Client Records 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

Private Wealth Management Relationship Specialist

Regions Bank

profile Sarasota - USA

Thank you for your interest in a career at Regions. At Regions we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results dedicated to quality...

30+ days ago
Full Time

Estate Planning Paralegal

Prime Headhunting & Recruiting, Inc.

profile Sarasota - USA

A well-established law firm in Sarasota FL is seeking an experienced Estate Planning Paralegal to join their team. This is a fantastic opportunity for a motivated legal professional who is passionate about estate planning and enjoys working in a collaborative client-focused environment. Responsibili...

30+ days ago
Full Time