Client Files Jobs in Sarasota, FL

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Client Service Associate

Morgan Stanley

profile Sarasota - USA

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a clien...

17 days ago
Full Time

Commercial Lines Account Manager

Civic Minds

profile Sarasota - USA

Job Description What are we looking for in a great candidate Superior written and oral communication skills to facilitate frequent discussions with Insureds and Underwriters with several communication methods used. Proficiency in underwriting and rating systems for multiple insurance carrier...

21 days ago
Full Time