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Brokerage Client Services Associate: Elevate

Job in Sarasota, Manatee County, Florida, 34243, USA
Listing for: Truist
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist
Job Description & How to Apply Below
Position: Brokerage Client Services Associate: Elevate Support
Location: Sarasota

A financial services company in Sarasota, FL is seeking a Brokerage Registered Client Service Associate to support Financial Advisors in client servicing, manage appointments, and utilize securities knowledge. The ideal candidate will have a Bachelor's degree and relevant securities industry experience, along with strong communication and organizational skills.

This role offers a comprehensive benefits package including medical, dental, and retirement plans.
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Position Requirements
10+ Years work experience
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