilities

  • Serve as primary contact for clients.

  • Handles or refers client questions and complaints to the appropriate advisor.

  • Performs account administration duties as assigned by the Trust Advisor and/or Wealth Relationship Manager.

  • Use internal checklists to extract required information to open and close accounts on the trust accounting system.

  • Ensure proper transfer and booking of all account assets.

  • Ensure receipt of all appropriate legal documentation.

  • Prepare documentation to be filed when account qualifies as fiduciary in the appropriate clerk’s office.

  • Use state-mandated list and other instructions to prepare all documentation for presentation of Commissioner of Accounts.

  • Monitor daily cash balances of ...

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    📍 Location Details

    🌆
    City
    Middleburg
    🗺️
    Country
    United States
    🚗
    Commute
    Local Area

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