• Registered Client Service Associate

    Morgan Stanley (Sarasota, FL)
    …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player… more
    Morgan Stanley (09/14/24)
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  • Brokerage Regional Support Manager - Sarasota,…

    Truist (Sarasota, FL)
    …of the Financial Advisor, including addressing escalated issues not resolved by the Client /Branch Service Associate . 2. Meet regularly with Complex Directors to ... Sarasota, Naples, Fort Myers - Florida Responsible for the supervision of Client Service Associates, including their sales support processes and activities. Develop… more
    Truist (10/17/24)
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